Sam Small Email & Phone Number

San Francisco, Ca, Us

San Francisco, Ca, Us

As a Senior Consultant at SS&C Advent, I have had the opportunity to work with a diverse range of clients in the financial services industry. My role has focused primarily on providing strategic guidance to clients seeking to optimize their investment strategies and operations.My experience in Wealth Investment has been invaluable in this role. I have a deep understanding of the complexities of the industry and have been able to use this knowledge to provide tailored solutions to each of our clients. This has included working on complex projects such as system conversions, upgrades, and process optimization reviews.My responsibilities have been varied, but have included solution definition, requirements analysis, system configuration and customization, scope analysis, workflow consulting, data mapping, detailed project documentation, issue resolution, testing, customer training/education, solution deployment and implementation, and transitory post-implementation support. I have also had the opportunity to work closely with other functional groups, including marketing/sales, applications analysis, and development teams, to introduce and support new product functionality and/or additional product and/or service offerings.Throughout my time at SS&C Advent, I have demonstrated a commitment to excellence in everything I do. I am passionate about delivering results and have a track record of success in providing comprehensive solutions that exceed client expectations. I have also had the opportunity to mentor and train colleagues, which has been a rewarding experience.Overall, my time as a Senior Consultant at SS&C Advent has been both challenging and rewarding. I look forward to continuing to work with our clients and helping them achieve their goals.

San Francisco, Ca, Us

San Francisco, Ca, Us

San Francisco, Ca, Us

•I received the 2015 Support Excellence Award - Jacksonville Office•Continuing to develop core knowledge of Advent's product suite and building product expertise•Creating an avenue to cross collaborate with other teams and departments in an effort to resolve client issues and increase client satisfaction•Tasked to be more vocal in addressing needs of the team as well as training new hires•Continuing to build strong troubleshooting skills and effective issue analysis•Build documentation skills and increase knowledge sharing with clients and the Knowledge Group team•Intermediate SQL skills; Able to write more complex query statements*Stronger understanding of Performance and Fixed Income Reporting

San Francisco, Ca, Us

Job Responsibilities •Provide high level and in depth technical support by resolving inquiries by phone, e-mail and web, in a manner and time frame consistent with department and team service levels and goals.•Work collaboratively with clients, team members, implementation consultants, and resources across the company to achieve desired results.•Continue internal education, training and certifications to stay ahead of an evolving financial industry landscape, learn new product releases, and increase your value to the company and the client base.•Own and address client needs and product issues from inception to resolution.•Interpret and validate technical issues, test solutions, follow-up and escalate when necessary.•Maintain and create detailed documentation through logging of support cases, e-mail and knowledge base articles for client and internal use.