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FinTech Operations Analyst

FinTech Operations Analyst

Nexben IncGrand Rapids, MI, US
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Job Description

Job Description

FinTech Operations Analyst

Position Overview

Classification Code

Exempt

Reports To

Vice President of Financial Services

Pay Grade

Level 2

Révision Date

May 2024

Location

Remote

About Nexben

Nexben stands at the cutting edge of the fintech industry, reshaping the landscape of health and wealth benefits. We are dedicated to simplifying complex processes and empowering individuals to take control of their financial destinies. Join us in our mission of creating a better world through technological empowerment and community inclusivity.

Role Overview

We seek a FinTech Operations Analyst to support our growing platform and ensure seamless service for our business partners, carriers, agents, clients, and associations.

This is a dynamic role where flexibility, problem-solving, and relationship-building are key. You’ll be at the heart of our financial services operations, helping resolve issues, maintain accuracy, and foster strong connections with our customers.

What You’ll Do :

As a FinTech Operations Analyst, you will :

  • Be a go-to resource for product and service inquiries from business partners.
  • Build and maintain strong customer relationships, supporting team members and enhancing the overall customer experience.
  • Collaborate with carriers to resolve inquiries and urgent issues for internal and external stakeholders.
  • Reconcile financial transactions, investigate discrepancies, and process refunds with proper documentation.
  • Stay current on partner processes, systems, and procedures to ensure accurate and efficient service delivery.

What We’re Looking For :

  • Experience in financial operations or a related field.
  • Strong communication and relationship-building skills.
  • Ability to work across multiple software platforms and engage with partners via phone, email, and video.
  • A proactive, detail-oriented mindset passionate about solving problems and supporting customers.
  • Key Responsibilities :

  • Act as an access point for business partner product and service inquiries.
  • Demonstrate experience and ability to work in a fast-paced environment and meet deadlines despite frequent interruptions.
  • Demonstrate strong organizational skills and the ability to prioritize work assignments to meet all customer needs and team service objectives.
  • Demonstrate the ability to handle large service requests accurately and efficiently with close attention to detail.
  • Follow up and resolve inquiries and issues under our service standards.
  • Maintain customer relationships and information; assist team members as needed and aid in other areas to allow the customer connection to grow.
  • Maintain detailed files and records for documentation.
  • Manage incoming inquiries, provide a prompt solution or problem solve, and follow up with a resolution based on our quality standards.
  • Partner with carriers to assist internal and external customers with inquiries and urgent issues.
  • Provide professional, courteous, and proactive service and communications.
  • Reconcile balances to ensure proper payments have been received and tendered; investigate and resolve anomalies, including executing refunds to various parties and maintaining supporting documentation.
  • Resolve account discrepancies for carriers and employers / employees.
  • Sustain a current and thorough knowledge of all aspects of business partner processes, procedures, and systems.
  • Understand when to use available resources, systems, and contacts internally and externally.
  • Willingness to work with a variety of software systems and programs. Proactively engage with partners through phone, email, video calls, etc.
  • Support other functions as assigned.
  • Qualifications :

  • Bachelor’s degree in business administration, Finance, or a related field from an accredited institution preferred.
  • Three to five years of financial operations experience preferred, including :
  • Account / bank reconciliation

  • ACH operations / money movement
  • Billing
  • Case Management
  • Collections
  • Financial audits
  • This position does not require travel.

    Are you ready to empower our partners and grow with us? Apply now to help us deliver excellence from the very first touch.

    About Us

    Welcome to Nexben : Where We Make Lives Better

    At Nexben, we're in the business of making people's lives better. We believe in technology's transformative power when harnessed to enhance your health and wealth decisions. With a focus on people and their everyday experiences, we're here to challenge the status quo and reshape the landscape of health benefits. Our mission is clear : we're changing lives, whether it's for your neighbors, coworkers, or even the person you chat with at the grocery store.

    What We Do

    At Nexben, we simplify the complex so you can focus on what truly matters. Our cutting-edge financial technology empowers individuals to take control of their finances and expand their freedom of choice. With our simple, effective, accessible administrative and payment solutions, you can make wise financial decisions and live fully.

    Culture and Community

    We believe that we're better together. Nexben thrives on a culture that we are immensely proud of. Our strength comes from the diversity and talent of our people, who can be their authentic selves in an environment that champions equity and inclusivity. We listen attentively, constantly educate ourselves, and actively engage with others.

    Leading the Way in Fintech

    Nexben stands at the forefront of the fintech revolution in the benefits industry. Our financial technology solutions empower people to take control of their financial destinies, offering them unparalleled freedom of choice. Our administration and payment engine is a game-changer, facilitating seamless distribution and reconciliation of payments among all stakeholders. We've transformed the benefits landscape from a one-to-one transaction model to Nexben's groundbreaking many-to-many solution.

    Nexben is committed to helping you lead a better life in everything we do, whether it's through financial empowerment or building a more inclusive community. Join us on this journey, and let's make the world a better place together.

    Additional Information

    Click the position title for an overview. If an entire job description is available, it will be under attachments.

    Make sure your resume provides a professional or personal reference. Information for an experienced or personal reference should include their name, city, state, phone number, and years known.

    Benefits

  • Earn a competitive salary plus a benefit package.
  • Medical, dental, and vision insurance
  • 401K retirement with matching funds
  • Personal Time Off and holiday pay
  • This position is not eligible for benefits but has access to the employee welfare program.
  • Essential Job Functions

    Essential functions, according to the Americans with Disabilities Act, may include any of the duties, knowledge, and skills outlined in this job description. This list is illustrative and is not a comprehensive listing of employees’ functions and duties in this position. Employees must be in attendance and prepared to begin work at their assigned work location on the specified days and hours. Factors such as regular attendance at the job are not routinely listed in job descriptions, but are an essential function.

    Non-Discrimination

    Nexben will not discriminate against anyone based on race, sex, sexual orientation, gender, gender identity and expression, height, weight, color, religion, national origin, age, marital status, pregnancy, disability, or veteran status. We are an Equal Opportunity Employer.

    Americans with Disabilities Act accommodations

    You can request assistance with the application process through a People Operations Team Member at 616.765.2177.

    Colorado Equal Pay Transparency Rule

    The salary range is displayed in compliance with the Colorado Equal Pay for Work Act. This range is an estimate based on potential employee qualifications, operational needs, and other considerations permitted by law.

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