SS&C Technologies · 10 hours ago
Client Services Consultant
United States
Full-time
Remote
Entry, Mid Level
1+ years expSS&C Technologies is a leading financial services and healthcare technology company headquartered in Windsor, Connecticut. The Client Services Consultant will support client business needs by analyzing requirements, maintaining relationships, and ensuring effective communication between clients and development teams.
Cloud ManagementEnterprise SoftwareFinanceFinancial ServicesHealth CareProfessional ServicesSoftwareSoftware Engineering
Responsibilities
Serves as point-of-contact for end users for specific module(s), functional and/or business area(s)
Perform problem identification & resolution for issues related to specific module(s), functional and business area(s). Provide training to prevent problem reoccurrence and knowledge transfer. Escalate issues to management when appropriate
Understands the business function and works with team to define business requirements
Collect, analyze, review, document and communicate business needs and requirements to Product Development. Translate high-level business requirements into functional specifications in use case documentation and manage changes to such specifications
Proactively engage with clients to understand and anticipate their needs to deliver an exceptional client experience
Perform special duties/functions assigned by management “Essential Day to Day Responsibilities”
Work under general direction with minimal supervision
Excellent oral and written communication skills
Proven ability to work in a successful team environment
Excellent interpersonal skills
Excellent time management and organizational skills
Ability to juggle competing priorities, multiple clients, timelines and expectations with accuracy and professional acumen
Highly motivated and flexible
Provide support to clients when required, log and classify all issues and requests in the Issue tracking database
Continually work to deepen product and industry knowledge. Proactively develop and maintain technical Precision LM and commercial real estate loan industry knowledge
Manage the case resolution process for clients by following defined procedures and ensuring cases are resolved within target response times
Exchange and share knowledge with the team to maximize knowledge and the effectiveness
Identify and escalate problems affecting a number of clients or influencing the timely resolution of one client’s inquiry
Qualification
Required
1 to 5 years Customer Service experience, including but not limited to Call Center, Banking, REIT, or Financial Industries
Ability to manage high-pressure client situations and build trust with the clients
Ability to synthesize and communicate complex technical issues to non-technical audiences
Ability to communicate well with both internal and external audiences using excellent interpersonal, client management and communications skills
Outstanding time management skills and attention to details
Preferred
Bachelor's degree in business or equivalent preferred
Loan Servicing experience. Agency experience is preferred (FNMA, FHLMC, HUD, GNMA), but not required
Basic SQL experience is preferred, but not required
Benefits
401k 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
SS&C Technologies
SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial
10001+ employees
H1B Sponsorship
SS&C Technologies has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (105)
2024 (59)
2023 (74)
2022 (35)
2021 (30)
2020 (21)
Funding
Current Stage
Public CompanyTotal Funding
$750M2024-05-02Post Ipo Debt· $750M
2005-07-27Acquired
1996-05-31IPO
Leadership Team
Anthony Caiafa
Global CTO / CIO
Brian Schell
EVP, Chief Financial Officer
Recent News
2026-01-16
Business Wire
2025-12-03
Company data provided by crunchbase