New

Client Engagement Manager

TEKsystems
$35.00 - $40.00 / hr
life insurance, sick time, 401(k), retirement plan
United States, Florida, St. Petersburg
Jan 17, 2026
Client Engagement Manager HYBRID - Saint Petersburg, FL 33716 Schedule: Monday - Friday 8am - 5pm Pay Rate: $35-$40/hrly 8 Month Contract Description * Support the transition of financial advisors and their assets into the firm's platform. * Work alongside Transition Consultants and Technology Consultants in a projectmanagement capacity. * Assist with coordinating tasks, tracking progress, and ensuring smooth transition workflows. * Conduct frequent phonebased interactions, including introduction calls and ongoing transition calls. * Facilitate, schedule, and lead calls related to specific financial products (e.g., 529 accounts, variable annuities, 401(k) plans). * Guide advisors through requirements for establishing a new Registered Investment Advisor (RIA). * Clearly outline the steps advisors must take when transitioning into the RIA space. * Provide handson support for transitions involving RIA (Registered Investment Advisors) and RCS (Registered Custody Services). * Help advisors understand operational requirements, documentation needs, and platform setup steps. * Serve as a point of escalation for complex operational issues. * Troubleshoot operational challenges and resolve problems efficiently. * Assist with setting up data feeds and ensuring accuracy of transferred data. * Coordinate with thirdparty vendors when needed for integrations or system setup. * Support the establishment of new advisor offices on the RCS platform. * Communicate across business units to resolve issues and ensure a cohesive transition experience. * Maintain professionalism in highvolume, phoneheavy communication environments. * Manage multiple concurrent transitions over an 8month rampup period. Skills project coordination, financial services Additional Skills & Qualifications * At least 2+ years experience with custody and clearing experience * Strong written and verbal communication #priorityeast Job Type & LocationThis is a Contract position based out of St. Petersburg, FL 33716. Pay and BenefitsThe pay range for this position is $35.00 - $40.00/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 TypeThis is a hybrid position in St. Petersburg,FL 33716. Application DeadlineThis position is anticipated to close on Jan 30, 2026. h4>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.