Client Services Analyst I

About SS&C Technologies

SS&C is a large financial services and healthcare technology company headquartered in Windsor, Connecticut, with more than 27,000 employees across 35 countries. Its solutions are trusted by around 20,000 organizations, ranging from global enterprises to smaller and mid-market businesses, to help manage operations with specialized expertise and technology.

About the Role

As a Client Services Analyst I, you will be part of a client support team that sits at the intersection of finance and technology. In this position, you will help resolve technical problems, explain product usage, and strengthen relationships with key contacts across hedge funds, asset managers, and other financial institutions. The role is well suited to someone looking to build a career in client service within a fast-moving, technology-driven financial environment.

Key Responsibilities

• Act as the initial contact for client questions and issues received by phone, email, or web, and provide prompt, polished assistance.
• Investigate and resolve technical as well as product-related concerns, especially cases that are fewer in volume but more complex in nature.
• Partner with internal groups such as Professional Services, Product Management, and Product Development to create smooth client outcomes.
• Serve as a support contact for escalations from clients and internal stakeholders, helping move issues toward resolution while protecting trust.
• Develop productive working relationships with clients, including portfolio managers, traders, and operations teams, so their needs are clearly understood and addressed.
• Balance several client requests at once while maintaining accuracy, speed, and a high standard of service.
• Take part in training and ongoing development activities to strengthen skills and support career growth.

Requirements

• A bachelor’s degree is required.
• Strong verbal and written communication skills are essential.
• Demonstrated ability to analyze problems and work through solutions is needed.
• A genuine interest in client service and relationship management is important.
• You should be able to learn quickly, adjust to new tools, and take initiative when needed.
• Working knowledge of MS Windows, MS Office, and basic system architecture is expected.
• Flexibility to cover market hours and occasional weekend on-call shifts is required.
• Previous experience in customer service or a client-facing role is expected.

Preferred Background

Candidates with a degree in MIS, Computer Science, Finance, Economics, Math, or a similar discipline may be especially well matched for the role. Additional experience of 1–2 years in financial services, accounting, or a related field is considered an advantage. Familiarity with portfolio accounting systems or trade order management platforms, along with exposure to SQL, UNIX, or Linux environments, will also be helpful.

Benefits

• Medical, dental, and vision coverage.
• 401(k) plan with company match.
• Paid time off, holidays, and parental leave.
• Professional development reimbursement opportunity.

Additional Information

This position is available in Jacksonville, FL; Chicago, IL; Evansville, IN; San Francisco, CA; and Mississauga, Canada. The Mississauga location is hybrid. Applications are reviewed on an ongoing basis until the role is filled.

Equal Opportunity

SS&C Technologies is an equal opportunity employer and considers all applicants without regard to race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status, or any other status protected by applicable law.

Recruitment Notice

Unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services will not be accepted unless SS&C Technologies or one of its affiliated companies has explicitly requested or approached the submission.