Cash Management Specialist

Cash Management Operations Specialist

Help Protect Financial Transactions While Delivering Exceptional Service

Are you experienced in financial services, money movement operations, or client support? We're seeking a Cash Management Operations Specialist to join a dynamic team responsible for reviewing wire transactions, supporting advisors, investigating potential risks, and helping ensure the accuracy and security of financial transfers.

This role is ideal for professionals who enjoy problem-solving, working in a fast-paced environment, communicating with clients and business partners, and balancing operational processing with phone-based support.

What You'll Do

As a Cash Management Operations Specialist, you'll play a key role in supporting cash movement activity while helping protect clients and the firm from fraud and financial risk.

Key Responsibilities

• Review incoming and outgoing wire transactions for accuracy, completeness, and potential risk indicators
• Investigate and document unusual or potentially suspicious transaction activity
• Verify wire instructions and transaction details with clients and business partners
• Handle inbound and outbound calls related to wire transfers, cash movement, and transaction inquiries
• Research and resolve transaction issues while ensuring compliance with company policies and regulatory requirements
• Monitor team mailboxes and assist with shared operational workloads
• Review and process various money movement requests, including wires, ACH transactions, checks, journals, and account transfers
• Support audits, special projects, and continuous improvement initiatives
• Provide guidance and assistance on operational procedures and policies
• Assist with training and onboarding activities for new team members
• Collaborate with internal stakeholders to deliver timely, accurate, and professional service

What We're Looking For

Required Qualifications

• Bachelor's degree or equivalent professional experience
• 2+ years of financial services, brokerage, banking, operations, customer service, compliance, fraud prevention, or related experience
• Experience handling client or advisor communications via phone
• Strong attention to detail and analytical skills
• Ability to manage multiple priorities in a fast-paced environment
• Excellent written and verbal communication skills
• Proficiency with Microsoft Office, including Outlook, Teams, and Excel
• Ability to work independently and as part of a team

Preferred Qualifications

• Experience with wire transfers, cash management, or money movement operations
• Brokerage or investment industry experience
• Fraud detection, compliance, or risk review experience
• Call center or high-volume phone experience
• Knowledge of ACH, DTC transactions, account transfers, or financial operations processes
• Industry licenses such as SIE, Series 7, Series 66, or Series 99
• Experience using financial services platforms and research tools

What Makes Someone Successful in This Role?

The ideal candidate is organized, detail-oriented, and comfortable balancing operational responsibilities with phone-based client support. You enjoy investigating issues, solving problems, and working collaboratively with advisors, clients, and internal teams to ensure a high-quality experience.

You are adaptable, thrive in a deadline-driven environment, and can confidently communicate while managing sensitive financial transactions.

Why Apply?

• Gain valuable experience in cash management and financial operations
• Develop expertise in wire transfers, fraud prevention, risk review, and money movement
• Build your career within a leading financial services environment
• Work alongside experienced professionals in a collaborative team setting
• Contribute to processes that directly support financial advisors and their clients

Ideal Candidate

This opportunity is well-suited for professionals with financial services experience who are looking to expand their knowledge of cash management, transaction review, risk mitigation, and operational support. Candidates with experience handling money movement transactions and providing phone-based support will be especially successful in this role.

Job Type & Location

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

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)

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

This position is anticipated to close on Oct 27, 2026.

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.

Job Summary