Implementation Specialist
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Role details
Tech stack
Job description
- 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, * Celebrate with our Product & Development teams as they unveil updates to our platform
Requirements
Position candidates should be highly motivated with excellent communication and analytical skills in order to, * 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, * 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, * 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 fromaccreditedinstitution (Business/Finance/Information Systems Majors preferred)
Benefits & conditions
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.
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., 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 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.
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