Cash Management Specialist

Role Overview

We're hiring a Cash Management Operations Specialist to support wire transfers, transaction reviews, and advisor inquiries within a financial services environment. This is a hybrid position where you'll spend part of your day handling phone calls and part reviewing transactions, researching issues, and ensuring work is completed accurately and in line with established policies and procedures.
This role is a good fit for someone with financial services experience who enjoys problem solving, working with clients, and navigating multiple systems throughout the day.
What You'll Be Doing

• Review incoming and outgoing wire transactions for accuracy and potential risk indicators
• Handle inbound and outbound calls related to wire requests, transaction status updates, and troubleshooting
• Research transaction issues and work with internal teams, advisors, and financial institutions to resolve them
• Document findings and complete reviews according to established procedures
• Monitor shared inboxes and process operational requests
• Support investigations of unusual or potentially suspicious transaction activity
• Assist with training, process improvements, and team projects as needed
• Use internal systems and Microsoft Office tools to track, review, and complete work accurately

Pay, Schedule(REQUIRED AVAILABILITY) & Logistics

• Pay: $20.00-$23.00/hour
• Duration: 6-month contract
• Work Setting: Hybrid (on-site Monday, Tuesday, and Wednesday)
• Training Schedule: Monday-Friday, 9:00 AM-6:00 PM
• Regular Schedule: 8-4:30 PST
• Interview Process: One virtual panel interview

Requirements
Must-Have

• Bachelor's degree or equivalent professional experience
• 2+ years of experience in financial services, brokerage operations, banking, or a related environment
• Experience handling customer, client, or advisor phone interactions
• Strong attention to detail and ability to follow established policies and procedures
• Comfortable working across multiple systems and Microsoft Office applications, including Outlook and Excel
• Ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills

Nice to Have

• Wire transfer, money movement, or cash management experience
• Fraud, risk, compliance, or transaction review experience
• Call center or high-volume phone support experience
• SIE, Series 7, Series 66, or Series 99 licensing
• Experience with BETA, LexisNexis, or NICE systems

What Success Looks Like

• Accurately reviewing and processing transactions
• Maintaining strong schedule adherence and phone availability
• Delivering a positive experience for advisors and business partners
• Identifying potential issues and escalating concerns appropriately
• Consistently completing work with accuracy and attention to detail

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.
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)
Workplace Type
This is a hybrid position in Tempe,AZ.
Application Deadline
This position is anticipated to close on Aug 22, 2026.

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


We're 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. We're 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. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're 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.