Client Experience & Service Management Analyst

Apex Fintech Solutions UK Ltd.; Town of Texas, Fort Worth (WI, TX); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental, and vision)

Competitive PTO

401(k) match

Parental leave

HSA contribution match

Paid subscription to the Calm app

Generous external learning and tuition reimbursement

Job summary

Apex Fintech Solutions UK Ltd. is looking for a Service Management Analyst in Wisconsin. This role involves managing client relationships, ensuring effective resolution of partner firm escalations, and supporting operational inquiries. You will work closely with internal teams while adhering to procedures that safeguard customer information.

Candidates should have a Bachelor’s degree and over 3 years in client services, along with the FINRA Series 7 License. The position offers hybrid work flexibility and various healthcare benefits.

Qualifications

• 3+ years of experience in client services, relationship management, or a similar role.
• Must be a self-starter, flexible, innovative, and adaptive.
• Ability to work collaboratively and independently in a complex organization.

Responsibilities

• Manage partner firm and end investor escalations.
• Support inquiries related to Operations.
• Create and maintain system documentation.

Skills

Interpersonal skills

Analytical skills

Project management

Microsoft 365 proficiency

Education

Bachelor’s degree in business, finance, or a related field

FINRA Series 7 License

Job description

Apex Fintech Solutions UK Ltd. is looking for a Service Management Analyst in Wisconsin. This role involves managing client relationships, ensuring effective resolution of partner firm escalations, and supporting operational inquiries. You will work closely with internal teams while adhering to procedures that safeguard customer information.

Candidates should have a Bachelor’s degree and over 3 years in client services, along with the FINRA Series 7 License. The position offers hybrid work flexibility and various healthcare benefits.