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Third Party Payments Partner Services Analyst

Job ID R.0046515 Date posted 05/14/2024 Worker type Regular Workplace flexibility Remote - Nationwide

Grow your career with a growing organization

Whether they’re helping people reach their long-term financial goals or providing personal wealth management strategies, every associate contributes to changing the lives of those we serve for the better. When it comes to job satisfaction, that’s hard to beat. And from a personal satisfaction perspective, you’ll enjoy the freedom to support causes that matter to you and experience a truly inclusive work environment. Your future starts now.

The Third-Party Payments Analyst will assist leadership with the management of daily workflow to meet service level agreements, train and mentor staff, provide team statistical reporting to management, QC high financial and or high impact client experience transactions, handle escalated questions / issues and could be the project lead for initiatives impacting the team. This is a client-facing position with all activity having direct client and financial impact and regulatory and participant/plan reporting.

What you will do:

  • Manage, assign, and monitor daily workflow and staffing; determine daily team productivity goals ensuring all time and quality standards are being met for the processing of third-party payments for the PEA Team
  • Perform Quality Control for high financial/experience client transactions to ensure accuracy and to mitigate financial risk
  • Act as team subject matter expert for questions/issues that arise from sales, internal partners, plan sponsors, brokers, TPA’s, relationship/account managers, and senior management, research and respond on how issues should be resolved
  • Participate/lead conference calls with internal and external partners about communicating and educating call participants on more complex processes and procedures
  • Process and set up, ongoing maintenance and monthly, quarterly, annual processing of payments for special partner programs; will assist the team during peak queue periods
  • Define requirements, test system enhancements, and conduct training on the system changes
  • Perform complex manual calculations for ad hoc corrections and gain/loss results
  • Analyze and interpret legal agreements, fee schedules, plan directives, and payment request forms to ensure payments can be supported as requested prior to set up
  • Utilize multiple systems including EASY, SAP, WEBI, PRISM, OnBase, CIRRUS, Blackline, PSC, Avaya One X and Microsoft Office
  • Assist with annual audit requests and act as a subject matter expert for overall processes

What you will bring:

  • Bachelor's degree, preferably in Accounting, Business, Finance or related field or equivalent related experience
  • 5+ years’ experience in mutual fund, broker dealer back office or accounts payable/ accounting experience
  • Ability to effectively manage multiple tasks and projects simultaneously meeting all deadlines
  • Strong analytical/problem solving, and prioritization skills required
  • Excellent communication skills and the ability to communicate with a diverse audience

What will set you apart:

  • Strong Excel, Word and Access skills
  • EASY, CIRRUS and SAP experience


***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.***

What we offer you

We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance.

  • Medical, dental, vision and life insurance
  • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
  • Tuition reimbursement up to $5,250/year
  • Business-casual environment that includes the option to wear jeans
  • Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
  • Paid volunteer time — 16 hours per calendar year
  • Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
  • Business Resource Groups (BRGs) - internal networks that rally around common interest, experiences and identities such as race, ethnicity, gender, ability, military status and sexual orientation. BRGs play a vital role in educating and engaging our people and advancing our business priorities.

Base Salary Range

$57,300.00 - $81,000.00

The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer.

Equal opportunity employer  Drug-free workplace

We are an equal opportunity employer with a commitment to diversity.  All individuals, regardless of personal characteristics, are encouraged to apply.  All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. 

***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.***

Job Posting End Date at 12:01 am on:


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