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Client Services Consultant
Location
Connecticut
Posted
143 days ago
Salary
0
Seniority
Junior
Job Description
Client Services Consultant
SS&C Technologies
• Serves as point-of-contact for end users for specific module(s), functional and/or business area(s) • Perform problem identification & resolution for issues related to specific module(s), functional and business area(s). • Provide training to prevent problem reoccurrence and knowledge transfer. • Escalate issues to management when appropriate. • Understands the business function and works with team to define business requirements • Collect, analyze, review, document and communicate business needs and requirements to Product Development. • Translate high-level business requirements into functional specifications in use case documentation and manage changes to such specifications. • Proactively engage with clients to understand and anticipate their needs to deliver an exceptional client experience • Perform special duties/functions assigned by management • Work under general direction with minimal supervision • Provide support to clients when required, log and classify all issues and requests in the Issue tracking database • Continually work to deepen product and industry knowledge. • Proactively develop and maintain technical Precision LM and commercial real estate loan industry knowledge • Manage the case resolution process for clients by following defined procedures and ensuring cases are resolved within target response times • Exchange and share knowledge with the team to maximize knowledge and the effectiveness • Identify and escalate problems affecting a number of clients or influencing the timely resolution of one client’s inquiry
Job Requirements
- Bachelor’s degree in business or equivalent preferred.
- 1 to 5 years Customer Service experience, including but not limited to Call Center, Banking, REIT, or Financial Industries.
- Ability to manage high-pressure client situations and build trust with the clients.
- Ability to synthesize and communicate complex technical issues to non-technical audiences.
- Ability to communicate well with both internal and external audiences using excellent interpersonal, client management and communications skills.
- Outstanding time management skills and attention to details.
- Loan Servicing experience.
- Agency experience is preferred (FNMA, FHLMC, HUD, GNMA), but not required.
- Basic SQL experience is preferred, but not required.
Benefits
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical, Dental, Vision, Employee Assistance Program, Parental Leave
- Discounts on fitness clubs, travel and more!
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