eTeam ยท 1 day ago
Client Engagement Manager
St. Petersburg, FL
Contract
Hybrid
Mid Level
$35/hr - $40/hr
3+ years expeTeam is seeking a Client Engagement Manager to join their Investment Advisor Division. This role involves managing client onboarding processes, fostering new client relationships, and ensuring effective communication throughout the onboarding experience.
Information Technology
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 Client 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
Qualification
Required
At least 3 years of experience in financial services, client support, or 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
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 pressure
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
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
Preferred
Series 7 plus but not required
Benefits
Laptop provided
Company
eTeam
eTeam is a staffing agency that also provides payrolling services.
501-1000 employees
H1B Sponsorship
eTeam has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (36)
2024 (205)
2023 (11)
2022 (7)
2021 (24)
2020 (25)
Funding
Current Stage
Late StageTotal Funding
unknown2023-12-04Acquired
Leadership Team
Swetta Bhatt
CEO APAC & India
Aanchal Thakur
Chief Customer Officer
Recent News
2025-11-19
2025-08-21
Company data provided by crunchbase