Client Engagement Manager-RIA & Custody Services- Only Locals

Local candidates only- training completed fully onsite for 4-6 weeks then hybrid schedule in office 3 days per week Tower 4 St. Petersburg, FL

Laptop provided

Opportunity for conversion based on attendance, performance and availability of an FTE opening

• 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.
• Performs other duties and responsibilities as assigned.

Skills:

Knowledge of

• 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.
• Project planning and implementation.

Skill in

• Excellent communication and strong business writing skills.
• Ability to organize and maintain schedules, as well as present virtually.
• Following-up to ensure resolution and completion of tasks.
• Proven ability to be able to multitask and meet deadlines.
• Enthusiastic, self-motivated, effective under
• Strong project management skills with the ability to lead projects to completion in a deadline-driven environment.
• Ability to influence and bring different parties together for a positive outcome.
• Cultivating and maintaining effective working relationships at throughout and at all levels of the organization.
• Creative problem solving to meet client needs.

Ability to

• Work directly with client firm executives and associates at all levels of the organization.
• Organize, prioritize, manage, and track multiple details, tasks, and assignments in a fast-paced work environment.
• Have detailed understanding of policy, procedures and processes.
• Gather information, identify needs, and proactively apply findings to develop solutions.
• Listen actively and demonstrate effective communication and interpersonal skills.
• Work independently as well as collaboratively within a team environment.
• Build and maintain strong working relationships with internal partners.

Education:

Experience

· At least 3 years of experience in financial services, client support, or project coordination.