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Client Support Representative

San Francisco, CA
Full-Time

Job Description

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

Product Representative

Location: San Francisco, CA | Hybrid (6 days/month)

Get To Know The Team:

Are you looking for a place that perfectly blends financial services and technology? Do you enjoy problem-solving? At SS&C Advent Client Support, we help make our clients successful by solving their technical challenges and by guiding the use of our various software and services offerings.

Does the prospect of joining a company voted the Best Place to Work in Jacksonville excite you? Do you want a career and not just a job? Then you should talk to us.

*CS Reps go through a training program for up to 8 weeks with a variety of checkpoints built in.

Passing exams and final certification, as well as proving your ability to perform the job throughout this process, is required to stay employed at SS&C Advent. Will you accept this challenge?

What we’ll provide:

  • Excellent training based on 30+ years of industry experience.

  • Well-defined career paths.

  • Access to technology, such as SQL, UNIX, and Linux.

  • A teamwork-based culture.

  • Issues (low-volume, high-complexity) and assignments that will challenge you daily.

  • An environment where you will work directly with clients, team members, implementation consultants, and resources across our global office locations to achieve desired results.

What You Will Get To Do:

  • As a Product Representative for the Client Services (CS) Group, you will provide great service to Advent Software’s clients by resolving technical and product functionality inquiries via phone, web, and e-mail to ensure the successful use of our solutions and a high level of customer satisfaction.

What You Will Bring:

  • Strong customer focus and ability to manage and exceed clients’ expectations for support.

  • Excellent interpersonal skills and ability to work well within a team environment.

  • Superior troubleshooting and analysis/ resolution skills.

  • Proven aptitude to learn complex technical and theoretical information quickly.

  • Ability to prioritize and manage multiple complex issues and adapt to different challenges and changing priorities.

  • Excellent written and verbal communication skills in English, with a strong attention to detail.

  • Ability to understand and convey client business requirements to senior-level resources for escalation.

  • Working knowledge of MS Windows, MS Office, system architecture, and environments.

  • Flexibility to support market hours.

  • Occasional weekend on-call availability needed to satisfy Advent’s 24x7 Global support model

  • A Bachelor’s Degree.

Advantageous and preferred:

  • A degree in MIS, computer science, economics, or finance.

  • 1-2 years of work experience in financial services or accounting

  • Experience with Advent Geneva/APX or another portfolio accounting application.

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.

#LI-DS3

#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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

California: Salary range for the position: 60000 USD to 70000 USD.

PDN-a048018b-d481-402a-9555-055610198e19

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

Product Representative

Location: San Francisco, CA | Hybrid (6 days/month)

Get To Know The Team:

Are you looking for a place that perfectly blends financial services and technology? Do you enjoy problem-solving? At SS&C Advent Client Support, we help make our clients successful by solving their technical challenges and by guiding the use of our various software and services offerings.

Does the prospect of joining a company voted the Best Place to Work in Jacksonville excite you? Do you want a career and not just a job? Then you should talk to us.

*CS Reps go through a training program for up to 8 weeks with a variety of checkpoints built in.

Passing exams and final certification, as well as proving your ability to perform the job throughout this process, is required to stay employed at SS&C Advent. Will you accept this challenge?

What we’ll provide:

  • Excellent training based on 30+ years of industry experience.

  • Well-defined career paths.

  • Access to technology, such as SQL, UNIX, and Linux.

  • A teamwork-based culture.

  • Issues (low-volume, high-complexity) and assignments that will challenge you daily.

  • An environment where you will work directly with clients, team members, implementation consultants, and resources across our global office locations to achieve desired results.

What You Will Get To Do:

  • As a Product Representative for the Client Services (CS) Group, you will provide great service to Advent Software’s clients by resolving technical and product functionality inquiries via phone, web, and e-mail to ensure the successful use of our solutions and a high level of customer satisfaction.

What You Will Bring:

  • Strong customer focus and ability to manage and exceed clients’ expectations for support.

  • Excellent interpersonal skills and ability to work well within a team environment.

  • Superior troubleshooting and analysis/ resolution skills.

  • Proven aptitude to learn complex technical and theoretical information quickly.

  • Ability to prioritize and manage multiple complex issues and adapt to different challenges and changing priorities.

  • Excellent written and verbal communication skills in English, with a strong attention to detail.

  • Ability to understand and convey client business requirements to senior-level resources for escalation.

  • Working knowledge of MS Windows, MS Office, system architecture, and environments.

  • Flexibility to support market hours.

  • Occasional weekend on-call availability needed to satisfy Advent’s 24x7 Global support model

  • A Bachelor’s Degree.

Advantageous and preferred:

  • A degree in MIS, computer science, economics, or finance.

  • 1-2 years of work experience in financial services or accounting

  • Experience with Advent Geneva/APX or another portfolio accounting application.

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.

#LI-DS3

#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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.

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.

Salary is determined by various factors including, but not limited to, relevant work experience, job related knowledge, skills, abilities, business needs, and geographic regions.

California: Salary range for the position: 60000 USD to 70000 USD.

PDN-a048018b-d481-402a-9555-055610198e19

About SS&C

SS&C is a leading global provider of mission-critical, cloud-based software and solutions for the financial and healthcare industries. Named to the Fortune 1000 list as a top U.S. company based on revenue, SS&C (NASDAQ: SSNC) is a trusted provider to more than 20,000 financial services and healthcare companies, with over 25,000 employees and operations in more than 40 countries. Built upon a foundation of expertise, innovation and excellent customer service, SS&C powers some of the largest financial and healthcare firms in the world.

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Nov 5, 2025
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