Client Services Specialist

5 days ago


WorkFromHome, Hong Kong SAR China SS&C Full time

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology. Job Description Client Services Specialist Locations: Hong Kong Hybrid Get To Know Us SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management wealth management and alternative investment space around the globe. Why You Will Love It Here Flexibility : Hybrid Work Model and Business Casual Dress Code including jeans Centralized location 6 minutes walk from Wanchai MTR station Your Future : Professional Development Reimbursement Work / Life Balance : Flexible Personal / Vacation Time Off Sick Leave Paid Holidays Marriage Leave Study Leave Your Wellbeing : Medical Dental Vision Life Insurance Employee Assistance Program and Provident Fund Contribution Diversity & Inclusion : Committed to Welcoming Celebrating and Thriving on Diversity Training : Hands-On Team-Customized including SS&C University Education : Employee Tuition Reimbursement for employees who are eligible Extra Perks : Bonus Scheme SS&C Stock(s) Allocation for employees who are eligible What You Will Get To Do : Geneva Support Representative / Specialist Brief Description : Candidates will be focused on providing great service to optimize the way that Clients use their software solutions. Ideal candidates should have excellent English communication skills and willing to grow as a proactive problem solver who provides that highest level of Client solutions through a strong-based skills set gained with an extensive working accounting / technical knowledge and customer service. Roles and Responsibilities : Provide high level and in-depth technical support by resolving inquiries by phone e-mail and web in a manner and time frame consistent with department and team service levels and goals. Work collaboratively with Clients team members implementation consultants and resources across Advent global office locations to achieve desired results. Own and address Client needs and product issues from inception to resolution. Interpret and validate technical issues test solutions follow-up and escalate when necessary. Maintain and create detailed documentation through logging of support cases e-mail and knowledge base articles for Client and internal use. What You Will Bring : Accounting (World Investor) Candidate Strong background on accounting or have previously worked for any finance related accounts (JP Morgan CITCO Bank of America Thomson Reuters Bloomberg) is preferred Solid knowledge of US GAAP IFRS or PRC GAAP is required Experience working with Portfolio Management Fund Accounting Prime Broker or other global back-office financial accounting solution is preferred Knowledge of fundamental financial instruments (equities and fixed incomes) is required Knowledge of derivatives (i.e. Futures Options SWAPS Bank Debt OTC and Exchange Traded) is a plus Sensitive to numbers and familiar with the use of Excel formula or macro is preferred Intermediate knowledge about business finance. Prior work experience related to hedge funds mutual funds is a plus. CFACPAFRM Certified is a plus Architecture Candidate Solid working knowledge of a Windows Server environment is required Knowledge with MS SQL Server maintenance MS SQL language and store procedure is required Knowledge of programming scripting and automation experience is preferred Knowledge of Docker Kubernetes Cloud Unix or Linux environment is preferred Working knowledge of networks system architecture database (Oracle MySQL MangoDB) preferably as a System Admin or Database Admin is a plus Knowledge of MS SQL Reporting Service is a plus Prior experience in a client service role is a plus. PMP Certified is a plus Other Skills : Excellent written and oral English communication skills with a strong attention to detail are required. English and Mandarin proficiency is required. Proven aptitude to learn knowledge and information in a timely manner is required. Solid troubleshooting and analysis / resolution skills are required. Can attend to Clients need / inquiries via phone remote session or Email. Ability to understand and convey client business requirements to escalation with development teams is required. Works really well under pressure. Can be resourceful even with limited tools & resources. Okay to work during graveyard hours during holidays. Okay to do schedule swap (US to APAC US to EMEA) if needed. We encourage applications from people of all backgrounds to enable us to bring diverse perspectives to our thinking and conversation. Its important to us that we strive to have a workforce that is diverse in the widest sense. Thank you for your interest in SS&C If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ 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 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. Required Experience : IC Key Skills Criminal Justice,Account Payable,Economics,Front End,Facilities Management,Domestic Employment Type : Full-Time Experience : years Vacancy : 1 #J-18808-Ljbffr



  • WorkFromHome, Hong Kong SAR China SS&C Technologies Holdings Full time

    Job Description Client Services Specialist Locations : Hong Kong | Hybrid Get To Know Us : SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual...


  • WorkFromHome, Hong Kong SAR China SS&C Technologies Full time

    SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe. 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...


  • WorkFromHome, Hong Kong SAR China SS&C Full time

    A leading financial services company in Hong Kong seeks a Client Services Specialist to provide high-level technical support. The role requires excellent English communication skills and a strong background in finance or accounting. Key responsibilities include resolving client inquiries, collaborating with team members, and maintaining detailed...


  • WorkFromHome, Hong Kong SAR China Statrys Corporate Services Limited Full time

    Founded in 2019 and headquartered in Hong Kong, Statrys is a fast-growing fintech company on a mission to redefine how entrepreneurs and SMEs manage their finances across Asia-Pacific. We provide a suite of digital services—business accounts, company incorporation, accounting, and payment solutions—specifically designed for modern cross-border...


  • WorkFromHome, Hong Kong SAR China SS&C Advent Full time

    SS&C Advent delivers financial technology solutions and services to financial services clients in the asset management, wealth management, and alternative investment space around the globe. Why You Will Love It Here! Flexibility : Hybrid Work Model and Business Casual Dress Code, including jeans, Centralized location – 6 minutes’ walk from Wanchai MTR...


  • WorkFromHome, Hong Kong SAR China Harbridge Partners Limited Full time

    Add expected salary to your profile for insights Job Title: Trade and Clients Support Specialist Location: Admiralty, Hong Kong Job Description & Responsibilities A Trade and Clients Support Specialist acts as a liaison to professional clients in the Asia-Pacific region, including broker‑dealers, hedge funds, investment managers, and proprietary trading...


  • WorkFromHome, Hong Kong SAR China ioTech Solutions Full time

    Our client is a financial technology company for borderless businesses. Founded in 2014, their Global Account platform offers businesses of all sizes a single finance app for global growth. Features include multi-currency digital wallets, on-demand virtual bank accounts, worldwide payments, currency exchange, and instant Visa cards. We value innovative...

  • APAC Trade

    3 days ago


    WorkFromHome, Hong Kong SAR China Interactive Brokers Group, Inc. Full time

    A global financial services firm is seeking a Trade and Clients Support Specialist in Hong Kong to serve professional clients. This role involves responding to inquiries, investigating trade issues, and meeting with institutional clients to introduce services. Candidates should possess strong product knowledge in equities and trading, with excellent English...

  • Institutional Trade

    3 days ago


    WorkFromHome, Hong Kong SAR China Harbridge Partners Limited Full time

    A financial services firm based in Hong Kong is looking for a Trade and Clients Support Specialist to manage client relationships with broker-dealers and investment managers. This role involves responding to inquiries, investigating trade issues, and meeting with institutional clients. Candidates should have a strong knowledge of financial products,...


  • WorkFromHome, Hong Kong SAR China ioTech Solutions Full time

    A financial technology company in Hong Kong is seeking an enthusiastic Client Support Specialist to join their world-class client service team. This role allows for a hybrid work approach, spending 4 days in-office to maximize productivity. Responsibilities include onboarding clients, communicating feedback across teams, and problem-solving for client...