SS&C

Financial Services

InvestorServicesRepresentative-EntryLevel

$45–60k ~AI est. Kansas City, Missouri, United States FULL TIME Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Entry candidates.

The Brief

“Investor Services Representative - Entry Level at SS&C. Skills: Client relationship management, Investor services, Issue resolution. Develop and maintain client relationships. Serve as primary point of contact”

Industry & Context.

Financial Services
Problems you'll solve

Analyze complex situations; Resolve issues efficiently; Offer solutions

Eligibility Requirements

Regular hours 8:00 AM - 4:30 PM CST, Initial training one month 8 AM - 5 PM CST

What They're Looking For.

Must Have

Bachelor's degree or high school diploma with 2 years experience, Excellent interpersonal and professional communication abilities, Ability to analyze complex situations and resolve issues, Ability to thrive in a collaborative team-based environment, Willing to work on site 6 days/month

Nice to Have

Familiarity with service delivery processes, Familiarity with transaction handling, Familiarity with support mechanisms

What You'll Do.

Develop and maintain client relationships

Serve as primary point of contact

Provide world-class service to clients

Address client questions

Resolve client issues

Provide support for Alternative Investment products

Investigate and resolve complex client issues

Make outbound calls for updates

Gather additional information

Oversee service quality for clients

Ensure compliance with program standards

Review and prepare transactions

Process transactions on investor accounts

Support clients through service process

Handle escalated client inquiries

Troubleshoot client issues

Collaborate with management on resolutions

Collaborate with other teams on resolutions

Implement strategies to reduce client downtime

Implement strategies to improve service efficiency

Implement strategies to reduce support costs

Work closely with team members

Work closely with sales teams

Work closely with support teams

Identify opportunities for engagement

Identify opportunities for business growth

Contribute to process improvements

Support special projects

Demonstrate commitment to professional development

How You'll Work.

Team & Collaboration

Work closely with team members; Work with sales teams; Work with support teams

Communication Scope

Explain complex information

Full Job Description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. **_Job Description_** **Job Title: Investor Services Entry Level Location: **Kansas City, MO (hybrid), Florida, North Carolina, Texas, Georga (remote) **About the Role** As an Associate Client Relations & Investor Services Specialist, you will be a key part of our hybrid team, combining elements of both client relations and investor services. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries, resolving issues, and overseeing service delivery. **Why Join SS &C ** SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence. You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments. **How You Will Make an Impact ** * **Client Relationship Management:** Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries. * **Customer Service Excellence:** Provide world-class service to clients by answering inbound calls, addressing questions, resolving issues, and providing support related to Alternative Investment products. This role serves as a steppingstone to gain deeper insights into the business in the Alternative space. * **Research & Issue Resolution:** Investigate and resolve complex client issues, offering clear and conc

Free ATS check

Applying for this Investor Services Representative - Entry Level role?

Most applicants get filtered before a human reads their resume. See if yours makes the cut.

How to Apply on Workday

  • Workday has a multi-step form — save your progress after every section.
  • "Apply With LinkedIn" can fail or lose data; manual entry is more reliable.
  • Watch for the "Submit for Review" final step — hitting "Save" alone does not submit.
  • Job requisition numbers are useful when following up with HR by email.

ANONYMOUS · UNFILTERED

What do employees actually say about SS&C?

Real rants from real employees. Read before you apply.

Read Company Rants →