Investor Services Representative - Entry Level
SS&C TechnologiesAs 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 concise solutions. This includes making outbound calls for updates or gathering additional information.
- Service Delivery Oversight: Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements.
- Transaction Processing & Support: Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
- Escalation Management: Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
- Proactive Service Strategies: Implement strategies to reduce client downtime, improve serv
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