Client Specialist

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid‑market firms, rely on SS&C for expertise, scale, and technology.

SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking a Client Specialist to join our industry leading Black Diamond Service Team. In this role, you will join a dynamic team as an integral part of the day‑to‑day process of supporting our clients using our Black Diamond Wealth Platform™ solution. Like what you read?

Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville.

• Flexibility :
  Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees
• Training: Hands‑On, Team‑Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more!

You will work directly with clients to help solve their problems and ensure their satisfaction. You will also work closely with other teammates to ensure customer questions and concerns are addressed in a timely manner. In doing this, you will be responsible for undertaking discovery and education activities that help clients troubleshoot our technology and financial industry based issues via phone, email, Salesforce, virtual meetings, and occasional in person scenarios.

• Spend time getting to know the client’s business model and individual system needs
• Act in a consultative manner by offering creative solutions, and proactively identifying opportunities where we can deliver even greater value for our customers through our platform
• Pin point the root cause of problems, provide solutions, and own the relationship from start to finish

• Educate and train clients on rapidly changing software systems to drive adoption
• Troubleshoot platform specific and technology‑based issues and work with internal teams to produce a resolution
• Be a Black Diamond power user in order to provide the most relevant and creative platform solutions

• Have the ability to empathize and connect with clients
• Be approachable and display a selfless attitude towards others
• Don’t be afraid to ask the “why” and continue to learn
• Build trust and transparency with your clients to strengthen the relationship they have to the business

• Show a strong desire to work with others to solve internal issues and client problems
• Care about the success of teammates and help inspire and empower creative solutions
• Be a great team player that steps up to help others, and sees the positive in any situation

• Celebrate with our Product & Development teams as they unveil updates to our platform
• Give back and get involved in the community by participating in various philanthropic opportunities and company events

• The ideal candidate should be highly motivated with excellent communication and analytical skills. Within this role, you will build and maintain strategic relationships with existing clients through effective communication in a proactive, consultative and professional manner.
• You’re a self‑starter who can establish priorities, meet deadlines, and work independently in a remote/hybrid environment
• You have proven work experience as a Customer Success Manager or similar role
• You have excellent communication skills, including presentations and written documents
• You are a strong problem solver and work cross‑functionally to deliver…