Client Services Specialist - Apex Fintech Solutions : Job Details

Be part of a fast-paced team focused on enhancing relationships and building customer loyalty. Apex Fintech Solutions is seeking a Client Services Specialist who is empowered to build strong, trust-based relationships with our clients, challenge the status quo, create innovative solutions to traditional problems, help us streamline and automate manual processes, and to be a change-agent for the firm. Learn the financial industry while providing high-quality services to Brokerage firms, Registered Investment Advisors, and End Investors.

You will be providing world-class customer service to firms, and certain end investors. You will be taught a broad range of transferable product, technology, and systems skills, which will enable you to think critically about how we can improve our suite of offerings. You will provide outstanding service through telephone and electronic interactions. You will also make a meaningful impact through your inclusion in strategic initiatives and cross-company projects. You will support service questions, operational inquiries, and internal team members.

Duties/Responsibilities

• Serve as the primary point of contact for clients.
• Manage partner firm and end investor escalations, ensuring timely and effective resolution.
• Support inquiries related to Operations, collaborating with internal teams to address customer queries and resolve issues.
• Create and maintain system documentation to ensure clarity and consistency in processes.
• Strictly adhere to established procedures and security controls to safeguard customer information and assets.
• Maintain ownership of key supervisory checklists, ensuring adherence to compliance requirements and operational standards.
• Support business process improvement initiatives and ad hoc projects.

Education and/or Experience

• Bachelor's degree in business, finance, or a related field or equivalent work experience
• 3+ years of experience in client services, relationship management, or a similar role within the financial services industry
• FINRA Series 7 and Series 24 License(s) required (or willingness to obtain)

Required Skills/Abilities

• Must be a self-starter, flexible, innovative, and adaptive
• Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
• Ability to work both collaboratively and independently; ability to navigate a complex organization
• Advanced analytical skills
• Excellent project management and organizational skills and capability to handle multiple projects at one time
• Proficiency in Microsoft 365

Work Environment

• This job operates in a hybrid, office environment.

The annual base salary range for this position is $25-$31. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities.