Cash Management Specialist

TEKsystems•Tempe, AZ

6d•$20 - $23•Hybrid

About The Position

The Cash Management Operations Specialist supports cash movement activity by reviewing wire transactions, assisting advisors and clients, investigating potential risks, and helping ensure financial transfers are accurate and secure. The role combines operational transaction processing with phone-based support in a fast-paced, deadline-driven environment. The specialist reviews and processes money movement requests, including wires, ACH transactions, checks, journals, and account transfers. They investigate unusual activity, resolve transaction issues, verify instructions, and communicate with clients, advisors, business partners, and internal stakeholders. The role also supports shared team workloads, audits, projects, process improvement, and training. This is a contract position based in Tempe, Arizona, and is described as hybrid. The pay range is $20.00–$23.00 per hour. The position is anticipated to close on October 27, 2026. Eligible benefits for this temporary role may include medical, dental, and vision coverage; critical illness, accident, and hospital coverage; a 401(k) retirement plan; life insurance; short- and long-term disability; a health spending account; transportation benefits; an employee assistance program; and paid time off, vacation, or sick leave. Eligibility and terms may vary.

Requirements

Bachelor's degree or equivalent professional experience.
At least 2 years of experience in financial services, brokerage, banking, operations, customer service, compliance, fraud prevention, or a related area.
Experience handling client or advisor communications by 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.

Nice To Haves

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.

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 following company policies and regulatory requirements.
Monitor team mailboxes and assist with shared operational workloads.
Review and process 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 new team members.
Collaborate with internal stakeholders to deliver timely, accurate, and professional service.