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The Client Services Analyst I role involves engaging with clients, resolving technical issues, and collaborating with internal teams to ensure successful client interactions in the financial services sector.

Drive new sales within the US insurance market, managing complex processes from prospecting to closing. Maintain a strong sales pipeline and conduct outreach while collaborating with internal teams.

The Sales Executive will drive new logo sales in the US insurance market, leading the sales process, managing client relationships, and promoting SS&C products and services.

Manage and coach an Investor Services team, oversee processing of subscriptions/redemptions/transfers, handle escalations, and run correspondence and live chat operations. Ensure regulatory compliance, collaborate with fund accounting/legal/compliance, implement process improvements and systems, prepare investor reports, and participate in client due diligence and meetings to maintain high service quality.