Client Services Analyst
Core
Provide comprehensive support for SS&C Advent Eze OMS/PMA clients in the Asia Pacific region, ensuring optimal use and performance of financial software solutions.
Role type
Client Services Analyst (Financial Software Support)
Builds
Eze OMS/PMA software solutions for asset managers, wealth managers, and fund administrators
Domain
Financial Technology / Investment Management
Deliverable
client delivery
Required skills
troubleshooting software applications, database concepts (SQL), financial markets knowledge, investment management workflows, CRM systems, ticketing systems
Preferred skills
Cantonese language proficiency, experience with Eze Software platforms
Technologies
Eze Software, SQL, Salesforce
Responsibilities
Serve as primary point of contact for client inquiries and issues; Diagnose and troubleshoot technical problems including software configuration and data integrity; Provide functional support and guidance on Eze Software features; Escalate complex issues to senior support engineers; Document client interactions in CRM; Conduct client training sessions and demonstrations; Participate in client onboarding and initial setup
Seniority
Junior to Mid-level, 1-3 years experience
