Client Engagement Manager

MUST HAVES:

+ 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

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.

+ Ensures completion of all onboarding related tasks; maintains Salesforce workflow and data requirements.

+ Ensures 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.

Job Type & Location

This is a Contract to Hire position based out of St. Petersburg, FL.

Pay and Benefits

The pay range for this position is $40.00 - $40.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:  - Medical, dental & vision
- Critical Illness, Accident, and Hospital  - 401(k) Retirement Plan
- Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)  - Short and long-term disability
- Health Spending Account (HSA)  - Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)

Workplace Type

This is a hybrid position in St. Petersburg,FL.

Final date to receive applications

This position is anticipated to close on Jul 20, 2026.

About TEKsystems

We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change.

That's the power of true partnership. TEKsystems is an Allegis Group company.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

About TEKsystems and TEKsystems Global Services  

We're 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're 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're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at

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