Project Coordinator - Finance Job at Synergistic Systems Inc, Charlotte, NC

UzlIVXJDblZTSnpycURwa0JNNjZKUjcySmc9PQ==
  • Synergistic Systems Inc
  • Charlotte, NC

Job Description

Job Description

Job Description

Our client, a Fortune 1000 financial services company is looking for Project Coordinators. Project Coordinators are responsible for the comprehensive coordination of all platform transition (implementation) services for retirement plan clients. This is a 2 year contract role. This is a hybrid role so candidates should live in the areas of Charlotte, North Carolina or Frisco, Texas . You can come onboard as our W2 or Independent Contractor.

This role involves working with IT, Sales and Marketing groups. The successful candidate will be the primary interface with clients when their plan services are undergoing changes. The Project Coordinator is ultimately responsible for the success of each transition including overall service delivery, project management, and oversight throughout the various conversions of the retirement plans. Key Responsibilities and Duties:

  • Lead multiple smaller implementation projects or select large implementation projects for institutional retirement plan clients with high quality outcomes
  • Handle client relationships, create project plans and ensure on-time delivery, provide status updates and partner with cross-functional teams to deliver institutional offers
  • Engage with and partner with appropriate resources in a highly-matrixed environment including client, plan management services, IT, Sales and Marketing.
  • Effectively identify, escalate, and resolve risks or issues for moderately complex implementations
  • Address client and/or business partners transition challenges, questions and concerns
Work Experience:

  • 3 Years Required; 5+ Years Preferred
  • Solid experience as a Project Coordinator/Lead
  • Financial services experience is a big plus
Other requirements:

  • Leadership skills
  • Excellent verbal and written skills
  • Excellent organizational skills
  • Agile experience is nice to have
Educational Requirements: University (Degree) Preferred
FINRA Registrations: Series 6 or 7

Flexible work from home options available.

Job Tags

Contract work, For contractors, Work experience placement, Live in, Flexible hours,

Similar Jobs

CVS Health

Medical Scribe /CIS Job at CVS Health

 ...convenient and more compassionate. And we do it all with heart, each and every day. The purpose of a Clinical Informatics Specialist (CIS or Medical Scribe) at Oak Street Health is to support our primary care providers with clinical documentation so that they can focus... 

ABM Industries

Day Cleaner Lead Job at ABM Industries

 ...: Must be 18 years of age or older 1-2 years of experience required and on the job training provided No high school diploma, GED or college degree required Preferred Qualifications: Customer service experience 1-2 years of similar work experience... 

POSCO AAPC

Production Operator Job at POSCO AAPC

 ...Job Description JOB SUMMARY The Production Coordinator is responsible for providing customer service and warehouse support by assisting...  ...and track all purchase orders and expenditures for plant operations Prepare reports, documentation, or other information as... 

RCM Healthcare Services

Paraprofessional HHA or CNA Job at RCM Healthcare Services

 ...Paraprofessional HHA or CNA We are seeking dedicated, compassionate people to work with children in NYC public schools. Paraprofessional (HHA) openings in all five boroughs! Paraprofessional (HHA/CNA) - Openings in Brooklyn, Queens, Manhattan, Staten Island and The... 

Whole Foods Market

Cake Decorator - Full Time Job at Whole Foods Market

 ...Job Description A career at Whole Foods Market is more than just the work you do- it's about your personal growth and creating meaningful change. Our purpose is to nourish people and the planet. That means improving how people eat, funding grants for school gardens,...