Financial Reconciliation Specialist - Centralized Processing - HYBRID — Kansas City, MO

Job Description

Financial Reconciliation Specialist - Centralized Processing

Locations: Kansas City, MO (hybrid)

About the Role

This person will facilitate money movement for clients, reconcile client bank accounts, and research exception items for various fund companies. Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time

Why Join SS&C

How You Will Make an Impact

• Responsible for reconciliation, entering wires in various banking systems and other team functions.
• Quality control of manual and automated outgoing wires
• Will be escalation point for more complex functions.
• Follows workflow priorities and ensures all processing standards and client needs are met.
• Performs quality checks by auditing work performed.
• Develops and implements process improvements.
• Minimizes open items by conducting root cause/trend analysis and works with internal teams to reduce/eliminate recurrence.
• Documents processes and procedures.
• Trains and guides associates within direct team by sharing job knowledge and best practices

Required Experience

• High School diploma or equivalent. Bachelor’s degree or equivalent experience preferred
• Must have 2+ years 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.
• Successful colleagues are self-motivated, take ownership of issues, recommend solutions, and appropriately apply relevant procedures.
• Ability to effectively manage a high-volume inbox, ensuring timely responses and resolution of client requests.
• Must be willing to work on site at least 6 days/month and the hours of 8 AM – 5 PM Central Time.

#LI-RS1

#LI-HYBRID

###