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Financial services Jobs in Overland Park, KS

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Financial services • overland park ks

Last updated: 9 hours ago
Associate Manager, Financial Services Operations

Associate Manager, Financial Services Operations

SS&CKansas City, Kansas, USA
Full-time
As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries.Some 20000 financial serv...Show moreLast updated: 13 days ago
Tax Manager - Personal Financial Services

Tax Manager - Personal Financial Services

PwCKansas City, MO, United States
Full-time
Industry / Sector Not Applicable Specialism Entrepreneurial & Private Business (EPB) - General Management Level Manager Job Description & Summary A career in our Personal Financial Service pra...Show moreLast updated: 30+ days ago
Financial Services Operations Supervisor

Financial Services Operations Supervisor

SS&C TechnologiesKansas City, MO, US
Full-time
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 financia...Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Representative - State Farm Agent Team Member

Financial Services Representative - State Farm Agent Team Member

Jacob Pratt - State Farm AgentKansas City, MO, US
Full-time
As a Financial Services Representative - State Farm Agent Team Member with Jacob Pratt - State Farm Agent, you will successfully market the financial products that manage everyday risks.Your profic...Show moreLast updated: 30+ days ago
  • Promoted
Financial Services Professional

Financial Services Professional

New York Life - Kansas CityKansas City, MO, US
Full-time
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the fin...Show moreLast updated: 30+ days ago
Bilingual Financial Services Representative

Bilingual Financial Services Representative

Enterprise Bank & TrustLenexa, KS, United States
Full-time
Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community.From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is t...Show moreLast updated: 3 days ago
  • Promoted
Tax Senior Manager - Personal Financial Services

Tax Senior Manager - Personal Financial Services

Missouri StaffingKansas City, MO, US
Full-time
Senior Manager, Personal Financial Services.A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business ...Show moreLast updated: 8 days ago
  • Promoted
Insurance and Financial Services Representative

Insurance and Financial Services Representative

Jeffrey Pearman Farmers InsuranceKansas City, MO, US
Full-time
Are you an ambitious individual that understands the importance of customer relationships? Would you find satisfaction in helping others secure their financial future? We invite you to kick-start y...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Tax Senior Associate, Partnerships - Financial Services

Tax Senior Associate, Partnerships - Financial Services

KPMGKansas City, MO, United States
Full-time
At KPMG, you can become an integral part of a dynamic team at one of the world's top tax firms.Enjoy a collaborative, future-forward culture that empowers your success. Work with KPMG's extensive ne...Show moreLast updated: 20 hours ago
  • Promoted
Financial Services - Consulting - Guidewire - Technical Consultant - Manager

Financial Services - Consulting - Guidewire - Technical Consultant - Manager

EYKansas City, MO, United States
Full-time
At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.Join EY and help ...Show moreLast updated: 30+ days ago
Financial Program Manager Hospitality Services

Financial Program Manager Hospitality Services

The University of Kansas Health SystemKansas City, Kansas, USA
Full-time
Financial Program Manager - Hospitality Services.Position Summary / Career Interest : .The Hospitality Services Financial Manager assists leadership by managing a variety of financial activities incl...Show moreLast updated: 11 days ago
  • Promoted
Sales & Marketing Representative - Financial Services - Remote Options

Sales & Marketing Representative - Financial Services - Remote Options

FIVE RINGS FINANCIALKansas City, KS, US
Remote
Full-time +1
Sales & Marketing Representative - Financial Services - Work from Home.This is not a corporate job, you have the freedom to work a schedule that fits your life. The ability to work for yourself,...Show moreLast updated: 30+ days ago
Financial Services Operations Supervisor

Financial Services Operations Supervisor

SS&C Technologies HoldingsKansas City, MO
Remote
Full-time
Supervisor, Financial Services Operations.Kansas City, MO; Braintree, MA.Georgia, Florida, Kansas, Massachusetts, Missouri, New Hampshire, North Carolina, Rhode Island, South Carolina, Tennessee, T...Show moreLast updated: 30+ days ago
Licensed Financial Services Professional

Licensed Financial Services Professional

New York LifeKansas City, MO, United States
Full-time
New York Life, a Fortune 69 company, is seeking a licensed Financial Advisor to join our team.This is a performance-based career opportunity designed for individuals who are driven, disciplined, an...Show moreLast updated: 2 days ago
  • New!
Financial Services Supervisor

