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Cash Operations Associate Jobs in Plano, TX (NOW HIRING)

SS&C

Senior Associate, Loan Operations

Dallas, TX · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Senior Associate, Loan Operations Locations: Dallas, TX (Hybrid) Los Angeles, CA (Hybrid), NY/NJ ... The candidate is responsible for monitoring and resolving cash and position discrepancies between ...

SS&C

Senior Associate, Loan Operations

Dallas, TX · Hybrid

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Senior Associate, Loan Operations Locations : Union, NJ (Hybrid), New York, NY (Hybrid), Boston, MA ... The candidate is responsible for monitoring and resolving cash and position discrepancies between ...

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All JobsCash Operations Associate JobsCash Operations Associate Jobs in Plano, TX

Cash Operations Associate information

See Plano, TX salary details

$10

$25

$51

How much do cash operations associate jobs pay per hour?

As of Aug 14, 2026, the average hourly pay for cash operations associate in Plano, TX is $25.12, according to ZipRecruiter salary data. Most workers in this role earn between $17.02 and $28.99 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a cash operations associate?

To thrive as a Cash Operations Associate, you need strong analytical skills, attention to detail, and a background in finance, accounting, or business administration. Familiarity with banking software, reconciliation tools, and Microsoft Excel is typically required, and some employers may prefer candidates with certifications like the Certified Treasury Professional (CTP). Exceptional organizational skills, problem-solving abilities, and effective communication set top performers apart in this role. These skills are crucial for ensuring accurate financial transactions, minimizing errors, and supporting the smooth operation of cash management processes.

What are some typical challenges cash operations associates face when reconciling transactions, and how can these be managed effectively?

Cash Operations Associates often encounter challenges such as transaction discrepancies, tight deadlines for end-of-day balancing, and handling high transaction volumes. Effective management involves maintaining strong attention to detail, using reconciliation software efficiently, and collaborating closely with team members in accounting and treasury. Promptly investigating discrepancies and following standardized escalation procedures can help minimize errors and ensure timely resolution. Regular communication with other departments is also key to resolving issues quickly and maintaining smooth cash flow operations.

What is a cash operations associate?

Cash Operations Associates are financial professionals responsible for managing and processing cash transactions within an organization, such as deposits, withdrawals, and reconciliations. They ensure the accurate and timely recording of cash movements and help maintain the integrity of financial records. Their duties often include monitoring cash flows, resolving discrepancies, and supporting other finance or treasury functions. Strong attention to detail, organizational skills, and familiarity with financial systems are essential for this role.

What is the difference between Cash Operations Associate vs Cash Management Specialist?

AspectCash Operations AssociateCash Management Specialist
CredentialsTypically requires a high school diploma or associate degree; certifications like cash handling or banking certifications are a plusOften requires a bachelor's degree in finance, accounting, or related field; certifications such as CAMS or CTP may be preferred
Work EnvironmentBank branches, retail locations, or corporate cash handling departmentsCorporate finance departments, banking institutions, or treasury teams
Employer & Industry UsageFinancial institutions, retail companies, and cash-intensive businessesBanking, corporate finance, and treasury management sectors

The main difference is that a Cash Operations Associate focuses on daily cash handling, processing transactions, and ensuring accuracy at the operational level. In contrast, a Cash Management Specialist handles broader cash flow strategies, forecasting, and optimizing cash resources within an organization.

What job categories do people searching Cash Operations Associate jobs in Plano, TX look for?

The top searched job categories for Cash Operations Associate jobs in Plano, TX are:

What cities near Plano, TX are hiring for Cash Operations Associate jobs?

Cities near Plano, TX with the most Cash Operations Associate job openings:

Cash Operations Associate jobs near you
Infographic showing various Cash Operations Associate job openings in Plano, TX as of June 2026, with employment types broken down into 64% Full Time, 34% Part Time, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $52,246 per year, or $25.1 per hour.

Senior Associate, Loan Operations

SS&C

Dallas, TX • Hybrid

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 13 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: Senior Associate, Loan Operations

Locations: Dallas, TX (Hybrid) Los Angeles, CA (Hybrid), NY/NJ

About the Role

SS&C is looking for a Senior Associate to join our Loan Operations team.The candidate is responsible for monitoring and resolving cash and position discrepancies between the bank and agent banks for some of our largest loan clients. This includes performing root cause analysis, KPI reporting and coordinating break resolution with all parties.The ideal candidate will have experience in the Loan asset class as well as oversight and implementation of best reconciliation practices.

Why Join SS&C

SS&C combines proprietary technology with deep industryexpertiseto support complex financial and health care operations. Our teams design, implement, andoperatesolutions 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

  • Assume responsibility over the daily Position/ Transaction and Cash reconciliations of multiple accounts to Custodians/Clients & Agent banks.
  • Work closely with the Client, internal teams, and custodians/agents to ensure timely resolution of breaks and issues and mitigate risk for our clients.
  • Oversee a team of analysts and build strong reconciliations processes and procedures. Ensure team adheres to best business practices of the firm.
  • Prepare daily, weekly, monthly, and quarterly KPIs to track trends and workflow issues.
  • Review root cause analysis to make recommendations to improve processes, create efficiencies and mitigate risk.

Required Experience

  • Bachelors degree in finance or related discipline
  • 2+ years financial services/securities industry experience in operations and loan operations working for either a prime broker, administrator or hedge fund
  • Understanding of syndicated loans; including closing and maintenance of loans as well as the interrelationship with agent banks

What Sets You Apart

  • Advent Geneva experience a plus
  • Knowledge of WSO, LoanSERV and Clearpar a plus
  • Strong written and verbal communication skills
  • Proven ability to work under pressure and make deadlines
  • Solid client relationship management skills

Join SS&C, where innovation meets global opportunities.Click heretoapply.

#LI-Hybrid

#LI-TR1

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.Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.New Jersey: The expected base salary for the position is between 63000 USD to 115000 USD. New York: The expected base salary for the position is between 65000 USD to 115000 USD. California: The expected base salary for the position is between 70000 USD to 118,000.00 USD.In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.

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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