SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
SS&C Eze is seeking an Associate Engagement Specialist to manage our client request portal, Destination Station, in Salesforce. At SS&C Eze, we are passionate about investing in our employees and delighting our clients. This environment has helped us create a community focused on employee interests and well-being, innovation, and skill-building.
Overview
Electronic trading is a huge part of our business, and it all runs through Destination Station. In managing our request portal, you will interact externally with buy-side clients and sell-side clients and internally with developers, account managers, project managers, and trading experts to translate business needs into technical solutions that get the most out of our products and our Salesforce CRM. This role also wears several hats – project manager, support representative, Salesforce analyst – all to ensure our buy-side customers can trade quickly and efficiently with our hundreds of sell-side partners.
Day to Day
- Manage SS&C Eze’s Salesforce client request portal, Destination Station
- Build relationships with buy-side and sell-side clients
- Set appropriate project expectations and follow through on deliverables
- Collaborate with developers and account managers to prioritize enhancements driven by data from Salesforce and other systems
- Provide real-time support to external and internal stakeholders as a Destination Station subject matter expert
Minimum Experience
- Bachelor’s Degree from a related field
- Ability to manage multiple tasks and small projects across multiple clients at the same time
- Strong organization skills and must be detail-oriented
- Consistent positive attitude, even when dealing with difficult situations
- Must be able to manage expectations on deliverables to internal and external stakeholders
- Ability to understand key interdependencies and impact of work
- A motivated individual who is proactive about completing tasks and picking up projects
- Existing knowledge or ability to learn complexities of investment trading workflows
It would be great if you also had:
- Familiarity with Salesforce or other CRM
- Experience working with buy-side and sell-side traders or trading operations roles
From the Manager:
“Our team has embraced the growth mindset by consistently finding ways around roadblocks and technical hurdles. We no longer are satisfied with identifying the problem, but instead ask, “how can we make this better?” This mentality has increased productivity, helped create employee resource groups, and kept our team engaged with clients while working from home. We want an individual who has embraced the growth mindset and can bring new ideas and energy to the team.”
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 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.
