Client Services Analyst I
Evansville, IN · On-site
Experience in a customer service or client-facing role What Sets You Apart * Degree in MIS, Computer Science, Finance, Economics, Math, or a related field * 1-2 years of experience in financial ...
Evansville, IN · On-site
Experience in a customer service or client-facing role What Sets You Apart * Degree in MIS, Computer Science, Finance, Economics, Math, or a related field * 1-2 years of experience in financial ...
Evansville, IN · On-site
Experience in a customer service or client-facing role What Sets You Apart * Degree in MIS, Computer Science, Finance, Economics, Math, or a related field * 1-2 years of experience in financial ...
Assists Financial Advisors with marketing efforts including seminars and other client-facing events. * Actively engages in available training/cross-training and educational and/or professional ...
Assists Financial Advisors with marketing efforts including seminars and other client-facing events. * Actively engages in available training/cross-training and educational and/or professional ...
Assists Financial Advisors with marketing efforts including seminars and other client-facing events. * Actively engages in available training/cross-training and educational and/or professional ...
Assists Financial Advisors with marketing efforts including seminars and other client-facing events. * Actively engages in available training/cross-training and educational and/or professional ...
If you're enthusiastic about making a measurable impact in the financial services space, we invite ... Represent the firm professionally at public-facing events and engage with prospective clients.
If you're enthusiastic about making a measurable impact in the financial services space, we invite ... Represent the firm professionally at public-facing events and engage with prospective clients.
If you're enthusiastic about making a measurable impact in the financial services space, we invite ... Represent the firm professionally at public-facing events and engage with prospective clients.
If you're enthusiastic about making a measurable impact in the financial services space, we invite ... Represent the firm professionally at public-facing events and engage with prospective clients.
Jeffersonville, IN · On-site
$73K - $99K/yr
What you'll bring * 8+ years of experience in relationship management, strategic account management, customer success, financial services, payments, or other complex client-facing environments.
Jeffersonville, IN · On-site
$73K - $99K/yr
What you'll bring * 8+ years of experience in relationship management, strategic account management, customer success, financial services, payments, or other complex client-facing environments.
Carmel, IN · On-site
... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...
Carmel, IN · On-site
... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...
... facing advisory teams and the platform operations team. The client support and audit team is ... Understanding of complex transactions and financial models * Self-driven, independent, adaptable ...
Quick apply
... facing advisory teams and the platform operations team. The client support and audit team is ... Understanding of complex transactions and financial models * Self-driven, independent, adaptable ...
Assists Financial Advisors with marketing efforts including seminars and other client-facing events. * Actively engages in available training/cross-training and educational and/or professional ...
Assists Financial Advisors with marketing efforts including seminars and other client-facing events. * Actively engages in available training/cross-training and educational and/or professional ...
Warsaw, IN · On-site
$120 - $180/hr
Serve as the senior client-facing advisor for SAP Finance transformation programs (greenfield, brownfield, selective/system conversion) * Lead due diligence, value proposition, and business case ...
Warsaw, IN · On-site
$120 - $180/hr
Serve as the senior client-facing advisor for SAP Finance transformation programs (greenfield, brownfield, selective/system conversion) * Lead due diligence, value proposition, and business case ...
Carmel, IN · On-site
... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...
Carmel, IN · On-site
... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...
Carmel, IN · On-site
... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...
Carmel, IN · On-site
... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...
Carmel, IN · On-site
... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...
Carmel, IN · On-site
... financial industry, or equivalent experience, preferred * Series 7 & 66 (or 7, 65 & 63) strongly preferred, and if not, willing to obtain Skills * Excellent client facing, interpersonal ...
Carmel, IN · On-site
$70K - $150K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Carmel, IN · On-site
$70K - $150K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Indianapolis, IN · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Indianapolis, IN · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Carmel, IN · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Carmel, IN · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Mishawaka, IN · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Mishawaka, IN · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Carmel, IN · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Carmel, IN · On-site
$61K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Carmel, IN · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
Carmel, IN · On-site
$137K - $250K/yr
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a ... History of success in relationship-building or client-facing roles * Excellent time-management ...
$49K - $53K
22% of jobs
$54.4K is the 25th percentile. Wages below this are outliers.
$53K - $57.1K
8% of jobs
$57.1K - $61.1K
19% of jobs
The median wage is $61.2K / yr.
$61.1K - $65.1K
14% of jobs
$68.6K is the 75th percentile. Wages above this are outliers.
$65.1K - $69.1K
14% of jobs
$69.1K - $73.1K
8% of jobs
$73.1K - $77.2K
2% of jobs
$77.2K - $81.2K
1% of jobs
$81.2K - $85.2K
0% of jobs
$85.2K - $89.2K
0% of jobs
$89.2K - $93.3K
12% of jobs
$49K
$66.3K
$93.3K
To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.
A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.
Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

Other
Medical, Dental, Vision, Retirement, PTO
Re-posted 20 days ago
7.7
Based on 38 frontline employees who took The Breakroom Quiz
146th of 243 rated software companies
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.
Job Description
Client Services Analyst I
Location(s): Jacksonville, FL / Chicago, IL / Evansville, IN / San Francisco, CA / Mississauga, Canada (Hybrid)
About the Role
Join SS&C's Client Services team, where financial services meet cutting-edge technology. Regardless of the platform you support, you'll be at the forefront of client success-resolving technical issues, guiding product usage, and building strong relationships with key personnel at hedge funds, asset managers, and other financial institutions. This role is ideal for individuals eager to build a career at the intersection of finance, technology, and client service.
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
Required Experience
What Sets You Apart
Join SS&C, where innovation meets global opportunities. Click here to apply.
https://www.ssctech.com/hubfs/website/pdf/Privacy-Notice-for-CA-Job-Applicants.pdf
#LI-PE1
#LI-HYBRID
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.
Get the full story on Breakroom
Sourced by ZipRecruiter
SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.
Computer and computer peripheral equipment and software wholesalers
10,000+ Employees
Windsor, CT, US
1986