Investor Services Representative II and III

Investor Services Representative II and IIISS&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.About the RoleAs 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&CSS&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 ImpactOperational Support & Issue ResolutionInbound Call SupportNew Employee Mentoring and TrainingService-Level Oversight & ReportingClient Onboarding, Training & Change SupportDocumentation, Compliance & QualityProcess & Performance ImprovementRequired ExperienceCollege degree preferred or relevant work experienceAt least one year of previous customer service experience within retail, banking or financial services requiredStrong problem-solving and decision-making skills within structured proceduresExcellent communication and customer service skillsAbility to manage multiple tasks and priorities effectivelyDemonstrated 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 BuildingAnalytical & Problem-Solving SkillsTechnical ProficiencyOrganization & Time ManagementIndustry Knowledge (Preferred)Join SS&C, where innovation meets global opportunities.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.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.