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Be part of a fast-paced team focused on enhancing relationships and building customer loyalty. Apex Fintech Solutions' Client Experience team is seeking a Service Management Analyst 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. The Service Management Analyst will focus on ensuring high-quality, efficient service delivery and customer satisfaction. Key responsibilities include overseeing service operations, managing service staff, establishing and enforcing service standards, analyzing performance metrics, resolving customer issues, collaborating with other departments, and ensuring regulatory compliance. The role requires strong leadership, communication, problem-solving, and analytical skills to align service operations with business objectives and foster long-term client relationships. 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.
Job Responsibility:
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
Requirements:
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 License required (or willingness to obtain within 90 days of hire)
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
What we offer:
healthcare benefits (medical, dental and vision, EAP)
competitive PTO
401k match
parental leave
HSA contribution match
paid subscription to the Calm app
generous external learning and tuition reimbursement benefits