Investor Services Representative II and III

SS&C is a leading provider of mission-critical, AI-powered technology and services empowering financial services and healthcare organizations to work smarter, faster, and securely. Founded in 1986, SS&C is headquartered in Windsor, Connecticut, and has offices worldwide. More than 23,000 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 Representative II and III

 

Locations: Hybrid and Remote – Various States

About the Role

As an Investor Services Representative II and III, you will be responding to caller inquiries with an expected high level of accuracy, while providing an excellent quality customer service experience. This position is an excellent entry level opportunity that will have you professionally interacting with shareholders, brokers and dealers in our inbound call center.

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 

• Operational Support & Issue Resolution
• Inbound Call Support
• New Employee Mentoring and Training
• Service-Level Oversight & Reporting
• Client Onboarding, Training & Change Support
• Documentation, Compliance & Quality
• Process & Performance Improvement

 

Required Experience

• 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.

What Sets You Apart (preferred qualifications)

• Communication & Relationship Building
• Analytical & Problem-Solving Skills
• Technical Proficiency
• Organization & Time Management
• Industry Knowledge (Preferred)

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.

New Jersey: The expected hourly wage for the position is between $17 USD/hour to $23 USD/hour. Colorado: The expected base salary for the position is between $17.82 USD/hour to $24.12 USD/hour. Maryland: The expected base salary for the position is between $20 USD/hour to $29.61 USD/hour. Illinois: The expected hourly wage for the position is between $18 USD/hour to $24.44 USD/hour. Massachusetts: The expected hourly wage for the position is between $18 USD/hour to $28.91 USD/hour. District of Columbia: The expected hourly wage for the position is between $20 USD/hour to $26.36 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.