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Investor Services Associate Jobs (NOW HIRING)

Atlantic Group - New York

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Investor Relations Associate

Dallas, TX · On-site

$35 - $50/hr

Join the Investor Services team to support LP due diligence requests, manage investor content, and collaborate across the firm to deliver high-quality materials that support fundraising and investor ...

Atlantic Group - New York

Be Seen First

Investor Relations Associate

Dallas, TX · On-site

$35 - $50/hr

Join the Investor Services team to support LP due diligence requests, manage investor content, and collaborate across the firm to deliver high-quality materials that support fundraising and investor ...

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Investor Services Associate information

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$31K

$101.1K

$191K

How much do investor services associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for investor services associate in the United States is $101,099.00, according to ZipRecruiter salary data. Most workers in this role earn between $62,000.00 and $134,500.00 per year, depending on experience, location, and employer.

What are some common challenges investor services associates face when managing client inquiries and transactions?

Investor Services Associates often juggle a high volume of client inquiries, ranging from account updates to complex transaction requests. One challenge is ensuring accuracy and compliance while handling sensitive financial data under tight deadlines. The role also requires clear and professional communication with clients and coordination with internal teams such as fund managers and compliance officers to resolve issues efficiently. Staying organized and adaptable is key to maintaining client satisfaction and meeting service-level agreements.

What is an investor services associate?

Investor Services Associates are professionals who act as the primary point of contact between investment firms and their clients, such as individual investors or institutional clients. They handle account inquiries, process transactions, resolve issues, and provide information about investment products and services. Their role is crucial in ensuring a positive client experience, maintaining accurate records, and supporting the operational needs of the investment firm. Investor Services Associates often work in mutual fund companies, private equity firms, or other financial institutions.

What is the difference between Investor Services Associate vs Client Services Associate?

AspectInvestor Services AssociateClient Services Associate
Required CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like FINRA Series 7 or 63 are commonSimilar educational background; may also hold certifications like Series 7 or 63 depending on industry
Work EnvironmentFinancial institutions, asset management firms, brokerage firmsBanking, financial services, investment firms
Employer & Industry UsageUsed in investment management, brokerage, and financial servicesCommon in banking, wealth management, and financial advisory firms

The main difference is that Investor Services Associates focus specifically on supporting investors with their accounts, transactions, and inquiries related to investments. Client Services Associates have a broader role in managing client relationships across various banking or financial products. Both roles require similar credentials and work in related environments, but their focus areas differ slightly based on client type and service scope.

What are the key skills and qualifications needed to thrive as an investor services associate?

To thrive as an Investor Services Associate, you need a solid understanding of financial markets, investment products, and client account management, often supported by a degree in finance or business. Familiarity with portfolio management systems, CRM software, and industry regulations such as SEC or FINRA guidelines is typically required. Strong attention to detail, communication skills, and problem-solving abilities help build trust and efficiently resolve client inquiries. These skills ensure accurate processing, regulatory compliance, and exceptional service to clients, which are crucial in maintaining firm reputation and client relationships.
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Investor Services Associate jobs near you
Infographic showing various Investor Services Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 16% Part Time, 1% Temporary, and 4% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $101,099 per year, or $48.6 per hour.

Associate Director, Alternative Investor Services

SS&C

Union, NJ • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 4 days ago

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 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.

Job Description

Job Title: Associate Director, Alternative Investor Services

Locations: New York City, NY; Union, NJ - Hybrid

About the Role

As the backbone of the investment world, SS&C is committed to excellent clientserviceand our Investor Services teams are fundamental to the deliveryof that service.Associate Directorscoordinate new client launches, build and maintain strong clientrelationshipsand provide guidance and mentorship to their teams.

Why Join SS&C

SS&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 Impact

  • Coordinate new client business meetings, clear communication of launch or conversion requirements
  • Analyze, establish and review new client launches and conversion fund data in database
  • Work with external auditors and accounting to complete confirmation and due diligence requests
  • Assist and lead departmental initiatives
  • Attend and contribute to operational, client and regulatory meetings in order to maintain and improve client service
  • Provide coaching, training and leadership as necessary to the Investor Services team
  • Act as an escalation point and problem solver for the team, ensuring action plans are implemented in case of any service issues
  • Review and validate investor reporting to distribute to investors
  • Develop culture of continuous efficiency improvements resulting in increased capacity

Required Experience

  • Bachelor's degree in Financeor related field
  • 8+ years' experience in Investor Services or related field (financial services/fund administration, corporate communications, portfoliomanagementor securities analysis)
  • Previousmanagement experienceisrequired
  • Strong knowledge of financial services/mutual funds/hedge funds/private equity fundsrequired
  • Excellent communication skills, including written, listening and presentation abilities
  • Proven ability to work under pressure and meet deadlines
  • Strong organizational and relationship building skills

Join SS&C, where innovation meets global opportunities. Click here to apply.

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#LI-Hybrid

Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.

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.

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.

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