Posted Jul 10, 2026

Experienced Customer-Facing Investor Services Representative I – Financial Services and Software Industry Expert

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Introduction to SS&C Technologies

SS&C Technologies, a global leader in the financial services and healthcare industries, is seeking a highly motivated and customer-focused Investor Services Representative I to join our team. As a renowned provider of investment and financial services software, we have been named to the Fortune 1000 list as a top U.S. company based on revenue. With our headquarters in Windsor, Connecticut, and over 20,000 employees in more than 90 offices across 35 countries, we offer a dynamic and diverse work environment that fosters growth and innovation.

Job Overview

In this role, you will have the opportunity to work with a wide range of financial services and healthcare organizations, from the world's largest institutions to local firms. As an Investor Services Representative I, you will be responsible for providing exceptional customer service, responding to client inquiries, and resolving issues in a timely and professional manner. This position is perfect for individuals who are looking to launch their career in the financial services industry and are eager to learn and grow with a global leader.

Key Responsibilities

Essential Qualifications

To be successful in this role, you should possess the following essential qualifications:

Preferred Qualifications

While not required, the following preferred qualifications will be considered an asset:

Skills and Competencies

To excel in this role, you should possess the following skills and competencies:

Career Growth Opportunities and Learning Benefits

At SS&C Technologies, we are committed to the growth and development of our employees. As an Investor Services Representative I, you will have access to a range of training and development programs, including:

Work Environment and Company Culture

At SS&C Technologies, we pride ourselves on our dynamic and diverse work environment. Our company culture is built on the following values:

Compensation, Perks, and Benefits

We offer a competitive salary and a range of benefits, including:

Conclusion

If you are a motivated and customer-focused individual who is looking to launch your career in the financial services industry, we encourage you to apply for the Investor Services Representative I role. With our comprehensive training and development programs, dynamic work environment, and commitment to diversity and inclusion, we offer a unique and rewarding opportunity for career growth and professional development. Apply now to join our team and take the first step towards a successful and fulfilling career.

Ready to join us? The first step is easy. Click apply now and we'll be in touch soon!

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