Vice President, Client Operations

Apex Systems · Indianapolis, IN · 2 days ago

ManagementContract

About the role

The Vice President, Client Service Operations leads and enhances client operations, focusing on client services and operational execution. This role supports day-to-day operations, exception management, and client issue resolution.

Responsibilities

Handle client relationships and manage client accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients.
Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows; escalate issues appropriately.
Collaborate with cross-functional teams (Operations, Client Service, Risk/Compliance, Technology) to resolve complex issues and implement remediation plans.
Support new client onboarding, account setup, and validation of settlement instructions where applicable.
Prepare and maintain procedural documentation, metrics, and reporting; contribute to continuous improvement initiatives.
Ensure adherence to operational risk, compliance, and control frameworks; follow established SOPs while identifying opportunities for process improvement.

Requirements

Bachelor’s degree in business, Finance, or a related field. Advanced degree or professional certification preferred.
Typically, 7-12 years of experience.
Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties) preferred.
Excellent communication and interpersonal skills to collaborate effectively with stakeholders.
Proven client service experience across internal stakeholders and external institutional clients.
Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability.
Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements.
Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes.

Qualifications

Skills & Competencies:
- Excellent communication and interpersonal skills to collaborate effectively with stakeholders.
- Proven client service experience across internal stakeholders and external institutional clients.
- Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability.
- Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements.
- Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes.

Skills

Excellent communication and interpersonal skills to collaborate effectively with stakeholders.
Proven client service experience across internal stakeholders and external institutional clients.
Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability.
Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements.
Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes.

Benefits

Everforth Apex offers a comprehensive benefits package including medical, dental, vision, life, disability, and other insurance plans, an ESPP, a 401K program, a Health Savings Account (HSA) on the HDHP plan, a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program, and other discounts. Professional development includes an on-demand training program, access to certification prep and a library of technical and leadership courses/books/seminars, certification discounts and other perks to associations like CompTIA and IIBA. A dedicated customer service team addresses questions around benefits and other resources, and a certified Career Coach is available. For more details, see the 'Welcome Packet' provided by an Everforth Apex team member.

Pay

Details on pay are not specified in the job description.

Schedule

Details on schedule are not specified in the job description.