Client Experience & Service Management Analyst – Hybrid

Apex Fintech Solutions LLC; Dallas (TX); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits

401k match

Parental leave

HSA contribution match

Calm app subscription

Tuition reimbursement

Hybrid work schedule

Job summary

Apex Fintech Solutions LLC is seeking a Service Management Analyst to strengthen client relationships, improve service delivery, and drive efficient operations across Brokerage firms, RIAs, and end investors. The role focuses on building trust, challenging the status quo, and creating innovative solutions to streamline manual processes.

You’ll work on service operations, staff management, and cross-department collaboration.

Qualifications

• Bachelor's degree in business, finance, or a related field.
• 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).

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.

Skills

Self-starter

Interpersonal skills

Analytical skills

Project management

Microsoft 365

Education

Bachelor's degree in business or finance

Job description

Apex Fintech Solutions LLC is seeking a Service Management Analyst to strengthen client relationships, improve service delivery, and drive efficient operations across Brokerage firms, RIAs, and end investors. The role focuses on building trust, challenging the status quo, and creating innovative solutions to streamline manual processes.

You’ll work on service operations, staff management, and cross-department collaboration.