Investor Services Representative - Entry Level

Summary

SS&C Technologies is a provider of AI-powered technology and services for financial services and healthcare organizations. The company is seeking an entry-level Investor Services Representative to manage client relationships, answer inquiries, resolve issues, oversee service delivery, and support transaction processing for alternative investment products.

Responsibilities

• 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 service efficiency, and reduce support costs
• Collaboration & Knowledge Sharing: Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth
• Continuous Improvement: Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning

Skills

• A Bachelor's degree, or a high school diploma with at least 2 years of related experience
• Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients
• Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company
• Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance
• Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction
• Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided)
• Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks
• A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies
• Must be willing to work on site 6 days/month
• Regular hours will be 8:00 AM - 4:30 PM CST
• Initial training will be one month from 8 AM - 5 PM CST

Qualifications

Must Haves

• A Bachelor's degree, or a high school diploma with at least 2 years of related experience
• Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients
• Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company
• Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance
• Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction
• Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided)
• Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks
• A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies
• Must be willing to work on site 6 days/month
• Regular hours will be 8:00 AM - 4:30 PM CST
• Initial training will be one month from 8 AM - 5 PM CST

Benefits

• Eligible for consideration on an annual basis for equity awards such as restricted stock units or stock options, based upon individual and business performance at the company’s discretion.
• Medical, dental, and vision coverage
• 401(k) plan with company match
• Paid time off, holidays, and parental leave
• Professional development reimbursement opportunity