Rebalancer Consultant

The Rebalancer Consultant should be highly motivated with excellent communication and analytical skills. He/she should be solutions-oriented and able to provide appropriate suggestions to clients seeking workable solutions for their customers. This person needs to be a quick thinker with exceptional organizational skills and superior project management. He/she should also be articulate, organized, patient, thorough and able to deal with a variety of people.

Join the company ranked #1 on the list of Best Places to Work in Jacksonville and Northeast Florida. Advent Software, a leading provider of award-winning software and services for the global investment management industry, is seeking an Implementation Specialist in Jacksonville, Florida.

• Flexibility
  :
  Hybrid Work Model & a Business Casual Dress Code, including jeans
• Your Future: 401k Matching Program, Professional Development Reimbursement
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave
• Diversity & Inclusion: Committed to Welcoming, Celebrating and Thriving on Diversity
• Training: Hands-On, Team-Customized, including SS&C University
• Extra Perks: Discounts on fitness clubs, travel and more

• Operating our proprietary internet-based Rebalancer application
• Communicating with clients in a proactive, consultative & professional manner through scheduled phone conversations and those that require specific client assistance
• Have the ability to decipher, process and follow through with client requests
• Work internally to help client to set up their individual, unique site within our system
• Act as a liaison between clients and internal Black Diamond departments when needed

• Proficient with Microsoft Office, including Excel
• Solution-oriented and analytical mindset
• Strong communication & organizational skills
• Working towards or have obtained a Bachelor’s Degree from accredited institution (Business/Finance/Information Systems Majors preferred)