Rebalancer Consultant

Posted Yesterday
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Jacksonville, FL, USA
In-Office
Entry level
Fintech • Software
The Role
Operate the Rebalancer application, assist clients through proactive communication, process and resolve client requests, configure client sites, and coordinate with internal departments. The role requires analytical thinking, organization, communication, Microsoft Office proficiency, and a business, finance, or information systems educational background.
Summary Generated by Built In

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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


Rebalancer Consultant

Locations: Jacksonville, FL | Hybrid


About the Role

The Rebalancer Consultant should be highly motivated with excellent communication and analytical skills. He/she should be solutions-oriented and able to provide appropriate suggestions to clients seeking workable solutions for their customers. This person needs to be a quick thinker with exceptional organizational skills and superior project management. He/she should also be articulate, organized, patient, thorough and able to deal with a variety of people. 


Join the company ranked #1 on the list of Best Places to Work in Jacksonville and Northeast Florida. Advent Software, a leading provider of award-winning software and services for the global investment management industry, is seeking an Implementation Specialist in Jacksonville, Florida. 


Why Join SS&C

SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.


You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.


How You Will Make an Impact  

  • Operating our proprietary internet-based Rebalancer application
  • Communicating with clients in a proactive, consultative & professional manner through scheduled phone conversations and those that require specific client assistance
  • Have the ability to decipher, process and follow through with client requests
  • Work internally to help client to set up their individual, unique site within our system
  • Act as a liaison between clients and internal Black Diamond departments when needed

Required Experience

  • Proficient with Microsoft Office, including Excel 
  • 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) 

Join SS&C, where innovation meets global opportunities. Click here to apply.


#LI- AL

#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 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.



 


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

  • Proficiency with Microsoft Office, including Excel
  • Solution-oriented and analytical mindset
  • Strong communication and organizational skills
  • Working toward or possessing a bachelor's degree from an accredited institution
  • Business, Finance, or Information Systems major

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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