Senior Client Implementation Specialist at Broadridge engaging with clients to deliver solutions in investment management. Focusing on workflow reviews and project management to ensure timely deployments.
About the role
- OMS Implementation Consultant at SS&C providing financial technology solutions for clients. Collaborating on project implementation and configuration in a hybrid work environment.
Responsibilities
- Work with the sales team and implementation architects to understand client needs/workflows for the Order Management System during beginning stages of project
- Implement, configure, and test the front-office product suite with a focus on core Order Management functions and integrations
- Manage multiple concurrent projects across global clients and help address the pipeline of new implementation work
- Work alongside team members to help as they manage all aspects of the Eze OMS implementation from gathering and documenting business requirements to outlining systems configuration and integration concerns; provide backup coverage when needed and share in team successes
- Implement key workflow configurations as agreed upon in documented Business Requirements
- Coordinate and help document user acceptance testing and configurations utilizing a training tracker matrix
- Lead OMS overview and deep-dive product training sessions for various user personas including Portfolio Managers, Traders, and Operations
- Coordinate and collaborate with internal specialist teams (FIX, APIs, Compliance, etc.), clients and third parties, and assist Project Managers in providing status updates
- Support client go-live events both onsite and remotely as required; investigate/triage issues on the fly during the post go-live period prior to transitioning client to BAU support
- Document client configurations and customizations to be referenced for support teams
- Actively engage with stakeholders to identify areas of inefficiency and improve internal team processes
- Continuously develop business knowledge of the investment management industry through exposure to different client profiles including hedge funds, asset managers, and ETF providers
Requirements
- Bachelor’s degree required
- 2 – 10 years of professional experience in either a financial services or technology support role preferred
- Demonstrated project management and organizational skills; must have the ability to prioritize and manage multiple projects effectively in a fast-paced environment
- Must have analytical thinking and problem-solving abilities
- Effective communication skills to set internal and external expectations
- Working knowledge of relational databases, Windows server environments and experience learning new technical tools.
Benefits
- Flexibility: Hybrid Work Model and Business Casual Dress Code, including jeans
- 401k Matching Program
- Professional Development Reimbursement
- Flexible Personal/Vacation Time Off
- Sick Leave
- Paid Holidays
- Medical
- Dental
- Vision
- Employee Assistance Program
- Parental Leave
- Discounts on fitness clubs, travel and more!
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Customer Engineer managing onboarding and adoption for Aircall's AI - powered communications platform. Leading customer success initiatives through technical expertise and project management.
Veterinary Software Implementation Specialist training veterinary professionals on ezyVet software. Project managing implementations and delivering webinar - based training while collaborating with internal teams.
Implementation Consultant guiding customers through the software implementation journey at Intelex. Partnering with clients to create tailored, impactful solutions that improve their operations.
Senior Implementation Consultant guiding customers through the deployment of home health and hospice software. Leading implementation phases to ensure successful software adoption across agencies.
Senior Implementation Specialist managing client implementations of AI - driven learning products. Overseeing multiple projects and driving client satisfaction through effective onboarding and support.
API & Implementation Consultant at Wolters Kluwer implementing software and API certifications for clients in Belgium and the Netherlands. Collaborating with internal teams to enhance customer satisfaction and project delivery.
Retail Implementation Specialist managing new independent Metcash stores, refurbishments, and fit - outs. Collaborating with retailers and teams to plan and execute store improvements and project deliverables.
Técnico de Mantenimiento de Segunda Línea en soporte IT para clientes en sitio. Ejecutando procedimientos técnicos y solución de problemas con atención a detalles y comunicación clara.
Workday Implementation Consultant enhancing HR processes through software solutions. Analyzing client needs and providing training for effective utilization of Workday HCM applications.