Client Advocate

Client Advocate

SS&C Technologies, a leading financial services and healthcare technology company, invites applications for the Client Advocate position in Jacksonville, FL. The role is part of the Black Diamond Service Team, with a hybrid or remote work model.

Locations: Jacksonville, FL | Hybrid | Remote

SS&C Advent, a leading provider of software and services for the global investment management industry, is seeking a Client Advocate to support our clients using the Black Diamond Wealth Platform™ solution.

• Flexibility:
  Hybrid work model and business casual dress code, including jeans
• Your wellbeing: medical, dental, vision, employee assistance program, parental leave
• Wide ranging perspectives: commitment to celebrating a variety of backgrounds, talents, and experiences
• Training: hands‑on, team‑customized training including SS&C University

• Highly motivated with excellent communication and analytical skills; build and maintain strategic relationships with clients through proactive, consultative communication
• Self‑starter who can establish priorities, meet deadlines, and work independently in a remote/hybrid environment
• Proven work experience as a Customer Success Manager or similar role
• Excellent communication skills, including presentations and written documents
• Strong problem‑solving ability and cross‑functional collaboration
• Quick grasp of new and complex topics and ability to communicate them clearly

You will work directly with clients to solve their problems and ensure their satisfaction, collaborating with teammates to address customer questions and concerns in a timely manner. Your responsibilities include discovery and education activities that help clients troubleshoot technology and industry‑based issues via phone, email, Salesforce, virtual meetings, and occasional in‑person scenarios.

• Spend time understanding the client’s business model and system needs
• Act consultatively by offering creative solutions and proactively identifying opportunities to deliver additional value
• Identify root causes of problems, provide solutions, and own the relationship from start to finish

• Educate and train clients on rapidly changing software systems to drive adoption
• Troubleshoot platform‑specific and technology‑based issues, working with internal teams to produce resolution
• Be a Black Diamond power user to provide the most relevant and creative platform solutions

• Empathy and connection with clients
• Approachable and selfless attitude toward others
• Curiosity to ask the “why” and continuous learning
• Build trust and transparency to strengthen client relationships

• Strong desire to work with others to solve internal and client problems
• Care for teammate success and inspire creative solutions
• Great team player, willing to help others and find positives in any situation

• Celebrate with product & development teams during platform updates
• Give back and get involved in community through philanthropic opportunities and company events

Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at

SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant 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. The company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee‑based recruitment services unless explicitly requested or approached by SS&C Technologies, Inc.

or any of its affiliated companies.