Teams at SS&C Technologies

Respond to inbound inquiries from shareholders, brokers, and dealers while delivering accurate, high-quality customer service. Responsibilities include issue resolution, operational support, mentoring and training new employees, service-level reporting, client onboarding, documentation, compliance, quality assurance, and process improvement. The role requires strong communication, problem-solving, multitasking, computer proficiency, and at least one year of customer service experience in retail, banking, or financial services.

Provides client-facing consulting for real estate property management software implementations and business transformation initiatives. Manages full lifecycle SaaS deployments, onboarding companies and property data, and provides strategic guidance. Responsibilities include financial reporting, bank reconciliations, fixed-asset tracking, lease management, accounts payable processing, operational documentation, and report development using F-9 Cumulus. Requires property accounting experience and familiarity with Skyline, Yardi, or MRI.

Provides client relationship and investor services support for alternative investment products. Handles inbound and outbound inquiries, researches and resolves issues, processes investor account transactions, oversees service quality, manages escalations, and collaborates with internal teams. The role also supports process improvements, service efficiency, client satisfaction, and ongoing professional development.