Implementation Consultant

Client Services & Technical Support Jacksonville, Florida


Description

Are you a THOUGHTFUL individual who takes OWNERSHIP of your work and is motivated by EXECELLENCE? 

Are you someone who wants to work at a FUN and INNOVATIVE company? Do you thrive in a COLLABORTATIVE environment built on TRUST? Then you may be a perfect candidate to join the company ranked #1 on the list of Best Places to Work in Jacksonville. 

SS&C Advent, a leading provider of innovative software and services for the global investment management industry, is seeking an Implementation Consultant to join our industry leading Black Diamond Wealth Platform.  By providing a purposeful suite of tools, this cloud-based platform allows financial advisors to manage their client’s complete wealth picture through portfolio management, reporting, and rebalancing solutions which are combined with fully outsourced daily reconciliation and data management services.

 Position candidates should be highly motivated with excellent communication and analytical skills in order to:

  • Operate our proprietary internet-based performance reporting application
  • Efficiently manage 12-15 client configuration projects at once
  • Communicate with clients in a proactive, consultative & professional manner
  • Design & Deliver training to clients on our Wealth Platform
  • Decipher, process and follow through on client requests

 

Most importantly, the ideal candidate will have the ability to demonstrate our core values in all aspects of the position. For example, on a daily basis current individuals in this position:

 

OWNERSHIP

  • Spend time getting to know client’s business model and individual system needs
  • Are willing to help clients and teammates

 

EXECELLENCE

  • Are Black Diamond power users in order to provide the most relevant and creative platform solutions
  • Demonstrate an understanding of our best practices and the firm’s needs to configure the platform in the most effective way

 

THOUGHTFUL

  • Have the ability to empathize and connect with clients
  • Are approachable and display selfless attitude towards others

FUN

  • Give back to the community by participating in various philanthropic opportunities
  • Celebrate with our Product & Development teams as they unveil updates to our platform

 

INNOVATIVE

  • Are adaptive and flexible when helping develop solutions for clients
  • Not afraid to ask why and continue to learn


COLLABORATE

  • Show strong desire to work with others to solve internal issues and client problems
  • Care about the success of teammates and help inspire and empower creative solutions


TRUST

  • Thrive in an environment where employees want all teammates and every client to succeed

 

Additional Qualification Requirements:

  • 3-5 years of experience in the Financial Services industry or in a Project Management/Software Implementation role
  • Proficient with Microsoft Office, including Excel
  • Solution-oriented and analytical mindset
  • Strong communication & organizational skills
  • Experience with GoToMeeting or other online meeting tools
  • Bachelor’s Degree from accredited institution