Investor Services Representative – Entry Level

SS&C Technologies

. Develop and maintain positive, long-term client relationships .

Posted 9/17/2026full-timeKansas City • Florida • United StatesEntry LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong client relationship management skills, with a focus on effective communication, problem-solving, and service delivery in the financial services sector. Capable of analyzing complex situations and implementing process improvements to enhance client satisfaction and operational efficiency.

Highest-signal resume keywords

Client Relationship ManagementProblem-SolvingService Delivery ProcessesCommunication AbilitiesTransaction Handling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ProcessingClient SupportOperational Performance ManagementIssue ResolutionProcess Improvement

Soft Skills

Interpersonal SkillsTeam CollaborationInitiativeAdaptabilityEnthusiasm for Service

Industry Keywords

Alternative Investment ProductsFinancial ServicesClient Service StrategiesService EfficiencySupport Mechanisms

About the role

Key responsibilities & impact

Develop and maintain positive, long-term client relationships
Serve as the primary point of contact for operational and investment inquiries
Answer inbound calls, address questions, resolve issues, and support clients with Alternative Investment products
Investigate and resolve complex client issues
Make outbound calls for updates or additional information
Oversee service quality and operational performance for designated clients
Review, prepare, and process transactions on investor accounts
Handle escalated client inquiries and troubleshoot issues
Collaborate with management, sales, support teams, and other colleagues
Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs
Contribute to process improvements and special projects
Pursue professional development and continuous learning

Requirements

What you’ll need

Bachelor’s degree, or a high school diploma with at least 2 years of related experience
Excellent interpersonal and professional communication abilities
Ability to explain complex information in simple terms and build rapport with clients
Ability to analyze complex situations, resolve issues efficiently, and offer solutions
Ability to thrive in a collaborative, team-based environment
Strong enthusiasm for providing exceptional service and building long-term client relationships
Familiarity with service delivery processes, transaction handling, and support mechanisms; training will be provided
Ability to work independently, manage multiple priorities, and demonstrate initiative
Commitment to personal growth, learning, and staying current on financial services, investment products, and client service strategies
Must be willing to work on site 6 days/month
Availability for regular hours of 8:00 AM–4:30 PM CST
Availability for initial one-month training from 8:00 AM–5:00 PM CST

Benefits

Comp & perks

Equity awards such as restricted stock units or stock options may be available annually, based upon individual and business performance and at the company’s discretion
Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Paid holidays
Parental leave
Professional development reimbursement opportunity