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SS&C Technologies

Client Advocate

SS&C Technologies, Jacksonville, Florida, United States, 32290

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Client Advocate SS&C Technologies, a leading financial services and healthcare technology company, invites applications for the Client Advocate position in Jacksonville, FL. The role is part of the Black Diamond Service Team, with a hybrid or remote work model.

Locations:

Jacksonville, FL | Hybrid | Remote

Get To Know The Team SS&C Advent, a leading provider of software and services for the global investment management industry, is seeking a Client Advocate to support our clients using the Black Diamond Wealth Platform™ solution.

Why You Will Love It Here!

Flexibility: Hybrid work model and business casual dress code, including jeans

Your wellbeing: medical, dental, vision, employee assistance program, parental leave

Wide ranging perspectives: commitment to celebrating a variety of backgrounds, talents, and experiences

Training: hands‑on, team‑customized training including SS&C University

What You Will Bring

Highly motivated with excellent communication and analytical skills; build and maintain strategic relationships with clients through proactive, consultative communication

Self‑starter who can establish priorities, meet deadlines, and work independently in a remote/hybrid environment

Proven work experience as a Customer Success Manager or similar role

Excellent communication skills, including presentations and written documents

Strong problem‑solving ability and cross‑functional collaboration

Quick grasp of new and complex topics and ability to communicate them clearly

What You Will Get To Do You will work directly with clients to solve their problems and ensure their satisfaction, collaborating with teammates to address customer questions and concerns in a timely manner. Your responsibilities include discovery and education activities that help clients troubleshoot technology and industry‑based issues via phone, email, Salesforce, virtual meetings, and occasional in‑person scenarios.

Customer Value Realization

Spend time understanding the client’s business model and system needs

Act consultatively by offering creative solutions and proactively identifying opportunities to deliver additional value

Identify root causes of problems, provide solutions, and own the relationship from start to finish

Adoption and Client Retention

Educate and train clients on rapidly changing software systems to drive adoption

Troubleshoot platform‑specific and technology‑based issues, working with internal teams to produce resolution

Be a Black Diamond power user to provide the most relevant and creative platform solutions

Emotional Intelligence

Empathy and connection with clients

Approachable and selfless attitude toward others

Curiosity to ask the “why” and continuous learning

Build trust and transparency to strengthen client relationships

Collaboration

Strong desire to work with others to solve internal and client problems

Care for teammate success and inspire creative solutions

Great team player, willing to help others and find positives in any situation

Have Fun!

Celebrate with product & development teams during platform updates

Give back and get involved in community through philanthropic opportunities and company events

Apply Here Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.ssctech.com/careers.

Equal Employment Opportunity SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant 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. The company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee‑based recruitment services unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies.

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