Client Specialist

Get To Know The Team:  

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 that support clients using our Black Diamond Wealth Platform™ solution. 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.   

Why You Will Love It Here!   

• 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   

• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity  

• Training: Hands-On, Team-Customized, including SS&C University   

• Extra Perks: Discounts on fitness clubs, travel and more!  

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What You Will Get To Do:  

• Help clients troubleshoot technology and financial industry based issues via phone, email, virtual meetings or in person scenarios 

• Ensure work items are complete in a timely manner. 

• Upon completion of work items, the Client Service Associate will review the work for accuracy and completeness 

• Support for the Client Advocate Group 

• Loading various spreadsheets/data 

• Work with internal teams on research items 

• Assist with clients reporting needs 

• Communicate with 3rd party data vendors to insure proper data flow 

• Assist with special projects as they rise 

• Update and maintain open items lists as needed 

• Work with internal partners to resolve issues and get answers 

• Act in a consultative manner offering creative solutions 

• Educate and train clients on rapidly changing software systems 

• Efficiently and effectively handle escalations and continuously re-prioritize outstanding items 

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What You Will Bring:  

• Are you a THOUGHTFUL individual who takes OWNERSHIP of your work and is motivated by EXCELLENCE?  

• Are you someone who wants to work at a FUN and INNOVATIVE company? Do you thrive in a COLLABORATIVE environment built on TRUST? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. 

• The ideal candidate will have the ability to demonstrate our core values in all aspects of the position. For example, on a daily basis current individuals in this position: 

 OWNERSHIP 

• Spend time getting to know client’s business model and individual system needs 

• Identify client problems, provide solutions, and own the relationship from start to finish 

EXCELLENCE 

• Troubleshoot platform-specific and technology-based issues 

• Are Black Diamond power users in order to provide the most relevant and creative platform solutions 

THOUGHTFUL 

• Have the ability to empathize and connect with clients 

• Are approachable and display selfless attitude towards others 

FUN 

• Give back to the community by participating in various philanthropic opportunities 

• Celebrate with our Product & Development teams as they unveil updates to our platform 

 INNOVATIVE 

• Are adaptive and flexible when helping develop solutions for clients 

• Not afraid to ask why and continue to learn 

COLLABORATE 

• Show 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 

TRUST 

• Thrive in an environment where employees want all teammates and every client to succeed