Solutions Analyst

2 Months ago • All levels

Job Summary

Job Description

The Solutions Analyst serves as a crucial point of contact for clients, addressing their day-to-day inquiries and providing real-time solutions. This role involves assessing, troubleshooting, and tracking requests while collaborating with Client Success Managers to ensure a premier client service experience. The analyst will create and perform training to build internal knowledge and will act as an escalation point for issue resolution. The role demands strong customer service and communication skills, with a focus on understanding the investment lifecycle and front/middle/back office activities, including multiple asset classes and trading workflows. This position requires interacting with Portfolio Managers, Traders, and Compliance Officers. The Solutions Analyst will also leverage and maintain internal knowledge articles.
Must have:
  • Previous relevant experience in customer service and technology.
  • Strong customer service skills demonstrated in excellent verbal and written communications.
  • Superior troubleshooting and analysis/resolution skills.
  • Ability to work effectively and directly with clients.

Job Details

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.

Job Description

About SS&C Technologies

SS&C is a global provider of investment, 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.

SS&C Eze

SS&C Eze, a business unit of SS&C Technologies, is helping 1,900 global asset managers transform their investment process to optimize operational and investment alpha and grow their business. SS&C Eze delivers cutting-edge cloud, mobile, and on-premise solutions to maximize efficiencies across trade order management, execution, compliance, commission management, portfolio accounting, and investor accounting. From start-up and emerging funds to the most recognized and established institutions, SS&C Eze has provided buy-side firms with innovative and award-winning technology solutions backed by unparalleled client service for over 25 years.

About the Role

A Solutions Analyst acts as an escalation point for high-impact and/or high-urgency issues for peers and clients. In this role, experiences will include interacting with clients at varying levels including Portfolio Managers, Traders, and Compliance Officers and will gain a broad knowledge of the investment lifecycle and front/middle/back office activities, including an understanding of multiple asset classes and trading workflows. Eze prides itself on ensuring that our clients receive globally recognized client service and acknowledges that the employees of our Client Service Organization are at the heart of our success.

Job Responsibilities:

•    Serves as critical point of contact with clients for day-to-day inquiries

•    Assesses, troubleshoots, and tracks requests while providing real-time solutions

•    Works closely with our Client Success Managers, who ensure an overarching premier client service experience, through providing real-time updates and regular touch-points with clients

•    Creates and performs training to build internal knowledge on product and process

•    Acts as an escalation for client counterparties and internal teams for appropriate issue resolution

•    Responsible for leveraging and maintaining internal knowledge articles

Qualifications:

•   Previous relevant experience in customer service and technology

•    Strong customer service skills demonstrated in excellent verbal and written communications.

•    Superior troubleshooting and analysis/resolution skills.

•    Ability and experience to work effectively and directly with clients.

We encourage applications from people of all backgrounds and particularly welcome applications from under-represented groups, to enable us to bring a diversity of perspectives to our thinking and conversation. It's important to us that we strive to have a workforce that is diverse in the widest sense.

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.                                                                                                                

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 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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About The Company

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.

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