Data Services Support Representative Client Services & Technical Support San Francisco, California Description SS&C Advent, the leading provider of automated solutions for investment professionals, is seeking a talented individual to join the Data Services Support team. The position is for a Support Representative, supporting the Advent Custodial Data (ACD) service, and is based in San Francisco. ACD is a market-leading custodial data aggregation service that electronically collects, consolidates, and delivers custodial data to SS&C/Advent clients. ACD enables our clients to efficiently retrieve and compare information that is collected from hundreds of custodians, brokers and other sources, with information that is in their SS&C/Advent solution. With efficient reconciliation, SS&C/Advent clients can maintain accurate cash and securities balances, reduce settlement risk, generate client statements more quickly and ensure compliant trading. In addition, they can cost-effectively grow their business with the flexibility to add new accounts and custodian relationships. Job Responsibilities * This position works closely with our clients to assist with the addition or removal of accounts from the ACD service. * Actively consult & communicate with clients regarding the details associated with new data setups activity in a timely manner. * Follow up on pending requests and resolve issues as they arise. * Work collaboratively with our data partners and other teams at SS&C/Advent to ensure client needs are met.

• Continuously monitor cases & communicate status updates to internal/external constituents as appropriate. * Effectively document customer and data partner interactions within Salesforce cases and email. * Strong emphasis on supporting & promoting teamwork & keeping management informed of areas where processes may be improved. * Using knowledge of SS&C/Advents organization to maximize effectiveness as a resource for clients. Qualifications Requirements * 1-2 years of experience in customer-facing or client service organization. * Experience in a financial services back office or operations environment, or other experience demonstrating the ability to process a high volume of requests with great accuracy. * Experience using Microsoft Office tools and Salesforce. * Required individual characteristics include: * Impeccable written and verbal business communication skills. * Strong technical and analytical aptitude with the ability to quickly learn and adopt methods for tracking customer requests. * Passion for improving customer and internal workflows- able to effectively provide ideas on resolving complex work streams. * Strong business skills and ability to quickly understand business processes. * Self-starter. * Strong client focus and professional demeanor. * Team-oriented; ability to work effectively with a wide range of people and roles. * Ability to balance and manage multiple, competing priorities while maintaining accuracy. The following qualifications are strongly advantageous and preferred: * Bachelor's degree. * Experience within financial services utilizing technology. * Knowledge of the financial industry, including different domestic and foreign financial instruments. * Previous support or client services experience. * Previous experience using a CRM to track tasks and client requests. Though it would be great if you could fulfill everything on our lists, specific or required skills are not everything. Equally or more important is, a demonstrated ability to learn new skills, a desire to play a key role on our team, and general compatibility with the Data Support team. Why work for SS&C/Advent? If you've got what it takes to be a great Data Service Rep and want to work on a hardworking, success-oriented and fun team, then apply today. At SS&C Advent, you will find a rewarding career where you can thrive at every level. We invest in our employees through offering competitive compensation and benefits, progressive training opportunities, and wellness programs that empower employees to achieve total (physical, financial, social & community) wellbeing. In addition to challenging and meaningful work, you will find a strong work-life balance and deep commitment to giving back to the communities where we live and work. Advent's culture thrives on teamwork and diversity. So, bring your unique perspective and talent to Advent and thrive in your work today! SS&C Advent is an equal opportunity employer, committed to a diverse workforce. Principals only please. NO AGENCY CANDIDATES WILL BE CONSIDERED. Please apply directly to Advent. No phone calls please