Financial Specialist-Intermediate (FCP Financial Services)

UT Health San AntonioSan Antonio, TX

About The Position

Under general supervision, facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers. Guides customers through processes, executes primary tasks, interacts with internal/external organizations, and reconciles accounts. Responsible for identifying inefficiencies and recommending potential solutions to clients during the financial transaction process.

Requirements

  • General supervision
  • Provide information and support to customers
  • Guide customers through processes
  • Execute primary tasks
  • Interact with internal/external organizations
  • Reconcile accounts
  • Identify inefficiencies
  • Recommend potential solutions

Responsibilities

  • Facilitates the end-to-end execution of financial transactions for a defined set of client units by providing information and support to customers.
  • Guides customers through processes.
  • Executes primary tasks.
  • Interacts with internal/external organizations.
  • Reconciles accounts.
  • Identifies inefficiencies and recommends potential solutions to clients during the financial transaction process.

Benefits

  • Medical insurance (UT SELECT Medical, free for employees)
  • Discounted copays and coinsurance when using UT Health Physicians
  • Group term life insurance ($50,000)
  • Basic accidental death and dismemberment insurance ($50,000)
  • Dental insurance (three options: two PPOs, one HMO)
  • Vision insurance (two options: standard or enhanced)
  • Disability insurance
  • Flexible spending accounts (FSAs) for dependent day care or out-of-pocket health care expenses
  • Retirement plan options (Teacher Retirement System - TRS or Optional Retirement Plan - ORP)
  • Voluntary retirement programs
  • Generous leave program: Front-loaded Paid Time Off (128-208 hours), Extended Illness Bank (8 hours/month), Paid Family Leave (up to 240 hours)
  • 12 paid holidays
  • Employee discounts on services, tickets, and gym membership
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