Investor Services Representative II/III

SS&C Technologies

. Respond to caller inquiries with a high level of accuracy .

Posted 9/23/2026full-timeUnited StatesJunior💰 $17 - $30 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills and problem-solving abilities while effectively managing multiple tasks in a fast-paced environment. Proficient in client onboarding, training, and maintaining compliance and documentation standards.

Highest-signal resume keywords

Customer Service ExperienceProblem-Solving SkillsCommunication SkillsOperational SupportMentoring and Training

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Customer ServiceIssue ResolutionDocumentation MaintenanceProcess ImprovementOperational Reporting

Soft Skills

Decision-MakingRelationship BuildingTime ManagementOrganizational SkillsTeam Collaboration

Tools & Technologies

Computer ProficiencyKeyboarding SkillsMultiple Computer Systems Navigation

Industry Keywords

RetailBankingFinancial ServicesClient OnboardingChange Initiatives

About the role

Key responsibilities & impact

Respond to caller inquiries with a high level of accuracy
Provide an excellent quality customer service experience
Professionally interact with shareholders, brokers and dealers in an inbound call center
Provide operational support and issue resolution
Support inbound calls
Mentor and train new employees
Oversee service levels and reporting
Support client onboarding, training and change initiatives
Maintain documentation, compliance and quality
Improve processes and performance

Requirements

What you’ll need

College degree preferred or relevant work experience
At least one year of previous customer service experience within retail, banking or financial services required
Strong problem-solving and decision-making skills within structured procedures
Excellent communication and customer service skills
Ability to manage multiple tasks and priorities effectively
Demonstrated ability to work independently and within a team environment
Intermediate computer proficiency, including keyboarding skills and the ability to navigate through multiple computer systems
Preferred qualifications include communication and relationship building, analytical and problem-solving skills, technical proficiency, organization and time management, and industry knowledge

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Paid holidays
Parental leave
Professional development reimbursement opportunity
Potential annual equity awards such as restricted stock units or stock options, based on individual and business performance and company discretion