Client Services Analyst I jobs in United States
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SS&C Technologies · 2 weeks ago

Client Services Analyst I

SS&C Technologies is a leading financial services and healthcare technology company based in Windsor, Connecticut. The Client Services Analyst I role involves engaging with clients, resolving technical issues, and collaborating across teams to ensure client satisfaction and success.

Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
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H1B Sponsor Likelynote
Hiring Manager
David Schoene
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Responsibilities

Engage with Clients: Serve as the first point of contact for client inquiries via phone, email, and web, delivering timely and professional support
Resolve Complex Issues: Troubleshoot and resolve technical and product-related challenges, focusing on low-volume, high-complexity cases that require analytical thinking
Collaborate Across Teams: Work closely with internal teams—including Professional Services, Product Management, and Product Development—to ensure seamless client experiences
Support Escalations: Act as an escalation point for client counterparties and internal stakeholders, helping drive resolution and maintain trust
Build Relationships: Develop strong partnerships with clients, including portfolio managers, traders, and operations teams, to understand their needs and deliver value
Manage Multiple Priorities: Handle multiple client requests simultaneously while maintaining high levels of accuracy, responsiveness, and satisfaction
Contribute to Continuous Improvement: Participate in training programs and ongoing development initiatives to enhance your skills and grow within the organization

Qualification

Analytical abilitiesClient serviceProblem-solvingMS WindowsMS OfficeSQLCustomer service experienceCommunication skillsRelationship buildingAdaptability

Required

Bachelor's degree
Strong verbal and written communication skills
Proven problem-solving and analytical abilities
Passion for client service and relationship building
Ability to learn quickly, adapt to new tools, and take initiative
Familiarity with MS Windows, MS Office, and general system architecture
Flexibility to support market hours and occasional weekend on-call shifts
Experience in a customer service or client-facing role

Preferred

Degree in MIS, Computer Science, Finance, Economics, Math, or a related field
1–2 years of experience in financial services, accounting, or a related industry
Exposure to portfolio accounting or trade order management systems
Familiarity with SQL, UNIX, or LINUX environments

Benefits

401k matching
Medical/dental/vision
Paid time off
Parental leave
Employee assistance programs
Health
Dental
401k plan
Tuition and professional development reimbursement plan

Company

SS&C Technologies

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SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial

H1B Sponsorship

SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)

Funding

Current Stage
Public Company
Total Funding
$750M
2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO

Leadership Team

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Anthony Caiafa
Global CTO / CIO
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Brian Schell
Executive Vice President and Chief Financial Officer
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Company data provided by crunchbase