Client Services Consultant

Client Services Consultant 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. The Client Services Consultant is a position that performs tasks necessary for the support of the business needs of the client. These individuals must be able to analyze the business needs of the client and identify the means for fulfilling those needs within the Company's applications. The Client Services Consultant will need to be adept at the art of client diplomacy and team relationship building, in addition to possessing sound project management skills to apply these attributes to meet the clients' business needs. This requires developing and maintaining an excellent working relationship with the client(s) and the team, in addition to possessing an excellent understanding of the industry and the various system solutions. The person will be the liaison between the client and the development teams to analyze solutions that meet the client's business requirements and ensure goals are met with technology deliverables. The Client Services Consultant should have experience with a diverse range of technologies; this should include a basic understanding of financial systems, network setup, general understanding of system design, project management. To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. What You Will Get to Do: Serves as point-of-contact for end users for specific module(s), functional and/or business area(s) Perform problem identification & resolution for issues related to specific module(s), functional and business area(s). Provide training to prevent problem reoccurrence and knowledge transfer. Escalate issues to management when appropriate. Understands the business function and works with team to define business requirements Collect, analyze, review, document and communicate business needs and requirements to Product Development. Translate high-level business requirements into functional specifications in use case documentation and manage changes to such specifications. Proactively engage with clients to understand and anticipate their needs to deliver an exceptional client experience Perform special duties/functions assigned by management "Essential Day to Day Responsibilities" Work under general direction with minimal supervision Excellent oral and written communication skills Proven ability to work in a successful team environment Excellent interpersonal skills Excellent time management and organizational skills Ability to juggle competing priorities, multiple clients, timelines and expectations with accuracy and professional acumen Highly motivated and flexible Provide support to clients when required, log and classify all issues and requests in the Issue tracking database Continually work to deepen product and industry knowledge. Proactively develop and maintain technical Precision LM and commercial real estate loan industry knowledge Manage the case resolution process for clients by following defined procedures and ensuring cases are resolved within target response times Exchange and share knowledge with the team to maximize knowledge and the effectiveness Identify and escalate problems affecting a number of clients or influencing the timely resolution of one client's inquiry What You Will Bring: Bachelor's degree in business or equivalent preferred. 1 to 5 years Customer Service experience, including but not limited to Call Center, Banking, REIT, or Financial Industries. Ability to manage high-pressure client situations and build trust with the clients. Ability to synthesize and communicate complex technical issues to non-technical audiences. Ability to communicate well with both internal and external audiences using excellent interpersonal, client management and communications skills. Outstanding time management skills and attention to details. Loan Servicing experience. Agency experience is preferred (FNMA, FHLMC, HUD, GNMA), but not required. Basic SQL experience is preferred, but not required. 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.

Created: 2026-03-11