北部地區
This role is being recruited by Open Access, a Taipei-based provider of capital markets and investment management technology solutions that support financial institutions worldwide in trading, risk management, and portfolio administration.
SS&C Eze is seeking a Client Solutions Analyst to join their Client Service team in Taipei through Open Access. We are looking for an experienced candidate with excellent problem-solving skills who can deliver outstanding service to our clients in the investment industry. Successful candidates will be self-sufficient, possess a solid understanding of the asset management business, and have prior experience servicing clients in the financial industry. This role is ideally suited for individuals with a strong blend of technical expertise and business acumen.
Your daily responsibilities will include (but are not limited to):
• Investigate and resolve problems and queries for our clients across a range of asset classes and operations.
• Be the first point of contact between SS&C Eze and the clients using the applications, taking responsibility when required for managing the ongoing relationship between the two entities.
• Work closely with and assisting the other internal teams using your technical and business knowledge when required.
• Examples of day to day activities can include (but are not limited to):
o Support clients with the use of the Order Management System & Portfolio Management & Accounting System to manage their daily trading activities including order routing and execution, market data delivery, reporting and back-office services.
o Execute high-touch coverage assignments for our Enterprise and Strategic multi-broker buy-side institutional clients.
o Participate in the new client onboarding handover process from project to support teams
o Carry out client training
o Identify client trends by analyzing data from Eze CRM and recommend solutions to reduce unnecessary support overhead