# Investor Services Representative – Entry Level Remote from[USA](https://jobicy.com/job-region/usa.md)Annual salary Undisclosed Salary information is not provided for this position. Check our [Salary Directory](https://jobicy.com/salaries.md) to estimate the average compensation for similar roles.Department [Customer Success](https://jobicy.com/categories/supporting.md) Employment type Full Time, Job posted3 Jul 2026Apply before3 Aug 2026Experience level Entry-Level Junior Views / Applies 30 / 1 [About company](https://jobicy.com/company/ssc-technologies.md) [Share](#share) About [SS&C Technologies](https://jobicy.com/company/ssc-technologies.md) Innovative Solutions & Industry Expertise for Financial Services and Healthcare * [Information Technology & Services](https://jobicy.com/company-category/information-technology-services.md) * 1986 Verified job posting This job post has been [manually reviewed](https://jobicy.com/tools/help-center/employee/how-does-jobicy-verify-the-legitimacy-of-remote-job-listings.md) for authenticity and compliance. Tailor Resume Check Job Fit Cover Letter ### Tailor my resume to this job Discover how to best rewrite and optimize your resume for this specific job. You'll receive personalized suggestions and detailed guidance to highlight your key strengths, effectively address the job requirements, and make your application more compelling to recruiters and hiring managers. After analyzing your resume, I can provide several recommendations to better position yourself for this role. Your background in software development shows strong technical skills, particularly in Java and Python development. However, for this Senior Backend Developer position, I notice there could be more emphasis on your experience with microservices architecture and cloud technologies, which are key requirements for this role. I recommend highlighting specific projects where you utilized these technologies and quantifying your achievements to demonstrate impact... Upgrade to Plus ### Am I a good fit for this job? 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Upgrade to Plus ### AI Summary This entry-level Investor Services Representative role at SS&C involves developing client relationships, handling inbound calls, resolving inquiries, and processing transactions for alternative investment products. The position offers hybrid or remote work options in several US locations and requires a bachelor's degree or equivalent experience. SS&C provides training and exposure to real-world operational challenges in financial services. The role emphasizes customer service excellence, collaboration, and continuous improvement. It serves as a steppingstone to deeper insights into the alternative investments space. ### Role DNA Job Complexity Easy Hard Pace & Pressure Relaxed Fast-paced Autonomy Level Guided Full Ownership Communication Load Independent Highly Collaborative AI Insight The role is entry-level with provided training, requiring basic financial knowledge and strong communication skills, but the complexity of alternative investments and client handling keeps difficulty at a moderate level. ### Salary Analysis Median Highly Competitive $50,000US Market $35k – 65k 0 $72k AI Insight The salary information was not provided in the job listing. Based on market data for entry-level investor services roles in the US, the estimated median salary is $50,000. This is competitive for the role and location, with potential for growth. ### Core Skills Required [Investor Services](https://jobicy.com/jobs?search_keywords=Investor+Services.md) [Client Relations](https://jobicy.com/jobs?search_keywords=Client+Relations.md) [Customer Service](https://jobicy.com/jobs?search_keywords=Customer+Service.md) [Financial Services](https://jobicy.com/jobs?search_keywords=Financial+Services.md) [Alternative Investments](https://jobicy.com/jobs?search_keywords=Alternative+Investments.md) [Transaction Processing](https://jobicy.com/jobs?search_keywords=Transaction+Processing.md) [Issue Resolution](https://jobicy.com/jobs?search_keywords=Issue+Resolution.md) [Collaboration](https://jobicy.com/jobs?search_keywords=Collaboration.md) [Communication](https://jobicy.com/jobs?search_keywords=Communication.md) [Entry Level](https://jobicy.com/jobs?search_keywords=Entry+Level.md) ### Cover Letter Sample Dear Hiring Manager, I am excited to apply for the Investor Services Representative position at SS&C. With my strong communication skills and a bachelor's degree in finance, I am well-prepared to provide exceptional client service in the alternative investments space. I have developed a client-focused mindset through my academic projects and internships, where I honed my ability to resolve complex issues and build lasting relationships. I am particularly drawn to SS&C's reputation as a leader in financial services and healthcare technology. The opportunity to work with industry experts and modern platforms aligns perfectly with my career goals. I am eager to contribute to your team by delivering world-class service, managing inquiries, and supporting transaction processing. Thank you for considering my application. I look forward to the possibility of discussing how my enthusiasm for client relations and continuous improvement can add value to SS&C. Sincerely, [Your Name] Copy ### Sample Interview Questions How would you handle a difficult client who is frustrated with a service issue?I would first listen actively to understand their concerns without interruption. Then I would empathize with their situation, apologize for the inconvenience, and clearly explain the steps I'll take to resolve the issue. I would follow up promptly to ensure the solution meets their expectations.Describe a time you had to explain a complex concept to someone with no background in finance.In a college project, I explained the basics of mutual funds to a peer using simple analogies like a 'pool of money' and comparing it to a group dinner where everyone chips in. I avoided jargon and used examples they could relate to.How do you prioritize tasks when managing multiple client requests?I assess urgency and impact, handling time-sensitive issues first. I use a task list or CRM system to track progress. If needed, I communicate with clients about expected response times and keep them updated.What do you know about alternative investments, and why are they important?Alternative investments include assets like private equity, hedge funds, real estate, and commodities. They offer diversification and potentially higher returns but come with higher risk and less liquidity. They are important for sophisticated investors seeking to balance their portfolios.Why do you want to work in investor services at SS&C?I am drawn to SS&C's global reach and its role in supporting complex financial operations. I want to build a career in client relations and learn from industry experts. This entry-level role provides the perfect foundation to develop skills in alternative investments and client service. 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: Investor Services Entry Level Location: Kansas City, MO (hybrid), Florida, North Carolina, Texas, Georga (remote) About the Role 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. 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 * Client Relationship Management: Develop and maintain positive, long-term relationships with clients, serving as the primary point of contact for both operational and investment inquiries. * 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. * 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 * Regular hours will be 8:00 AM – 4:30 PM CST * Initial training will be one month from 8 AM – 5 PM CST Join SS&C, where innovation meets global opportunities. [Click here](http://www.ssctech.com/careers) to apply. 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. #LI-JS1 #LI-RS1 #LI-HYBRID 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. ## 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. Show more [Apply now >](https://jobicy.com/jobs/148519-investor-services-representative-entry-level.md) > Annual salary information is not provided for this position. Explore salary ranges for similar roles in our [Salary Directory ›](https://jobicy.com/salaries.md) * ![Upload CV](data:image/svg+xml;base64,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) ### Upload your resume now To unlock remote work opportunities and be discovered by global employers. 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