Project Manager/Project Coordinator

TekWissen LLC

Malvern, PA

JOB DETAILS
SALARY
$60–$65
SKILLS
Banking Services, Business Process Management, Customer Relationship Management (CRM), Data Entry, Detail Oriented, Diversity, Document Management, Financial Systems, Leadership, Legal, Operations Processes, Project Tracking, Project/Program Coordination, Project/Program Management, Relationship Management, Sales Management, Schedule Development, Set Goals, Workforce Management
LOCATION
Malvern, PA
POSTED
1 day ago
Overview:
TekWissen is a global workforce management provider headquartered in Ann Arbor, Michigan that offers strategic talent solutions to our clients world-wide. We are a community of 50 million who think-and feel-differently about investing. Together, we're changing the way the world invests. Since our founding in 1975, helping investors achieve their goals has been our main reason for existence. At Client, we're built differently. Our client is investor-owned, meaning that we're owned by our funds, which are owned by our fund shareholder clients. Therefore, your success adds to ours, so you're surrounded by people who care about the same things. With no other parties to answer to, we make decisions-including keeping investing costs as low as possible-with your needs in mind. Because of our unique structure, your goals align with our goals.
Position: Project Manager/Project Coordinator
Location: Malvern, PA 19355
Duration: 6 Months
Job Type: Temporary Assignment
Work Type: Hybrid
Role Description:
Client Outreach Process:
  • Track progress of Relationship Manager outreach to clients. Set and manage goals at the aggregate and individual level.
  • Work with Relationship Managers 1/1 to research client situations, understand priorities for the week, and manage plans.
  • Elevate trends to leadership to understand issues, roadblocks, and risks.
  • Manage the appointment scheduling process with operations, monitoring the queue daily and ensuring clients have dialogue and follow up.
  • For clients without a contact, or who have not responded, develop and execute an outcall plan.
Document Management:
  • For client contracts, own the DocuSign BPM process and maintain responsibility for ensuring completed paperwork goes to BPM and is tracked appropriately.
  • Search BPM for historical documents (if not provided) and add to BPM case (including banking items).
  • Support the banking information movement process.
  • Partner with the client outreach manager to ensure completed applications are tracked at the client level.
Data Entry (separate workstream):
  • 1. Enter client financial data into financial systems (note: this will be a 1 month focus once a certain set of clients converts to a new system).
Top 3 Hard/Required Skills to see on Resume:
Capabilities:
  • This individual should have basic program management experience, comfort with legal contracts, experience with DocuSign, and strong relationship management skills.
  • Detail orientation is necessary for data entry components of the work.
  • Comfort with this being a fairly administrative role, with changing needs and priorities.
Years of experience are desired?
  • 5 to 10 years
What Education/Certifications are required:
  • Bachelors at least
TekWissen Group is an equal opportunity employer supporting workforce diversity.

About the Company

T

TekWissen LLC

WE THE TEKWISSEN PEOPLE

TekWissen offers you a broader portfolio of services, industry-leading solutions, and the meaningful innovations that give you greater flexibility and speed to respond to market dynamics, reduced costs and risk to improve enterprise performance, and increased productivity to enable growth.

To keep pace with global market demands, TekWissen keeps its finger on the pulse of change. Our organized approach to guiding a project from its inception to closure. Managing projects is becoming more and more important as we enter the digital era. To cope with the pace that this transition demands, a method is required to manage projects so they can yield quality work, while incorporating efficient use of time and resources.

Project involves identifying which quality standards are relevant to the project and determining how to satisfy them.

It is important to perform quality planning during the Planning Process and should be done alongside the other project planning processes because changes in the quality will likely require changes in the other planning processes, or the desired product quality may require a detailed risk analysis of an identified problem. It is important to remember that quality should be planned, designed, then built in, not added on after the fact.

Capabilities and accomplishments in one TekWissen business enhance the opportunity for success in the others. Put simply, TekWissen's unique combination of attributes promotes success.



COMPANY SIZE
100 to 499 employees
INDUSTRY
Computer/IT Services
FOUNDED
2009
WEBSITE
http://www.tekwissen.com/