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Finance Professional Associate Jobs in Kansas (NOW HIRING)

Customer Care Associate, providing customer care to Life Insurance policyholders, agents and other ... Provide timely and accurate support to customers, agents, and financial professionals regarding ...

Audit Senior Associate

Wichita, KS · On-site

$72K - $89K/yr

Planning, executing and completing financial statement audits while managing the budget; performing ... Representing Grant Thornton at recruiting and professional networking events * Building your ...

... high professional standards. Key Responsibilities * Assist in executing trading strategies and ... Support the development and implementation of financial plans tailored to client needs. * Process ...

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Finance Professional Associate information

What is a finance professional associate?

Finance Professional Associates are entry-level professionals who support financial operations within organizations. They typically assist with tasks such as budgeting, financial analysis, preparing reports, and ensuring compliance with financial regulations. This role often serves as a stepping stone for more advanced finance positions and helps individuals gain practical experience in financial management and analysis. Finance Professional Associates work closely with senior financial staff and may interact with other departments to gather and analyze data. Strong analytical skills, attention to detail, and proficiency in financial software are essential for success in this position.

What are the key skills and qualifications needed to thrive as a finance professional associate?

To thrive as a Finance Professional Associate, you need a solid understanding of financial analysis, accounting principles, and a bachelor's degree in finance or a related field. Familiarity with financial modeling software, Excel, and enterprise resource planning (ERP) systems is typically required. Strong analytical thinking, attention to detail, and effective communication skills help you interpret data and collaborate with teams. These skills and qualities are crucial for ensuring accurate financial reporting, supporting decision-making, and maintaining organizational financial health.

What are some common challenges faced by finance professional associates in their first year, and how can they overcome them?

Finance Professional Associates often encounter challenges such as adapting to fast-paced work environments, managing multiple deadlines, and learning complex financial systems. To overcome these, it’s helpful to develop strong time management skills, proactively seek feedback from mentors or senior team members, and take advantage of training resources provided by the employer. Building relationships with colleagues across departments also fosters collaboration and helps Associates gain a broader understanding of the organization's financial landscape.

What is the difference between Finance Professional Associate vs Financial Analyst?

AspectFinance Professional AssociateFinancial Analyst
Required CredentialsTypically a bachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusSame as Associate, often with additional certifications like CFA or CPA beneficial
Work EnvironmentCorporate finance departments, accounting firms, or financial services companiesInvestment firms, banks, corporate finance teams, or consulting firms
Employer & Industry UsageUsed across various industries for entry to mid-level finance rolesPrimarily in investment, banking, and financial analysis sectors

The Finance Professional Associate and Financial Analyst roles share similar educational backgrounds and work environments. However, Financial Analysts often focus more on investment evaluation, market analysis, and financial modeling, whereas Finance Professional Associates may handle broader finance functions. Both roles are essential in finance teams, with the Analyst typically having a more specialized focus on financial data analysis.

How much does a finance professional associate earn?

The average salary for a finance professional associate typically ranges from $50,000 to $70,000 annually, depending on experience, location, and industry. Entry-level positions may start lower, while those with specialized skills or certifications can earn higher salaries.

What cities in Kansas are hiring for Finance Professional Associate jobs?

Cities in Kansas with the most Finance Professional Associate job openings:

Customer Care Associate

NTT America

Kansas City, KS • On-site

$20/hr

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 10 days ago


Job description

Req ID: 352976

NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now.

We are currently seeking a Customer Care Associate to join our team.

Customer Care Associate, providing customer care to Life Insurance policyholders, agents and other customers.

Must Live in Continental United States

This position is eligible for company benefits including medical, dental, and vision insurance with an employer contribution, flexible spending or health savings account, life and AD&D insurance, short- and long-term disability coverage, paid time off, employee assistance, participation in a 401k program with company match, and additional voluntary or legally required benefits.

Pay for this role is $20.00hr

The required schedule availability for this position is Monday-Friday 7:00 am to 7:00 pm (Central Time), Saturday (Central Time) Shift times may be changed as per client requirements. Additionally, Overtime may be required based on business requirements.

Basic Qualifications:

  • 1 year experience (WAH) remote customer service (Call Center environment)

  • 1 year experience with call center KPI understanding

  • 1 year experience working in an office setting, multitasking online with multiple Microsoft Windows PC applications

  • Minimum High school diploma or GED.

Responsibilities:

  • Previous life insurance industry experience that required knowledge of life insurance and annuity policies where you handled calls from policy holders inquiring about payments, policy information, or claims to support callers with various questions on different life insurance products.

  • Providing front-line phone customer care support to policyholders, beneficiaries, agents, and internal customers.

  • Ensuring customer satisfaction (CSAT) and strive to meet service metrics.

  • Developing and maintaining a solid working knowledge of the insurance industry and of all products, services and processes performed by the team.

  • A typical day will likely involve fielding between 75 to 100 calls.

  • Communicating effectively and professionally with both internal and external customers to resolve questions and issues.

  • Collaborating with management or other team members as appropriate to proactively address service issues and concerns.

  • Attention to detail, accuracy, and accountability for your work product.

