Service Management Analyst

At Apex Fintech Solutions, we empower innovation and the future of digital wealth management by building tech-forward solutions that simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software supports clients like Stash, Betterment, SoFi, Webull, and eToro, serving over 22+ million end customers.

About the role

The Client Experience team at Apex Fintech Solutions is seeking a Service Management Analyst to enhance relationships and build customer loyalty. This role involves building strong, trust-based relationships with clients, challenging the status quo, creating innovative solutions, streamlining manual processes, and being a change-agent for the firm.

You will provide high-quality services to Brokerage firms, Registered Investment Advisors, and End Investors, learn the financial industry, and support strategic initiatives and cross-company projects. You will serve as the primary point of contact for clients, manage partner firm and end investor escalations, collaborate with internal teams, and ensure regulatory compliance.

Key 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 License required (or willing to obtain within 90 days of hire)

Required skills/abilities

• 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
• Capability to handle multiple projects at one time
• Proficiency in Microsoft 365

Our rewards

• Roadmap to success with a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match.
• Paid subscription to the Calm app
• Generous external learning and tuition reimbursement benefits
• A hybrid work schedule for most roles

EEO statement

We are 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.

Disability statement

We are 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.