SS&C Technologies · 1 day ago
Client Advocate
Jacksonville, FL
Full-time
Hybrid
New Grad, Entry LevelSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. They are seeking a Client Advocate to join their Black Diamond Service Team, responsible for supporting clients and ensuring their satisfaction with the Black Diamond Wealth Platform™ solution.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
You will work directly with clients to help solve their problems and ensure their satisfaction
You will also work closely with other teammates to ensure customer questions and concerns are addressed in a timely manner
In doing this, you will be responsible for undertaking discovery and education activities that help clients troubleshoot our technology and financial industry based issues via phone, email, Salesforce, virtual meetings, and occasional in person scenarios
Spend time getting to know the client’s business model and individual system needs
Act in a consultative manner by offering creative solutions, and proactively identifying opportunities where we can deliver even greater value for our customers through our platform
Pin point the root cause of problems, provide solutions, and own the relationship from start to finish
Educate and train clients on rapidly changing software systems to drive adoption
Troubleshoot platform specific and technology-based issues and work with internal teams to produce a resolution
Be a Black Diamond power user in order to provide the most relevant and creative platform solutions
Have the ability to empathize and connect with clients
Be approachable and display a selfless attitude towards others
Don’t be afraid to ask the 'why' and continue to learn
Build trust and transparency with your clients to strengthen the relationship they have to the business
Show a 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
Be a great team player that steps up to help others, and sees the positive in any situation
Celebrate with our Product & Development teams as they unveil updates to our platform
Give back and get involved in the community by participating in various philanthropic opportunities and company events
Qualification
Required
Highly motivated with excellent communication and analytical skills
Ability to build and maintain strategic relationships with existing clients
Self-starter who can establish priorities, meet deadlines, and work independently in a remote/hybrid environment
Proven work experience as a Customer Success Manager or similar role
Excellent communication skills, including presentations and written documents
Strong problem solver who works cross-functionally to deliver results
Ability to quickly grasp new and complex topics and communicate them clearly
Benefits
401k Matching Program
Professional Development Reimbursement
Flexible Personal/Vacation Time Off
Sick Leave
Paid Holidays
Medical
Dental
Vision
Employee Assistance Program
Parental Leave
Discounts on fitness clubs, travel and more!
Company
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
Founded in 1986
10001+ employees
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 CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
Executive Vice President and Chief Financial Officer
Recent News
Business Wire
2025-12-03
2025-11-25
MarketScreener
2025-11-25
Company data provided by crunchbase