Associate Implementation Specialist

13 Hours ago • All levels

About the job

SummaryBy Outscal

SS&C Advent seeks an Associate Implementation Specialist to onboard clients onto their Black Diamond Wealth Platform. This role involves managing client requests, troubleshooting issues, and ensuring a smooth onboarding experience. Excellent communication, analytical skills, and proficiency in Microsoft Office, especially Excel, are essential.

SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.

Job Description

Associate Implementation Specialist

Locations: Remote FL

Get To Know The Team:

SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking an Associate Specialist to join our industry leading Black Diamond Wealth Platform.  By providing a purposeful suite of tools, this cloud-based platform allows financial advisors to manage their client’s complete wealth picture through portfolio management, reporting, and rebalancing solutions which are combined with fully outsourced daily reconciliation and data management services.

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

Are you someone who wants to work at a FUN and INNOVATIVE company? Do you thrive in a COLLABORTATIVE 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.

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!

What You Will Get To Do:

Position candidates should be highly motivated with excellent communication and analytical skills in order to:

  • Operate our proprietary internet-based performance reporting application to assist in the onboarding process for clients
  • Efficiently manage their day based on incoming requests from various clients and teams
  • Communicate with clients in a proactive & professional manner
  • Identify potential problems and troubleshoot to resolve issues
  • Decipher, process and follow through on client requests

Most importantly, 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 understanding our onboarding process
  • Are willing to help clients and teammates

EXCELLENCE

  • Willing to learn continually to develop a deep understanding of our Wealth Platform
  • Demonstrate an understanding of our best practices

THOUGHTFUL

  • Have the ability to empathize and connect with teammates
  • 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

What You Will Bring:

  • Proficient with Microsoft Office; efficiency in Excel is a MUST
  • Solution-oriented and analytical mindset
  • Strong communication & organizational skills
  • Working towards or have obtained a Bachelor’s Degree from accredited institution (Business/Finance/Information Systems Majors preferred)

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

#LI-AL1 

#LI-Hybrid

#CA-AL
 

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services. SS&C offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan. SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

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