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SS&C Technologies Mock Interview

To help you prepare for a SS&C Technologies job interview, here are 27 interview questions and answer examples.

SS&C Technologies was written by and updated on April 13th, 2020. Learn more here.

Question 1 of 27

If you were having an interaction with a client here at SS&C Technologies and you weren't able to answer their question or solve their problem on your own, how would you handle that situation?

How to Answer

As the forward facing client services representative with SS&C Technologies, you may be asked serious financial or market related questions that either don't know or aren't qualified to answer. In those situations, you will be expected to explain to the customer how that question will be answered and then deliver a timeline on when it can be answered. In the end, the customer wants to know the clear path to ease their mind and it will be your job to do just that.

Written by Ryan Brunner on April 13th, 2020

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List of 27 SS&C Technologies Interview Questions & Answers

Click on the interview question to open our answer advice and answer examples

  • 1.

    If you were having an interaction with a client here at SS&C Technologies and you weren't able to answer their question or solve their problem on your own, how would you handle that situation?

  • 2.

    How do you keep up to speed on changing trends and laws in the financial planning field?

  • 3.

    When have you shown a willingness to learn a new method or new approach to solving a problem?

  • 4.

    What approach do you take in giving financial and wealth advice to your clients? Why does this approach suit your clients the best?

  • 5.

    Give an example of a time that you had to resolve a difficult situation with a client or customer. What were the keys to coming to a successful solution?

  • 6.

    At SS&C Technologies, our clients are the lifeblood of our business and we do everything in our power to make them happy. What does the term customer service mean to you in your work?

  • 7.

    This position at SS&C Technologies has generated a lot of interest from applicants. What do you feel is the one quality that sets you apart from others we are speaking with about this position?

  • 8.

    Have you ever had a time where you had to explain accounting processes or practices in layman's terms to someone? Why is the ability to do that important?

  • 9.

    We are looking for the most motivated individuals to join the team here at SS&C Technologies. Where would you like your career to take you in the next five to ten years?

  • 10.

    The clients of a financial firm like SS&C Technologies can display an arrange of emotions when they work with our Client Services team. How would you handle a situation where a client was very angry?

  • 11.

    What is the most attractive thing in your eyes about this role with SS&C Technologies?

  • 12.

    Take a couple of minutes to sell this notepad to me.

  • 13.

    Give me an example of a time that you had to solve a problem without having all of the necessary information at hand to do so. How did you handle that situation?

  • 14.

    List the top 3 skills that you have acquired in your last role.

  • 15.

    We pride ourselves on teamwork here at SS&C Technologies and this role in Client Services relies on teamwork. What are the top qualities would you would bring to a team based atmosphere here?

  • 16.

    SS&C Technologies strives for client loyalty to keep us running strong into the future. What do you feel are the keys to retaining clients for the long haul?

  • 17.

    We want our advising team at SS&C Technologies to be happy and healthy. How do you manage the day to day stress of being a financial advisor?

  • 18.

    At SS&C Technologies, we pride ourselves on providing the best overall customer experience. Talk about your customer service experience and explain why it will help our clients here.

  • 19.

    If hired for this role with SS&C Technologies, how would you handle a large workload of clients working through a mortgage process?

  • 20.

    Talk about your experience in mortgage loan closing. How would this experience be beneficial to our team here at SS&C Technologies?

  • 21.

    Which accounting platforms are you familiar working with?

  • 22.

    SS&C Technologies is looking for employees who are dedicated to their clients. How often do you take work home with you?

  • 23.

    If hired for this role at SS&C Technologies, I want to be sure that I'm hiring a motivated individual. What motivates you in your daily work and your career?

  • 24.

    Talk to me about a challenging situation you had to handle on the job that involved another colleague. How did you handle that situation?

  • 25.

    Here at SS&C Technologies, we are often brought in to consult with clients on ensuring accounting accuracy in their practices. What tricks, tips and tools will you be able to bring to our clients to help them ensure accuracy?

  • 26.

    Give an example of a time that you brought an innovation to an accounting practice for an organization. What was your motivation to do this?

  • 27.

    There will be great days at SS&C Technologies and some days that are tougher to get through. When you suffer a setback, how does that emotionally affect you and your work?