Financial Services Supervisor

VirtualVocationsKansas City, Missouri, United States
Full-time
A company is looking for a Supervisor - Financial Services - Back Office.Key Responsibilities Monitor daily duties and review monthly reports Handle client escalations and participate in meeting...Show moreLast updated: 9 hours ago
Financial Services Representative (Entry Level)

Financial Services Representative (Entry Level)

The Semler AgencyOverland Park, KS, US
Full-time
Quick Apply
Launch Your Career with Purpose — Join The Kolb Agency Are you about to graduate (or recently graduated) and looking for meaningful work where you can grow personally and professionally?.At T...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
FINANCIAL SERVICES PRODUCER

FINANCIAL SERVICES PRODUCER

Kansas StaffingShawnee, KS, US
Full-time
Hendrick Lexus Kansas City Job Post.Frontage Rd, Merriam, Kansas 66203.Summary : Responsible for coordinating the sale of finance and insurance programs to customers. The Financial Services Producer ...Show moreLast updated: 21 hours ago
  • Promoted
  • New!
Financial Services Sales Agent - AI trainer

Financial Services Sales Agent - AI trainer

RYZ LabsKansas City, MO, US
Full-time
Financial Services Sales Agent - AI Trainer.Join our customer's team as a Financial Services Sales Agent and play a crucial role in shaping the future of client engagement and market expertise.You ...Show moreLast updated: 10 hours ago
Tax Manager - Personal Financial Services

Tax Manager - Personal Financial Services

PwC US Tax LLPKansas City,MO
Full-time
SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax com...Show moreLast updated: 30+ days ago
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Associate Manager, Financial Services Operations

Associate Manager, Financial Services Operations

SS&CKansas City, Kansas, USA
13 days ago
Job type
  • Full-time
Job description

As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries. Some 20000 financial services and healthcare organizations from the worlds largest companies to small and mid-market firms rely on SS&C for expertise scale and technology.

Job Description

Associate Manager Financial Service Operations

Location : Kansas City MO Boston MA Braintree MA Dublin OH Chicago IL Hybrid (In Office 6 Days Per Month)

Get To Know Us :

This role supports a new hybrid team combining elements of both Client Relations and Operations in the Retail Alternative Investment division of SS&C. You will oversee a team of associates who are working directly with clients to resolve escalated items research inquiries and provide exceptional support for clients business needs. You will have direct communication with clients and must collaborate with various support groups within SS&C to resolve requests timely. The position requires a strong understanding of financial systems internal processes and client operations to ensure the team is successful and drive key business activities. The Retail Alternative Investment division is an area of high growth and this role will have extensive visibility internally and externally.

Why You Will Love It Here!

  • Flexibility : Hybrid Work Model 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!

What You Will Get To Do :

  • Establish & lead collaborative relationships between customers and the SS&C organization.
  • Communicate with customers via conference calls written electronic correspondence and in face-to-face meetings.
  • Educate customers on implementing our products and services.
  • Analyze anticipate and identify customer needs and recommend innovative solutions.
  • Research and resolve any issues reported by customers.
  • Leverage extensive in-house training programs for industry knowledge and product expertise.
  • Mentor & lead less experienced associates.
  • Establish work priorities plan projects and ensure timelines are met.
  • Ensure contractual obligations are achieved.
  • Assist in onboarding new clients to the teams support model by working internally to formalize and document procedures.
  • Engage support groups internally to resolve issues and provide best practices to mitigate errors in the future.
  • Train new associates and provide daily support for questions.
  • What You Will Bring :

  • Bachelors degree in business finance etc or equivalent work experience
  • 3 years of experience in a client facing role required ideally in financial services with a preference for experience in transfer agency.
  • Excellent written and verbal communication skills
  • Problem solving and numerical reasoning skills; ability to analyze data and take action
  • Career oriented highly motivated and self-starting individual
  • Ability to work in a fast paced team environment
  • Efficient time management with strong organizational skills
  • Ability to quickly learn and adapt to new systems processes plans and programs
  • Proficiency using tools such as Word JIRA Chorus / AWD TAand Microsoft Excel a plus
  • Must be willing to work on site a minimum of 6 days / month
  • Thank you for your interest in SS&C! If applicable to further explore this opportunity please apply directly with us through our Careers page on our corporate website @ 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.

    Required Experience :

    Manager

    Key Skills

    Electro Mechanical,Instrument Maintenance,Adobe Dreamweaver,Document Control Management,E-Commerce

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1