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Role Description

As an Investor Services Specialist, you will be a key part of our team. This role will allow you to develop and maintain strong relationships with clients while providing exceptional support in managing inquiries, resolving issues, and overseeing service delivery.

What You Will Get To Do

• Customer Service Excellence: Provide world-class service to clients by answering inbound calls, addressing questions, resolving issues, and providing support related to Alternative Investment products.
• Research & Issue Resolution: Investigate and resolve complex client issues, offering clear and concise solutions.
• Service Delivery Oversight: Oversee the quality of service and operational performance for designated clients, ensuring compliance with program standards and delivery requirements.
• Transaction Processing & Support: Accurately review, prepare, and process transactions on investor accounts while supporting clients through the service process.
• Escalation Management: Handle more complex or escalated client inquiries, troubleshooting issues and collaborating with management and other teams to resolve them promptly.
• Proactive Service Strategies: Implement strategies to reduce client downtime, improve service efficiency, and reduce support costs.
• Collaboration & Knowledge Sharing: Work closely with team members, sales, and support teams to ensure client needs are met and identify opportunities for further engagement and business growth.
• Continuous Improvement: Contribute to ongoing process improvements, support special projects, and demonstrate a commitment to professional development and learning.

Qualifications

• A Bachelor’s degree, or a high school diploma with at least 2 years of related experience.
• Excellent interpersonal and professional communication abilities, with the capability to explain complex information in simple terms and build rapport with clients.
• Ability to analyze complex situations, resolve issues efficiently, and offer solutions that benefit both clients and the company.
• Ability to thrive in a collaborative, team-based environment, actively sharing knowledge and insights with colleagues to improve overall performance.
• Strong enthusiasm for providing exceptional service, with a focus on building long-term client relationships and improving satisfaction.
• Familiarity with service delivery processes, transaction handling, and support mechanisms (training will be provided).
• Comfortable working independently, managing multiple priorities, and demonstrating initiative in addressing client needs and operational tasks.
• A strong commitment to personal growth, learning, and staying up-to-date on financial services, investment products, and client service strategies.

Requirements

• Regular hours will be 8:00 AM - 5:00 PM CST.
• Initial training will be one month from 8 AM - 5 PM CST.

Benefits

• Flexibility: Fully remote and Business Casual Dress Code, including jeans.
• Your Future: 401k Matching Program, Professional Development Reimbursement.
• Work/Life Balance: Flexible Personal/Vacation Time Off, Sick Leave, Paid Holidays.
• Your Wellbeing: Medical, Dental, Vision, Employee Assistance Program, Parental Leave.
• Wide Ranging Perspectives: Committed to Celebrating the Variety of Backgrounds, Talents and Experiences of Our Employees.
• Training: Hands-On, Team-Customized, including SS&C University.
• Extra Perks: Discounts on fitness clubs, travel and more!