Relay Settings Engineer

Financial Services On-Time Performance Microsoft SharePoint Full Stack Development Call Center Experience Artificial Intelligence Business Transformation Ability To Meet Deadlines Continuous Improvement Process Troubleshooting (Problem Solving) FINRA Series 7 (General Securities Representative), The Operations Specialist on the Wire team conducts due diligence reviews on first and third party transactions for potential fraudulent activity and reports such activity to management and the appropriate Risk group. The Wire team is responsible for handling inbound and outbound calls from advisors and their clients regarding third party wire related inquiries. This role acts as a subject matter expert (SME) to our internal and external business partners as well as handling escalated inquiries. The Specialist verifies third party wire information directly with the company's clients and assists with regular roles and duties associated with a Cash Control team.

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.

Responsibilities:

• Reviewing wire deposits/distributions for funds availability, special instructions, and red flags; performing a series of tests and documenting results.
• Handling inbound and outbound calls and the team mailbox; working with advisors, clients, and other third party institutions to research various transactions and ensure compliance with stated policies and procedures.
• Reviewing and investigating potential suspicious activity as derived from the variety of systems, including suspected money laundering or structuring of financial transactions to avoid government reporting requirements
• Assisting the team with policy/procedural related questions and provide assistance when necessary to help the completion of various requests and provide additional training if needed.
• Cross training to reviewing, analyzing, and approving checks, wires, ACH, depository trust company (DTC), and Accommodation Transfers and Journals transactions to ensure conformity to firm policies, procedures, and regulatory rules.
• Assisting management with the completion of various firm and department audits and projects.
• Assisting with on the job training (OJT) for new hires.
• Ad hoc responsibilities that arise which will promote continuous improvement and transform the business

This is primarily a phone-based role with advisors with limited end client interaction. They will deal with incoming and outgoing wires. The phone calls are pertaining to outgoing wires - troubleshooting and investigations. On average, the team collectively receives 60-100 calls/day. Processing isn't as heavy, but will do some secondary reviews, assist with error queues and managing a shared inbox outside of assigned work.

KPIs:

• 40-50% of phone calls taken overall
• Availability / Schedule Adherence (If you're not on the phones, you're either on break or lunch within reason. Can't have long lags of time where someone is unavailable.)
• Advisor surveys (Looking for 9-10 scores), Rock Hill, SC*On-Site Planning Teamwork Scheduling Management Innovation Coordinating System Safety Accountability Customer Service Project Planning Project Management Industry Standards Project Engineering Medical Prescription Project Manufacturing Technical Requirements Change Control Process Employee Assistance Programs +0

Google Project Management Safety Technician Carowinds Charlotte, NC*On-Site Auditing First Aid Scheduling Operations Management Enthusiasm Fire Safety Cleanliness Investigation Forklift Truck Safety Training Customer Service Public Relations Incident Reporting Emergency Response Regulatory Compliance Personal Protective Equipment Cardiopulmonary Resuscitation (CPR) Nationally Registered Emergency Medical Technician (NREMT)

Journals Brokerage Operations Management LexisNexis Creativity Multitasking Cash Control Communication Investigation Due Diligence Inbound Calls Team Oriented Outbound Calls Cash Management Detail Oriented Microsoft Excel Problem Solving Customer Service Microsoft Office Deposit Accounts Microsoft Outlook, Microsoft office, Wires, customer support

Top Skills Details

microsoft office,Wires,customer support, Bachelor's degree or equivalent work experience

• 2-5 years general brokerage industry knowledge; Cash management, new accounts, customer service, compliance, legal, regulatory or fraud experience is a plus.

Core Competencies:

• Proficient in MS Office suite - Outlook, Teams, Sharepoint. Need to be comfortable in Excel, but will be trained on any advanced functions needed.

• Solid understanding risks of the financial services industry

• Organized, analytical, and accurate with a strong attention to detail

• Ability to multi-task and work in an agile environment and multi-task in a fast-paced deadline-driven environment

• Strong and effective communications skills; ability to communicate at all levels

• Ability to adapt to change

• Ability to work independently as well as in a team

• Ability to problem solve, articulate requirements and escalate when necessary

• Executes given tasks timely and accurately

Preferences:

• SIE and/or Series 7 or 66 or 99

• Understanding of BETA, LexisNexis, Nice

This cannot be someone's first job in the industry. Need them to have at least a couple of years of financial services experience/competencies as well as experience dealing with people on the phones.

BEST VS AVERAGE: experience dealing with wires / move money, call center experience & BETA., Relays Planning Equities IEC 61850 Automation Market Data Relay Logic Coordinating Construction Commissioning Wiring Diagram Logic Diagrams Microprocessor Detail Oriented Ancient History Project Planning Electric Utility Project Management Technical Training Electrical Substation Electrical Engineering Electric Power Systems Construction Management Transformers (Electrical) SEL AcSELerator (Software) Interpersonal Communications Professional Engineer (PE) License Project Management Professional Certification Electrical Power Transmission And Distribution

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 Type

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., 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. San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records. Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools. Related Jobs Relay Settings Engineer Leidos