SGS Technologie

Compensation

Full Description

SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements. SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity! looking for a Client Engagement (Onboarding) Manager to work on a Contract role, 12+ Months (Role has high Potential to extend OR Convert Full-time) = Hybrid Role (Onsite 3 days per week) at St. Pete, FL 33716 with a Financial Direct Client = only on W2 for US Citizen or Green Card Holders. NOTES: • Hiring Manager is looking for someone who has worked in the Financial Industry either in back office and/or project management capacity supporting advisors. • Not looking for those that have been advisors, trader’s portfolio managers etc. • Looking for a PM who has worked with advisors and book of business. • They would be doing onboarding from start to end with advisors. Supporting back-office functions and the client engagement manager and advisors. INSIGHTS: • This team is managing the advisors in their division (RSA) to either custody with Our Financial Client. Work with RIA's (registered Investment Advisor) and independent broker dealers. • Project manages the transition. • Typically, would be a lot of calls. Like if they have onboarding issues or issues opening accounts, AML questions. • Acts as primary point of contact during onboarding to the platform. • Timings- at least 8 months, potentially converting to fulltime. • Someone who has worked with RA's (Registered advisors)- that would be great fit. (From LPL or Schwab) • Certifications- not must • If have worked with more project Management, that would be ideal. • Excellent written and verbal communication skills needed. • Local candidates only- training completed fully Onsite for 4-6 weeks then Hybrid schedule in office 3 days per week at St. Petersburg, FL 33716 • Laptop provided