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SS&C

Cloud-based SaaS for financial operations

Client Services Analyst

Customer SupportConfirmed live in the last 24 hours
Full-timeHong KongNo salary listed

About the Job

Requirements

  • A Bachelor's degree in Finance, Business, Information Technology, or a related field is required.
  • One to three years of experience in a client-facing support role is required; financial technology industry experience is preferred.
  • Strong understanding of financial markets, investment management, and trading workflows is required.
  • Problem-solving and analytical ability with attention to detail is required.
  • Written and verbal communication skills sufficient to explain complex technical concepts clearly are required.
  • Proficiency in troubleshooting software applications and understanding database concepts such as SQL are required.
  • Ability to work independently and as part of a team in a fast-paced environment is required.
  • Strong organizational skills and ability to manage multiple priorities effectively are required.
  • Fluency in English is required.

Responsibilities

  • Serve as the primary point of contact for client inquiries, issues, and requests related to Eze Software products.
  • Diagnose and troubleshoot technical problems involving software configuration, data integrity, and system performance.
  • Provide functional support and guidance on Eze Software platform features to help clients optimize workflows.
  • Escalate complex issues to senior support engineers or development teams and track their resolution.
  • Document client interactions, solutions, and resolutions accurately in the customer relationship management system.
  • Conduct client training sessions and demonstrations of new features or functionalities.
  • Identify opportunities to improve client satisfaction and product utilization, and collaborate with product development and sales teams to share client feedback and enhance product offerings.
  • Participate in client onboarding and assist with initial setup and configuration.
  • Stay up to date with product releases, updates, and industry best practices.

Desired Qualifications

  • Proficiency in Cantonese is an advantage.
  • Experience with customer relationship management systems such as Salesforce and ticketing systems is a plus.

About the Company

SS&C

Cloud-based SaaS for financial operations

SS&C Technologies provides cloud-based software and services for financial services firms, focusing on investment and asset management. Its subscription-based SaaS tools automate back-office tasks, portfolio and investment management, and related workflows, all hosted in the cloud. The platform integrates with other financial systems to manage assets, processing, reporting, and compliance from a single place, helping reduce manual work and costs. By offering breadth across wealth, asset, and property management with a services-enabled SaaS model, its goal is to automate, standardize, and optimize back-office operations so firms can focus on managing investments and client relationships.

Company size
10,001+
Company stage
IPO
Headquarters
Windsor, CT
Founded
1986

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