Investor Services Representative - Entry Level
About The Position
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. 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.
Requirements
- 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
Responsibilities
- Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries.
- Provide world-class service to clients by answering inbound calls, addressing questions, resolving issues, and providing support related to Alternative Investment products.
- Investigate and resolve complex client issues, offering clear and concise solutions. This includes making outbound calls for updates or gathering additional information.
- Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements.
- Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
- Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
- Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs.
- Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth.
- Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning.
Benefits
- medical, dental, and vision coverage
- a 401(k) plan with company match
- paid time off, holidays, and parental leave
- professional development reimbursement opportunity
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
5,001-10,000 employees
