Cash Management Specialist

TEKsystems • Tempe, AZ

3d • $20 - $23 • Hybrid

About The Position

Join a fast-paced financial operations team supporting wire transfers, money movement activities, and advisor service operations. The role combines customer support, transaction investigations, fraud prevention, and operational reviews to help ensure secure and efficient movement of client funds. The specialist works directly with financial advisors and internal business partners in a phone-based environment and can develop expertise in cash management, wire operations, risk mitigation, and financial services operations.

This is a contract position based in Tempe, Arizona, with a hybrid schedule combining onsite and remote work. It is primarily phone-based and takes place in a collaborative operations environment focused on service, accuracy, compliance, and risk management. The pay range is $20.00–$23.00 per hour. The position is anticipated to close on October 16, 2026.

If eligible, benefits for this temporary role may include medical, dental, and vision coverage; critical illness, accident, and hospital coverage; a 401(k) retirement plan with pre-tax and Roth post-tax contributions; voluntary life and AD&D insurance; short- and long-term disability; a health spending account; transportation benefits; an employee assistance program; and time off or leave, including PTO, vacation, or sick leave. Eligibility and benefits depend on job classification, length of employment, and applicable plan terms.

Requirements

• Bachelor's degree or equivalent work experience.
• At least 2 years of experience in financial services, banking, brokerage, operations, customer service, compliance, fraud, or a related area.
• 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.
• Comfort working in a phone-based role with frequent interaction with advisors and business partners.
• Proficiency with Microsoft Office applications, including Outlook, Teams, and Excel.

Nice To Haves

• Experience with wire transfers, ACH processing, or money movement transactions.
• Experience in financial services operations, brokerage, treasury, or cash management.
• Exposure to fraud investigations, compliance, anti-money laundering (AML), or risk management activities.
• Familiarity with LexisNexis, NICE, or similar financial services platforms.
• SIE, Series 7, Series 66, or Series 99 licenses.
• Advisor- or client-focused mindset; critical thinking and sound decision-making; comfort in a team-oriented, deadline-driven environment; and willingness to learn, adapt, and contribute to continuous process improvement.

Responsibilities

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

Benefits

• Medical, dental, and vision coverage, if eligible.
• Critical illness, accident, and hospital coverage, if eligible.
• 401(k) retirement plan with pre-tax and Roth post-tax contributions, if eligible.
• Voluntary life and AD&D insurance for employees and dependents, if eligible.
• Short- and long-term disability coverage, if eligible.
• Health Spending Account (HSA), if eligible.
• Transportation benefits, if eligible.
• Employee Assistance Program, if eligible.
• Time off or leave, including PTO, vacation, or sick leave, if eligible.

What This Job Offers

• Career Level: Mid Level