Location
St. Petersburg, FL, United States
Posted
July 08, 2026
Job Description
MUST HAVES:
+ 3+ years in financial services, client support and project coordination
+ In-depth concepts, practices and procedures of custody and clearing firms.
+ Fundamental concepts of financial markets, accounts, products, and the transfer process.
+ Operational processes common to a custody and clearing platform.
+ Series 7 a plus but not a requirement
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....
+ 3+ years in financial services, client support and project coordination
+ In-depth concepts, practices and procedures of custody and clearing firms.
+ Fundamental concepts of financial markets, accounts, products, and the transfer process.
+ Operational processes common to a custody and clearing platform.
+ Series 7 a plus but not a requirement
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....