Service Management Analyst

At Apex Fintech Solutions, we empower innovation and democratize access to financial markets. Our mission is to transform the securities industry by digitizing and making investment opportunities available to everyone.

About the role

The Service Management Analyst plays a pivotal role in enhancing client relationships and fostering trust. This position focuses on delivering high-quality, efficient service and customer satisfaction, while driving process improvements and strategic initiatives.

Responsibilities

• Serve as the primary point of contact for clients, managing escalations and ensuring timely resolution.
• Collaborate with internal teams to address inquiries and resolve operational issues.
• Create and maintain system documentation to ensure clarity and consistency in processes.
• Maintain ownership of supervisory checklists, adhering to compliance 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 willing to obtain within 90 days of hire).

Skills

• Self-starter, flexible, innovative, and adaptable.
• Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization.
• Advanced analytical skills, excellent project management, and organizational capabilities.
• Proficiency in Microsoft 365.

Education

• Bachelor's degree in business, finance, or a related field or equivalent work experience.

Work Environment

This role operates in a hybrid office environment, requiring attendance at least 3 days per week.

Rewards

• Competitive PTO
• 401(k) match
• Parental leave
• HSA contribution match
• Paid subscription to the Calm app
• External learning and tuition reimbursement benefits
• Hybrid work schedule

EEO Statement

We are committed to equal employment opportunity and provide reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations during the application or interview process, please submit your request via the Candidate Accommodation Requests Form.

Disability Statement

We are dedicated to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We strive to ensure equal employment opportunities and provide reasonable accommodations to qualified individuals with disabilities.