Client Services Analyst 1

Client Services Analyst I

Locations: San Francisco, CA | Hybrid (6 days/month in office)

About the Role

Join SS&C's Client Services team, where financial services meet cutting-edge technology. Regardless of the platform you support, you'll be at the forefront of client success-resolving technical issues, guiding product usage, and building strong relationships with key personnel at hedge funds, asset managers, and other financial institutions. This role is ideal for individuals eager to build a career at the intersection of finance, technology, and client service.

What You'll Do

As a Client Services Analyst I, you'll play a critical role in ensuring client success and satisfaction. Your responsibilities will include:

• 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.

What You'll Bring

• 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

Advantageous and 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

Why You'll Love It Here

• Training & Growth: Hands-on training, peer coaching, and career pathing across departments like Client Engagement, Product Management, and Sales.

• Work Environment: Hybrid work model, business casual dress code (yes, jeans!), and a collaborative, high-touch service culture.

• Benefits: 401k matching, medical/dental/vision, paid time off, parental leave, and employee assistance programs.

• Culture: Entrepreneurial spirit, open communication, innovation, and a commitment to diversity and inclusion.

• Perks: Discounts on fitness clubs, travel, and more.

About SS&C

SS&C is a global provider of services and software for the financial services and healthcare industries. With over 27,000 employees across 110 global offices, we are committed to delivering best-in-class service and technology to our clients.