Cash Management Specialist

Cash Management Operations Specialist Help Protect Financial Transactions While Delivering Exceptional Service Are you experienced in financial services, money movement operations, or client support? We're seeking a Cash Management Operations Specialist to join a dynamic team responsible for reviewing wire transactions, supporting advisors, investigating potential risks, and helping ensure the accuracy and security of financial transfers.

This role is ideal for professionals who enjoy problem-solving, working in a fast-paced environment, communicating with clients and business partners, and balancing operational processing with phone-based support.

What You'll DoAs a Cash Management Operations Specialist, you'll play a key role in supporting cash movement activity while helping protect clients and the firm from fraud and financial risk.

Key Responsibilities Review incoming and outgoing wire transactions for accuracy, completeness, and potential risk indicators

Investigate and document unusual or potentially suspicious transaction activity

Verify wire instructions and transaction details with clients and business partners

Handle inbound and outbound calls related to wire transfers, cash movement, and transaction inquiries

Research and resolve transaction issues while ensuring compliance with company policies and regulatory requirements

Monitor team mailboxes and assist with shared operational workloads

Review and process various money movement requests, including wires, ACH transactions, checks, journals, and account transfers

Support audits, special projects, and continuous improvement initiatives

Provide guidance and assistance on operational procedures and policies

Assist with training and onboarding activities for new team members

Collaborate with internal stakeholders to deliver timely, accurate, and professional service

What We're Looking For

Required Qualifications Bachelor's degree or equivalent professional experience2+ years of financial services, brokerage, banking, operations, customer service, compliance, fraud prevention, or related experience

Experience handling client or advisor communications via phone

Strong attention to detail and analytical skills

Ability to manage multiple priorities in a fast-paced environment

Excellent written and verbal communication skills

Proficiency with Microsoft Office, including Outlook, Teams, and Excel Ability to work independently and as part of a team

Preferred Qualifications

Experience with wire transfers, cash management, or money movement operations

Brokerage or investment industry experience

Fraud detection, compliance, or risk review experience

Call center or high-volume phone experience

Knowledge of ACH, DTC transactions, account transfers, or financial operations processes

Industry licenses such as SIE, Series 7, Series 66, or Series 99

Experience using financial services platforms and research tools

What Makes Someone Successful in This Role?

The ideal candidate is organized, detail-oriented, and comfortable balancing operational responsibilities with phone-based client support. You enjoy investigating issues, solving problems, and working collaboratively with advisors, clients, and internal teams to ensure a high-quality experience.

You are adaptable, thrive in a deadline-driven environment, and can confidently communicate while managing sensitive financial transactions.

Why Apply?

Gain valuable experience in cash management and financial operations

Develop expertise in wire transfers, fraud prevention, risk review, and money movement

Build your career within a leading financial services environment

Work alongside experienced professionals in a collaborative team setting

Contribute to processes that directly support financial advisors and their clients

Ideal…