Client Services Analyst I

SS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Client Services Analyst I role involves engaging with clients to resolve technical issues, collaborating with internal teams, and building strong relationships with key personnel at financial institutions.

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

Skills

• 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
• 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

• 401 (k) 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 Overview

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