Investor Services Specialist – Entry Level (Hybrid/Remote)

SS&C Technologies; Kansas City (MO); Hybrid; USD 40,000 - 50,000; Full time

Job summary

A leading financial services company is seeking an Investor Services Entry Level Specialist in Kansas City, MO. This hybrid role focuses on developing strong client relationships while providing exceptional customer service. Candidates should possess positive communication skills and the ability to resolve complex issues. Offering flexibility and a supportive environment, the position includes benefits such as 401k matching and professional development opportunities.

Benefits

401k Matching Program

Professional Development Reimbursement

Flexible Personal/Vacation Time Off

Medical, Dental, Vision insurance

Employee Assistance Program

Paid Holidays

Qualifications

• Strong interpersonal communication skills for client engagement.
• Ability to analyze and resolve complex situations efficiently.
• Familiarity with service delivery processes is preferred.

Responsibilities

• Provide client relationship management and support.
• Deliver exceptional customer service for inquiries.
• Investigate and resolve complex client issues.

Skills

Interpersonal communication

Problem-solving

Customer service

Team collaboration

Education

Bachelor’s degree or high school diploma with 2 years experience

Job description

A leading financial services company is seeking an Investor Services Entry Level Specialist in Kansas City, MO. This hybrid role focuses on developing strong client relationships while providing exceptional customer service. Candidates should possess positive communication skills and the ability to resolve complex issues. Offering flexibility and a supportive environment, the position includes benefits such as 401k matching and professional development opportunities.