Client Engagement Manager
TEKsystems • St. Petersburg, FL • Posted July 13, 2026
Position Overview
Essential Duties & Responsibilities:
+ RCS Project lead for conversions onto the custody and clearing platform; ability to manage own workflow while keeping key stakeholders appropriately involved and up to date.
+ Fosters and collaborates in the development of new client relationships.
+ Acts as primary point of contact during onboarding to the platform.
+ Effective external and internal client communications.
+ Develops and maintains an in-depth understanding of custody and clearing business, its products, and supporting functions.
+ Conducts effective educational meetings delivering a professional presentation.
+ Ensures follow up and trains to inquiries related to services, qualifications, instructions or paperwork requirements for various programs.
+ Ensures completion of all onboarding related tasks; maintains Salesforce workflow and data requirements.
+ Ensures accuracy, completion and archival of o...
+ RCS Project lead for conversions onto the custody and clearing platform; ability to manage own workflow while keeping key stakeholders appropriately involved and up to date.
+ Fosters and collaborates in the development of new client relationships.
+ Acts as primary point of contact during onboarding to the platform.
+ Effective external and internal client communications.
+ Develops and maintains an in-depth understanding of custody and clearing business, its products, and supporting functions.
+ Conducts effective educational meetings delivering a professional presentation.
+ Ensures follow up and trains to inquiries related to services, qualifications, instructions or paperwork requirements for various programs.
+ Ensures completion of all onboarding related tasks; maintains Salesforce workflow and data requirements.
+ Ensures accuracy, completion and archival of o...