Client Services Analyst 1 (Financial Services)

Location: Jacksonville, Florida, United States; hybrid work with six days per month in the office. Flexibility to support market hours and occasional weekend on-call shifts is required.

Company

SS&C provides AI-powered technology, software, and services for financial services and healthcare organizations worldwide.

What you will do

• Serve as the first point of contact for client inquiries by phone, email, and web.
• Troubleshoot and resolve complex technical and product-related issues.
• Collaborate with Professional Services, Product Management, and Product Development.
• Support escalations involving client counterparties and internal stakeholders.
• Build relationships with portfolio managers, traders, operations teams, and other financial-services clients.
• Manage multiple requests accurately while contributing to training and continuous improvement.

Requirements

• Bachelor’s degree.
• Strong verbal and written communication, analytical thinking, and problem-solving skills.
• Experience in a customer-service or client-facing role.
• Ability to learn quickly, adapt to new tools, and take initiative.
• Familiarity with Microsoft Windows, Microsoft Office, and general system architecture.
• Availability for market hours and occasional weekend on-call shifts.

Nice to have

• 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.

Culture & Benefits

• Hands-on training, peer coaching, and career development across client engagement, product management, and sales.
• Collaborative, high-touch service culture with business-casual dress.
• Medical, dental, and vision coverage.
• 401(k) plan with company matching, paid time off, holidays, and parental leave.
• Employee assistance programs, professional development reimbursement, and discounts on fitness clubs and travel.