SS&C
Financial Services
InvestorServicesRepresentative-EntryLevel
Neural analysis suggests this role is
optimal for Entry candidates.
“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.
Analyze complex situations; Resolve issues efficiently; Offer solutions
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
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