Investor Services Supervisor

SS&C Technologies

. Lead and develop a team of contact center representatives .

Posted 9/23/2026full-timeUnited StatesJuniorMid-Level💰 $58,000 - $85,795 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong leadership and team development capabilities, with a focus on effective communication, performance management, and adherence to financial services industry standards and policies.

Highest-signal resume keywords

Leadership SkillsFinancial Services KnowledgeTransfer Agency OperationsPerformance ManagementCommunication Skills

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

Transfer Agency Operations PoliciesPerformance EvaluationGoal-SettingDecision-MakingPrioritizationDelegation

Soft Skills

CoachingMotivationListeningPresentation Skills

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Contact Center OperationsInvestor RelationsLegal ComplianceEmployee ProductivityOrganizational Goals

About the role

Key responsibilities & impact

Lead and develop a team of contact center representatives
Supervise associates answering investor and advisor calls efficiently and accurately
Monitor employee productivity and provide constructive feedback and coaching
Communicate organizational messages between upper management and the team
Ensure understanding and commitment to organizational and division goals
Complete regular one-on-one performance discussions and annual reviews
Collaborate with supervisors and managers to prepare for client meetings and activities
Motivate employees and create solutions to increase morale and satisfaction
Ensure adherence to legal and company policies and procedures
Undertake disciplinary actions when needed
Understand daily shareholder/participant requests and determine what is needed to complete those requests and inquiries

Requirements

What you’ll need

Bachelor’s degree or 2 years of related industry and leadership experience preferred
Working knowledge of financial services industry preferred
Thorough knowledge of transfer agency operations policies, procedures and legals
Leadership skills to monitor and develop subordinates, including training, evaluation, communication of expectations, requirements and results, and consistent application of corporate policies, procedures, and quality standards
Decision-making, prioritization and delegation skills
Planning and goal-setting skills
Ability to listen and communicate clearly and effectively, verbally and in writing
Presentation skills for client visits and presentations

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Potential discretionary annual bonus
Potential equity awards, such as restricted stock units or stock options