Financial Operations Associate

SS&C Technologies

. Facilitate money movement for clients .

Posted 10/16/2026full-timeUnited StatesJuniorMid-Level💰 $45,000 - $105,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial services with a strong focus on reconciliation, process improvement, and quality control. Proficient in Excel and effective in communication, ensuring client needs are met through meticulous attention to detail.

Highest-signal resume keywords

Financial Services ExperienceReconciliation ExpertiseExcel ProficiencyProcess ImprovementQuality Control

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

ReconciliationBank Account ManagementWire ProcessingQuality AuditingRoot Cause AnalysisTrend AnalysisProcess DocumentationData Analysis

Soft Skills

Effective CommunicationAttention to DetailSelf-MotivatedProblem SolvingTeam Training

Tools & Technologies

Banking SystemsExcel

Industry Keywords

Financial ServicesAccountingClient ManagementWorkflow Prioritization

About the role

Key responsibilities & impact

Facilitate money movement for clients
Reconcile client bank accounts
Research exception items for various fund companies
Perform reconciliation, share/cash reporting, and enter/release wires in various banking systems
Conduct quality control of manual outgoing wires
Serve as escalation point for more complex functions
Follow workflow priorities and ensure processing standards and client needs are met
Perform quality checks by auditing completed work
Develop and implement process improvements
Conduct root cause and trend analysis to minimize open items and reduce or eliminate recurrence
Document processes and procedures
Train and guide associates by sharing job knowledge and best practices

Requirements

What you’ll need

Bachelor’s degree or equivalent experience
2+ years of experience in financial services, banking, reconciliation, accounting, etc.
Excel proficiency
Ability to communicate clearly and effectively, both verbally and in writing
Attention to detail and ability to trace problems to their source and see resolution through to completion
Self-motivated and able to take ownership of issues, recommend solutions, and appropriately apply relevant procedures
Must be willing to work on site at least 6 days/month
Must be willing to work 8 AM–5 PM Central Time

Benefits

Comp & perks

Medical, dental, and vision coverage
401(k) plan with company match
Paid time off
Holidays
Parental leave
Professional development reimbursement opportunity
Discretionary annual bonus eligibility
Potential equity awards, such as restricted stock units or stock options