Client Engagement Manager
About the role
This position is a Contract to Hire role based out of St. Petersburg, FL.
Essential Duties & Responsibilities
- RCS Project lead for conversions onto the custody and clearing platform; ability to manage own workflow while keeping key stakeholders appropriately involved and up to date.
- Fosters and collaborates in the development of new client relationships.
- Acts as primary point of contact during onboarding to the platform.
- Effective external and internal client communications.
- Develops and maintains an in-depth understanding of custody and clearing business, its products, and supporting functions.
- Conducts effective educational meetings delivering a professional presentation.
- Ensures follow up and trains to inquiries related to services, qualifications, instructions or paperwork requirements for various programs.
- Safeguards accuracy, completion and archival of onboarding contracts.
- Proactively monitors onboarding activity with the ability to identify system or potential risk situations and escalates appropriately.
- Builds and maintains key relationships and coordinates tasks with internal business lines demonstrating a culture of engagement and assistance.
Requirements
- 3+ years in financial services, client support and project coordination
- In-depth concepts, practices and procedures of custody and clearing firms
- Fundamental concepts of financial markets, accounts, products, and the transfer process
- Operational processes common to a custody and clearing platform
- Series 7 a plus but not a requirement
Pay and Benefits
The pay range for this position is $40.00 - $40.00/hr.
About TEKsystems
We are a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We are a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We are strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We are building tomorrow by delivering business outcomes and making positive impacts in our global communities.
About TEKsystems Global Services
We are a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We are a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We are strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We are building tomorrow by delivering business outcomes and making positive impacts in our global communities.