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Senior Client Services Analyst
SS&C TechnologiesClient Services Senior Analyst ensuring high client satisfaction and retention at SS&C financial services. Act as primary contact for resolving client inquiries and enhancing service experience.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client relationship management, particularly with SS&C's PACER asset-management platform, while leveraging strong analytical and problem-solving skills to enhance client satisfaction and service delivery.
Highest-signal resume keywords
SS&C PACER Asset-Management PlatformClient Relationship ManagementAnalytical SkillsMicrosoft Office SuiteCRM Software (Salesforce)
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data AnalysisReportingProblem-SolvingClient SupportService Improvement
Soft Skills
Communication SkillsOrganizational SkillsCollaborationAdaptabilityClient Training
Tools & Technologies
Microsoft ExcelCRM Software
Industry Keywords
Financial ServicesTechnologyClient EngagementService Level Agreement (SLA)Performance Metrics
About the role
Key responsibilities & impact- Act as the primary point of contact for client inquiries, issues, and escalations, providing timely and accurate resolutions, primarily for PACER.
- Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking.
- Conduct in-depth analysis of client needs and usage patterns to identify opportunities for service improvement and product adoption.
- Collaborate cross-functionally with internal teams (e.g., product development, operations, sales) to ensure seamless client support and issue resolution.
- Provide training and guidance to clients on SS&C products and services, ensuring optimal utilization and understanding.
- Prepare and present client reports, performance metrics, and service level agreement (SLA) reviews.
- Proactively identify potential risks or challenges within client relationships and develop mitigation strategies.
- Participate in client meetings and presentations, representing SS&C Solutions Limited professionally and effectively.
- Contribute to the continuous improvement of client service processes and documentation.
- Stay informed about industry trends, competitive landscape, and SS&C product enhancements to provide informed client support.
Requirements
What you’ll need- Hands‑on experience with SS&C’s PACER asset‑management platform is essential.
- Bachelor's degree in Business, Finance, Information Technology, or a related field.
- Minimum of 3-5 years of experience in a client-facing role, preferably within financial services or technology.
- Proven track record of managing and nurturing client relationships, with a focus on client satisfaction and retention.
- Strong analytical and problem-solving skills with the ability to interpret complex data and identify effective solutions.
- Excellent written and verbal communication skills, with the ability to articulate complex information clearly and concisely.
- Proficiency in Microsoft Office Suite, particularly Excel for data analysis and reporting.
- Experience with CRM software (e.g., Salesforce) is highly desirable.
- Ability to work independently and collaboratively in a fast-paced, dynamic environment.
- Strong organizational skills with the ability to prioritize tasks and manage multiple client engagements simultaneously.
- Demonstrated ability to learn new technologies and adapt to evolving product offerings.
Benefits
Comp & perks- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities