44 Financial service representative Jobs in Kansas, MO
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SS&C is Hiring a Financial service representative Near Kansas, MO
SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries.
Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000 employees in over 90 offices in 35 countries.
Some 18,000 financial services and healthcare organizations, from the world's largest institutions to local firms, manage and account for their investments using SS&C's products and services.
Job Description
Title : Financial Services Operations Representative I - Transaction Processing
Location : Hybrid (office 6 days per month) - Kansas City, MO & Quincy, MA metro area ONLY
Get to Know The Team :
Financial Services Operations Representative I is an entry-level role and an excellent opportunity to launch a new career.
You will focus on providing superior service to clients, as you will become familiar with the recordkeeping system as you manage client requests financial and non-financial transactions.
Researches and resolves less complex processing problems. You will ensure adherence to legal and procedural standards. Knowledgeable of quality goals and participates in the accomplishment of team quality metrics.
Financial Services Operations Representative - transaction processing is a critical role within the Retirement Solutions Division.
Why You'll Love It At SS&C!
- Flexibility : Hybrid Work Model & Business Casual Dress Code, including jeans
- Your Future : Generous 401(k) Matching Program, Tuition & Professional Development Reimbursement Opportunities.
- Work / Life Balance : Unlimited Personal & Vacation Time Off, Sick Leave Policy, Paid Company Holidays
- Your Well-being : Medical, Dental, Vision, Life Insurance, Short & Long-Term Disability, Global Employee Assistance, Parental Leave, and more
- Diversity & Inclusion : Committed to Being an Organization that Welcomes, Celebrates, and Thrives on Diversity
- Training : Hands-On and Customized by your Team, including Technical and E-Learning Resources
- Extra Perks : Discounts on fitness memberships, cell provider, childcare, travel, and more!
What You Will Get To Do :
Prepare all State transaction processing using proper systems, mechanisms available, processing steps, transactions and applicable codes required to process correctly.
May involve multiple day processing, systems, and / or coordination with other units. Research, analyze, and process beneficiary and QDRO payments.
- Monitor daily General Ledger interface process, including daily reconciliation of General Ledger to record keeping systems and validation of OmniPlus and Cash Settlement System (DCS) interface.
- Leverage processing systems, AWD and SmartDesk.
- Provide client with all essential communication (oral and written) required ensuring that processing is efficient and accurate.
- Assist in processing of other tasks including but not limited to fund balance and account reconciliation, participant statement review, and monitoring of all incoming transaction transmission.
The Impact You Will Make :
- High School degree and 1 or more years of related experience.
- Knowledge and understanding of financial services industry or transaction processing or retirement plan record-keeping or directly related experience.
- Strong analytical / problem solving, ability to research and resolve complex issues usually requiring the coordination of multiple resources.
- Effective communication
- Agility, career minded, team centric and result orientated.
Thank you for your interest in SS&C! To further explore this opportunity, please apply through our careers page on the corporate website at www.
ssctech.com / careers .
LI-JS1
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 offers excellent benefits including health, dental, 401k plan, tuition and professional development reimbursement plan.
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.
Last updated : 2024-05-07
Job Summary
Full Time
$47k-67k (estimate)
05/09/2024
05/11/2024
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Quotes from people on Financial Service Representative job description and responsibilities
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Provide Financial Advice Financial services representatives match financial products to their customers' needs and provide them with appropriate financial advice to help them meet their goals.
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