Language

Client Engagement Manager

Business Writing
Writing Skills
Contracts
Problem Solving
Project Planning
Salesforce
Series 7
Client Support
Financial Services
Series 6
Financial Markets
Description:

Essential Duties and 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.
  • Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

  • At least 3 years of experience in financial services, client support, or project coordination
  • Series 7 plus but not required

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.

 

This is the pay range that Magnit reasonably expects to pay for this position: $30.00/hour - $40.00/hour

Benefits: Medical, Dental, Vision, 401K

QUALIFICATION/ LICENSURE :
  • Work Authorization : Green Card, US Citizen, Other valid work visa
  • Preferred years of experience : 3+ Years
  • Travel Required : No travel required
  • Shift timings: Not specified
Job Location Saint Petersburg, Florida
Pay USD 30.00 - USD 40.00 Per Hour
Contract Duration 8 month(s)