Cash Management Specialist

Description

Join a fast-paced financial operations team responsible for supporting wire transfers, money movement activities, and advisor service operations. This role combines customer support, transaction investigations, fraud prevention, and operational reviews to help ensure the secure and efficient movement of client funds.

The ideal candidate is detail-oriented, analytical, and comfortable working directly with financial advisors and internal business partners in a phone-based environment. This position offers the opportunity to develop expertise in cash management, wire operations, risk mitigation, and financial services operations while contributing to a high-performing team.

Responsibilities

• Review wire transactions for completeness, funds availability, special instructions, and potential risk indicators.
• Investigate and document potential suspicious activity, escalating concerns to the appropriate risk and compliance teams when necessary.
• Handle inbound and outbound phone calls related to wire transfer inquiries, transaction research, and issue resolution.
• Partner with financial advisors, clients, and third-party institutions to ensure transactions are processed in accordance with company policies and regulatory requirements.
• Serve as a resource for operational and procedural questions from internal and external partners.
• Assist with reviews of wires, ACH transactions, checks, transfers, and other money movement activities.
• Support team operations by managing shared mailboxes, error queues, and transaction research requests.
• Participate in audits, projects, process improvements, and training initiatives.
• Maintain accurate records and documentation related to transaction reviews and investigations.

Qualifications

• Bachelor's degree or equivalent work experience.
• 2+ years of experience in financial services, banking, brokerage, operations, customer service, compliance, fraud, or related areas.
• Strong verbal and written communication skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Strong attention to detail and analytical problem-solving abilities.
• Comfortable working in a phone-based role with frequent interaction with advisors and business partners.
• Proficiency with Microsoft Office applications, including Outlook, Teams, and Excel.

Preferred Qualifications

• Experience with wire transfers, ACH processing, or money movement transactions.
• Financial services operations, brokerage, treasury, or cash management experience.
• Exposure to fraud investigations, compliance, anti-money laundering (AML), or risk management activities.
• Familiarity with tools such as LexisNexis, NICE, or similar financial services platforms.
• SIE, Series 7, Series 66, or Series 99 licenses.

What You'll Bring

• A strong advisor/client-focused mindset.
• Ability to think critically, identify potential risks, and make sound decisions.
• Comfort working in a team-oriented, deadline-driven environment.
• A willingness to learn, adapt, and contribute to continuous process improvement.

Work Environment

• Hybrid work schedule with a combination of onsite and remote work.
• Primarily phone-based role supporting advisors and transaction-related inquiries.
• Collaborative operations environment focused on service, accuracy, compliance, and risk management.
• Opportunity to gain hands-on experience in wire operations, cash management, and financial services operations.

Job Type & Location

This is a Contract position based out of Tempe, AZ.

Pay and Benefits

The pay range for this position is $20.00 - $23.00/hr.

Individual compensation offered for this position within this range will depend on many factors, including qualifications, skills, relevant experience, job knowledge, geographic location, internal equity, and other pertinent job-related factors.

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)

Job Type & Location

This is a Contract position based out of Tempe, AZ.

Application Deadline

This position is anticipated to close on Oct 16, 2026.

Workplace Type

This is a hybrid position in Tempe,AZ.

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

Were 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. Were 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. Were strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. Were 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 TEKsystems.com.

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

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.