Client Services Analyst I

Company Overview

SS&C Technologies is a prominent leader in financial services and healthcare technology, headquartered in Windsor, Connecticut, employing over 27,000 people across 35 countries. Trusted by more than 20,000 clients ranging from large corporations to smaller firms worldwide, SS&C leverages its expertise, scale, and technology to deliver high-quality solutions.

Role Overview

The Client Services Analyst I position, located in Mississauga, Ontario, is part of SS&C's Client Services team. This role blends finance and technology, supporting clients such as hedge funds and asset managers by resolving technical challenges, advising on product use, and fostering strong client relationships. The position offers a platform for a career that integrates finance, technological innovation, and client support.

Key Responsibilities

• Act as the primary contact for client requests through phone, email, and web channels, providing prompt and professional assistance.
• Troubleshoot and address intricate technical and product concerns, particularly low-volume yet complex cases demanding analytical skills.
• Collaborate with internal departments like Professional Services, Product Management, and Product Development to ensure smooth client interactions.
• Serve as an escalation resource for clients and internal teams, facilitating resolution and maintaining client trust.
• Develop strong partnerships with clients including portfolio managers, traders, and operations staff to understand and meet their requirements.
• Efficiently manage multiple client inquiries simultaneously while ensuring accuracy and responsiveness.
• Engage in continuous training and development programs to refine skills and advance within the company.

Required Qualifications

• Bachelor's degree in any discipline.
• Excellent communication skills, both oral and written.
• Strong analytical and problem-solving capabilities.
• A sincere commitment to client service and relationship development.
• Quick adaptability to new technologies and proactive initiative-taking.
• Proficiency with MS Windows, MS Office, and understanding of general system architectures.
• Willingness to support market hours including occasional weekend on-call duties.
• Experience in customer service or client-facing roles.

Preferred Qualifications

• Degree in Management Information Systems, Computer Science, Finance, Economics, Mathematics, or closely related fields.
• Between one to two years of experience in financial services, accounting, or related sectors.
• Knowledge of portfolio accounting or trade order management platforms.
• Familiarity with SQL and UNIX/Linux environments.

Additional Information

SS&C Technologies is committed to innovation and global career opportunities. The company provides a comprehensive total rewards package featuring medical, dental, and vision insurance; a 401(k) plan with employer matching; paid leave including holidays and parental leave; and professional development reimbursements.

Applicants' privacy is respected according to SS&C's privacy notice. The employer will not accept unsolicited resumes from agents or recruitment agencies unless directly contacted by SS&C affiliates.

Hiring is continuous until the position is filled. SS&C Technologies is an Equal Employment Opportunity employer and prohibits discrimination based on diverse protected categories.