Client Onboarding Associate

PEAK6; New York (NY); Hybrid; USD 111,000 - 139,000; Full time

Benefits offered by this job

Health benefits

Paid time off

401k match

Parental leave

HSA match

Calm app subscription

Tuition reimbursement

Job summary

Apex Fintech Solutions is seeking a Lead Client Delivery Analyst in New York for a pivotal onboarding role. You’ll welcome new clients, coordinate onboarding, and ensure a smooth integration of services into client operations.

The role requires a Bachelor’s degree and 3+ years in client services or related fields, with strong communication, CRM, and project coordination skills. The position offers a hybrid work schedule and opportunities for professional growth.

Qualifications

• Bachelor’s degree in Business Administration, Communications, or related field.
• 3+ years of experience in client services, sales support, or a related field, preferably in a technology or services company.

Responsibilities

• Client Interaction: primary point of contact for all new clients during onboarding.
• Process Coordination: manage end-to-end onboarding including account setup, data migration, and training sessions.
• Training and Support: conduct client trainings and provide initial system support.
• Feedback Collection: gather and evaluate client feedback to refine onboarding.
• Documentation: maintain detailed records of client interactions and milestones.
• Cross-Functional Collaboration: work with sales, customer service, and technical teams.
• Compliance and Reporting: ensure onboarding activities comply with regulatory standards and provide management with reports.

Skills

Client relationship mgmt

Communication skills

Project coordination

CRM tools

Training onboarding

Education

Bachelor's degree in Business/Communications

Tools

CRM software

Microsoft Office

Job description

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. - grit, results, empathy, accountability, and teamwork - with Apex. We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created.

Here are just a few of the many awards we’ve recently received: Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn WealthTech of the Year 2025 - Presented by US FinTech Awards The World's Top 250 Fintech Companies 2024 - Presented by CNBC.

ABOUT THIS ROLE

The Lead Client Delivery Analyst plays a pivotal role in welcoming new clients and setting the foundation for their long-term satisfaction and success with our services. This position involves direct interaction with clients to ensure a seamless transition and integration of our services into their business operations. The Specialist is responsible for understanding client needs, coordinating the onboarding process, and ensuring clients are fully educated and comfortable with the features and functionalities of our services. This role suits a highly organized, detail-oriented individual with excellent communication skills and a dedication to exceptional client service.

Key Responsibilities

• Client Interaction: Serve as the primary point of contact for all new clients during the onboarding phase. Communicate regularly to gather necessary documentation, verify information, and address inquiries.
• Process Coordination: Manage the end-to-end onboarding process including account setup, data migration, and initial training sessions. Ensure all internal and external milestones are met on time.
• Training and Support: Conduct client training sessions to demonstrate product features and functionalities. Provide initial support to clients as they learn to navigate our systems.
• Feedback Collection: Obtain and evaluate client feedback to continuously refine and optimize the onboarding process.
• Documentation: Maintain detailed records of client interactions, completed steps, and areas of concern, ensuring compliance with company protocols.
• Cross-Functional Collaboration: Work closely with sales, customer service, and technical teams to ensure client needs are understood and met throughout the onboarding experience.
• Compliance and Reporting: Ensure all client onboarding activities comply with regulatory standards. Provide reports to management on onboarding outcomes and client satisfaction metrics.

Education and Experience

Bachelor’s degree in Business Administration, Communications, or related field. 3+ years of experience in client services, sales support, or a related field, preferably within a technology or services company.

Preferred Qualifications

• Proven ability to manage projects with tight timelines effectively.
• Familiarity with the specific industry or markets the company serves.
• Certification in Customer Service Management, Project Management Professional (PMP), or related fields is advantageous.

Knowledge, Skills, and Abilities

• Communication Skills: Excellent verbal and written communication skills.
• Technology Proficiency: Comfort with customer relationship management (CRM) tools and Microsoft Office Suite.
• Problem-Solving: Strong problem-solving skills with a focus on swift and effective resolutions.
• Detail-Oriented: A keen eye for detail and a meticulous approach to handling client data and documentation.
• Adaptability: Ability to adapt to new technologies and quickly change directions when client needs evolve.
• Interpersonal Skills: Exceptional interpersonal skills with an ability to engage effectively with various personality types and client backgrounds.

#sales #full-time #associate #LI-SD1 #APEX

Our Rewards

• healthcare benefits (medical, dental and vision, EAP)
• competitive PTO
• 401k match
• parental leave
• HSA contribution match
• paid subscription to the Calm app
• generous external learning and tuition reimbursement benefits

At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Salary Range

$110,880-$138,600 The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.

EEO Statement

Apex Fintech Solutions is 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

Apex Fintech Solutions is 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. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure you full participation in our hiring process.

At Apex, we aim to enable frictionless investing for everyone. Help us in our mission to democratize finance.

At Apex, we stand for efficiency and transparency. In every office, you'll find passionate, committed, dedicated teams driven to find smart solutions to solve our clients’ toughest challenges.

We are passionate about our employees, providing the benefits and perks that elevate you, reward you, and help you give back. We provide great flexibility, a collaborative, open work space, and real potential to grow with the firm.