Investment Rebalancer Solutions Consultant

SS&C Technologies; Jacksonville (FL); On-site; USD 55,000 - 85,000; Full time

Job summary

SS&C Technologies in Jacksonville, FL is seeking an Implementation Specialist to support the Rebalancer application and help clients optimize their use across teams.

You will communicate with clients in a proactive, consultative manner, decipher requests, and coordinate with internal departments to ensure successful deployments. This role requires Excel and Microsoft Office proficiency, strong organizational skills, a solution‑oriented mindset, and a Bachelor’s degree in Business/Finance/IS.

Qualifications

• Proficient with Microsoft Office, including Excel.
• Solution-oriented and analytical mindset.
• Strong communication and organizational skills.
• Bachelor’s degree in Business, Finance or Information Systems preferred.

Responsibilities

• Operate the Rebalancer application.
• Communicate with clients in a proactive, consultative manner through scheduled calls.
• Decipher, process and follow through with client requests.
• Help clients set up their individual site within the system.
• Act as liaison between clients and internal departments when needed.

Skills

Solution-oriented

Analytical mindset

Communication skills

Organizational skills

Education

Bachelor's degree in Business/Finance/Information Systems

Tools

Microsoft Office

Excel

Job description

SS&C Technologies in Jacksonville, FL is seeking an Implementation Specialist to support the Rebalancer application and help clients optimize their use across teams.

You will communicate with clients in a proactive, consultative manner, decipher requests, and coordinate with internal departments to ensure successful deployments. This role requires Excel and Microsoft Office proficiency, strong organizational skills, a solution‑oriented mindset, and a Bachelor’s degree in Business/Finance/IS.