As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Job Title: Associate, Investor Services
Locations: Remote ~ Denver, Texas, Tennessee, Arizona, Florida, Georgia, Illinois, Kansas, Missouri, Massachusetts, Maryland, Minnesota, North Carolina, Tennessee, South Carolina, Connecticut, New York, & Ohio
About the Role
As an Investor Services Specialist, you will be a key part of our team. 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.
Why Join SS&C
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.
How You Will Make an Impact
- 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.
Required Experience
- A Bachelor’s degree, or a high school diploma with at least 2 years of related experience.
- Client-facing experience related to Financial Service, Banking, investor services transaction processing.
What Sets You Apart (preferred qualifications)
- 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.
- 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.
Join SS&C, where innovation meets global opportunities. Click here to apply.
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Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.Colorado: The expected base salary for the position is between $23.00 USD/hour to $26.00 USD/hour.
In addition, employees in this role may be 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.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.
SS&C Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about SS&C Technologies and has not been reviewed or approved by SS&C Technologies.
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Leave & Time Off Breadth — Leave policies are described as generous, including flexible or unlimited vacation and broadly positive views of PTO as a meaningful part of the overall package.
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Retirement Support — Retirement benefits are positioned as a notable strength, with repeated references to a 401(k) plan with company matching as a valued component of rewards.
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Equity Value & Accessibility — Equity and stock-related incentives are highlighted as a bright spot, with stock incentives described as excellent in some roles and contributing positively to perceived total rewards.
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What We Do
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 22,000+ employees in over 150 offices in 35 countries. Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