  • Provide timely and accurate support to customers, agents, and financial professionals regarding Life & Annuity products and policies.

  • Process transactions such as policy updates, beneficiary changes, premium adjustments, withdrawals, and other service requests.

  • Review and verify incoming documents for completeness and compliance with company and regulatory requirements.

  • Conduct information searches, fact-finding, and data gathering to resolve inquiries efficiently.

  • Research and resolve routine and recurring issues while escalating complex cases when necessary.

  • Maintain detailed records, track customer interactions, and ensure accurate data entry across systems.

  • Collaborate with internal teams to address service gaps and improve customer experience.

  • Ensure adherence to service-level agreements (SLAs) and quality benchmarks.

  • Strong ability to analyze, process, and validate transactions based on established rules and guidelines.

  • Demonstrated capability to integrate domain knowledge and act as a skilled specialist.

  • Solid understanding of Life & Annuities Variable , policy structures, and industry terminology.

  • Experience in a BPO, insurance operations, or customer service environment.

  • Excellent communication skills-both written and verbal.

  • Strong attention to detail with the ability to identify data inconsistencies.

  • Ability to troubleshoot and resolve routine operational issues.

  • Proficiency with customer service systems, workflow tools, and data entry platforms.

New hire must have a working device (such as cell phone or tablet) for the 2-Factor Authentication process

*** All new hires will be required to successfully complete our Call Center training classes and demonstrate proficiency of the material.

Must Pass Drug screen

Must Pass a background check with Education check and employment verification check.

This job posting is for active vacancies. Applications are pre-screened using artificial intelligence technology and reviewed by NTT DATA recruiters.

Remote Working and Technology Requirements

To work remote, individuals must meet all the established Remote requirements including those pertaining to a home workspace and related technology.

Technology

  • NTT DATA will provide a computer and headset for remote work.

  • Employees are responsible for the care and security of all equipment provided. They must return it immediately upon separation from the company following company protocols.

  • Failure to return equipment may result in collection actions and/or other consequences.

  • Individuals must provide their own high speed internet access with speeds at or above 50 Mbps.

  • A hard-wired ethernet connection is required. Wi-Fi, mobile, wireless and public internet connections are forbidden as are connections outside of one's personal dwelling or location.

Technical Performance and Issue Tracking

  • Management monitors all technical issues and agent downtime. Consistent availability is critical to business operations.

  • Remote employees must adhere to all technical support procedures and protocols.

  • Chronic connectivity issues or recurring downtime that impede job performance, including internet outages, may result in the remote status changing to onsite.

Remote Workspace

Remote work demands a high degree of professionalism, self-discipline, and accountability. The following workspace standards are vital to delivering exceptional service.

  • Employees must have a dedicated, professional workspace conducive to servicing Customer Service customers with the same quality as an onsite environment.

  • The workspace must be a permanent, unencumbered location used daily for work.

  • Employees must work with minimal distractions that do not interfere with business operations or service delivery.

  • Ideally, the workspace is isolated from other household members and used exclusively for job duties.

  • Background noise, interruptions from people or pets, and other distractions must be kept to an absolute minimum to avoid disruptions to customer service.

  • Employees must work from the same location consistently unless prior approval is obtained.

  • If a change in work location is necessary:

  • The new location must meet all Remote Workspace and Technology Requirements .

  • Notification to NTT DATA Management is required before relocating

#INDBPO

#LI-MIWS

About NTT DATA

NTT DATA is a $30 billion business and technology services leader, serving 75% of the Fortune Global 100. We are committed to accelerating client success and positively impacting society through responsible innovation. We are one of the world's leading AI and digital infrastructure providers, with unmatched capabilities in enterprise-scale AI, cloud, security, connectivity, data centers and application services. our consulting and Industry solutions help organizations and society move confidently and sustainably into the digital future. As a Global Top Employer, we have experts in more than 50 countries. We also offer clients access to a robust ecosystem of innovation centers as well as established and start-up partners. NTT DATA is a part of NTT Group, which invests over $3 billion each year in R&D.

Whenever possible, we hire locally to NTT DATA offices or client sites. This ensures we can provide timely and effective support tailored to each client's needs. While many positions offer remote or hybrid work options, these arrangements are subject to change based on client requirements. For employees near an NTT DATA office or client site, in-office attendance may be required for meetings or events, depending on business needs. At NTT DATA, we are committed to staying flexible and meeting the evolving needs of both our clients and employees. NTT DATA recruiters will never ask for payment or banking information and will only use @nttdata.com and @talent.nttdataservices.com email addresses. If you are requested to provide payment or disclose banking information, please submit a contact us form, https://us.nttdata.com/en/contact-us .

NTT DATA endeavors to make https://us.nttdata.com accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact us at https://us.nttdata.com/en/contact-us . This contact information is for accommodation requests only and cannot be used to inquire about the status of applications. NTT DATA is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status. For our EEO Policy Statement, please click here (http://us.nttdata.com/en/compliance#eeos) . If you'd like more information on your EEO rights under the law, please click here (http://us.nttdata.com/en/compliance#know-your-rights) . For Pay Transparency information, please click here (http://us.nttdata.com/en/compliance#ppnp) .