Client Services Analyst I (Fintech)

Location: Hybrid in Jacksonville, FL; Chicago, IL; Evansville, IN; San Francisco, CA; or Mississauga, Canada. Support is required during market hours, with occasional weekend on-call shifts.

Company

SS&C provides proprietary financial services and healthcare technology to organizations worldwide, combining software platforms with industry expertise.

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.
• Manage escalations involving client counterparties and internal stakeholders.
• Build relationships with portfolio managers, traders, operations teams, and other financial services clients.
• Handle multiple requests while maintaining accuracy, responsiveness, and client satisfaction.

Requirements

• Bachelor’s degree.
• Strong verbal and written communication, problem-solving, and analytical skills.
• Experience in customer service or a client-facing role.
• 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.

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

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