Client Services Analyst

Posted 2 Days Ago
Be an Early Applicant
Chicago, IL, USA
In-Office
Entry level
Fintech • Software
The Role
Provide technical customer support and administration for Lightning and Singularity for Banking, assist with user implementations, system enhancements, QA testing, and documentation. Develop securities and fixed-income accounting expertise to coach clients, manage multiple client deadlines, identify revenue opportunities, and support internal projects to drive client satisfaction.
Summary Generated by Built In

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

Job Description
Client Services AnalystLocations: Chicago, Ill / HybridGet To Know Us:We are a growing team with a start-up mentality and we are looking for motivated people who want to be part of an exciting growth opportunity in the Fintech industry.Why You Will Love It Here!and ,assetsthe
  • 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:
  • Provide technical Customer support for the Lightning and Singularity for Banking applications via phone or e-mail to existing customer base
  • Assist with the technical administration and execution of new user implementations
  • Assist in the design and specifications of system enhancements
  • Assist with QA testing of new releases of the application
  • Update and enhance documentation on the application, training handouts, procedures, etc.
  • Develop and maintain an understanding of securities and investment accounting best practices to use in coaching our clients to successful utilization of our software and services
  • Develop detailed knowledge of client companies – decision makers, influencers, types of business units, invested asset. Leverage this knowledge to strengthen and grow relationships with clients
  • Ability to track multiple deadlines, multi-task, and prioritize across several clients and internal demands
  • Achieve department goals in the areas of client satisfaction, revenue opportunity identification, and other established performance metrics
  • Other duties as assigned including the management of internal projects
  • Knowledge and/or experience in a Bank Capital Markets, Treasury or Fixed Income Trading environment, either in operations or as a trading floor assistant
  • Strong knowledge of Fixed Income accounting for bonds, funding instruments, collateral, MBS, CLO, Swaps, etc.
  • Strong analytical ability to perform full range of problem-solving tasks - ability to define problems, collect data, establish facts and draw valid conclusions and effectively adapt to rapidly changing technology
  • Excellent written and verbal communication
  • Strong accounting, finance, or investment knowledge a plus
  • Knowledge of SQL, mobile technology, web-based software is preferred
  • Aggressive, competitive self-starter
  • Excellent communications and interpersonal skills
  • Passionate focus on client satisfaction
  • Desire to operate in a fast-paced, entrepreneurial and fun environment
WHAT YOU WILL BRING
  • Master's degree, or Bachelor's degree and 2 years of related experience, or high school degree and 4 years of related experience.
  • Experince with Web-based Software. SQL. Mobile Technology
  • 4 Years experience working with Clients and problem solving while providing solutions in a technical environment.
  • 2-4 Years of experience and Strong knowledge of Fixed Income accounting for bonds, funding instruments, collateral, MBS, CLO, Swaps, etc


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 offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.

Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.

Illinois: The expected base salary for the position is between 65000 USD to 75000 USD.

In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion. 


Applications will be accepted on an ongoing basis until the position is filled.



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.

Skills Required

  • Provide technical customer support for Lightning and Singularity for Banking applications
  • Technical administration and execution of new user implementations
  • Assist in the design and specification of system enhancements
  • Participate in QA testing of new application releases
  • Update and enhance product documentation, training materials, and procedures
  • Knowledge and/or experience in Bank Capital Markets, Treasury, or Fixed Income Trading environments
  • Strong knowledge of Fixed Income accounting (bonds, funding instruments, collateral, MBS, CLO, swaps)
  • Strong analytical and problem-solving skills
  • Excellent written and verbal communication skills
  • Self-starter with strong interpersonal skills and client satisfaction focus
  • Strong accounting, finance, or investment knowledge
  • Knowledge of SQL, mobile technology, and web-based software

SS&C Technologies Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.

  • Leave & Time Off Breadth Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
  • Retirement Support Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
  • Equity Value & Accessibility Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.

SS&C Technologies Insights

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The Company
HQ: Birmingham, AL
22,000 Employees
Year Founded: 1986

What We Do

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 22,000+ employees in over 150 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.

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