Implementation Specialist

SS&C Technologies

Implementation Specialist working with SS&C Advent's Black Diamond Wealth Platform for financial services. Assisting clients with onboarding and performance reporting applications in a remote capacity.

Posted 7/31/2026full-timeRemote • North Carolina • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates proficiency in Microsoft Office, particularly Excel, while effectively managing client onboarding processes and communication. Exhibits strong problem-solving abilities and a solution-oriented mindset to enhance client satisfaction and team collaboration.

Highest-signal resume keywords

Proficient In Microsoft OfficeEfficiency In ExcelStrong Communication SkillsOrganizational SkillsSolution-Oriented Mindset

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Proactive CommunicationEmpathyAdaptabilityTeam CollaborationAnalytical Mindset

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Client OnboardingPerformance ReportingWealth PlatformBest PracticesPhilanthropic Opportunities

About the role

Key responsibilities & impact

Operate our proprietary internet-based performance reporting application to assist in the onboarding process for clients
Efficiently manage their day based on incoming requests from various clients and teams
Communicate with clients in a proactive & professional manner
Identify potential problems and troubleshoot to resolve issues
Decipher, process and follow through on client requests
Spend time understanding our onboarding process
Are willing to help clients and teammates
Willing to learn continually to develop a deep understanding of our Wealth Platform
Demonstrate an understanding of our best practices
Have the ability to empathize and connect with teammates
Are approachable and display selfless attitude towards others
Give back to the community by participating in various philanthropic opportunities
Celebrate with our Product & Development teams as they unveil updates to our platform
Are adaptive and flexible when helping develop solutions for clients
Not afraid to ask why and continue to learn
Show strong desire to work with others to solve internal issues and client problems
Care about the success of teammates and help inspire and empower creative solutions

Requirements

What you’ll need

Proficient with Microsoft Office; efficiency in Excel is a MUST
Solution-oriented and analytical mindset
Strong communication & organizational skills
Working towards or have obtained a Bachelor’s Degree from accredited institution (Business/Finance/Information Systems Majors preferred)

Benefits

Comp & perks

medical, dental, and vision coverage
401(k) plan with company match
paid time off
holidays
parental leave
professional development reimbursement opportunity