SS&C is seeking Investor Services Representatives II and III for inbound call center roles serving shareholders, brokers, and dealers. This entry-level, hybrid/remote position focuses on delivering accurate, high-quality customer service and resolving caller inquiries. You'll also support operational issue resolution, onboarding, documentation/compliance, quality, and process improvement. Pay varies by location, with listed hourly ranges from $17 to $29.61 depending on state. Benefits include medical, dental, vision, 401(k) match, paid time off, and development reimbursement.
Overview
$17 – $30 / hour
hybrid
full-time
1-2 years of experience (entry level)
Responsibilities
- Handle inbound call support for shareholders, brokers, and dealers.
- Provide operational support and issue resolution.
- Mentor and train new employees.
- Oversee service levels and reporting.
- Support client onboarding, training, and change management.
- Maintain documentation, compliance, and quality standards.
- Identify and contribute to process and performance improvements.
Qualifications
- College degree preferred or relevant work experience.
- At least one year of previous customer service experience in 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 and navigating multiple computer systems.
- Preferred: Communication and relationship building.
- Preferred: Analytical and problem-solving skills.
- Preferred: Technical proficiency.
- Preferred: Organization and time management.
- Preferred: Industry knowledge.
Benefits
- Medical, dental, and vision coverage
- 401(k) plan with company match
- Paid time off, holidays, and parental leave
- Professional development reimbursement opportunity
- Potential eligibility for equity awards (restricted stock units or stock options) based on individual and business performance