Client Operations Specialist – Financial Services

Apex Systems; Florida; On-site; USD 28,000 - 36,000; Full time

Job summary

Apex Systems is seeking a Client Operations Specialist - Financial Services in Lake Mary, FL. This contract role supports high-volume end-investor inquiries across account types, handling phone and email interactions and ensuring accurate data processing.

Ideal candidates have an associate degree or higher, strong attention to detail, and the ability to multitask while delivering excellent client service. Proficiency with Microsoft Office and a willingness to work extended hours are preferred.

Qualifications

• Associate’s degree or higher.
• Strong client focus.
• Attention to detail.
• Critical thinking related to risk.
• Proficiency with Microsoft Office applications.
• Ability to work collaboratively in a team environment.
• Ability to learn quickly and self-teach while growing in the role.
• Strong PC skills, including typing and navigating screens.
• Flexibility to work longer hours when needed.

Responsibilities

• Complete high-volume tasks in a fast-paced, collaborative environment.
• Interact with clients via phone and email to support processes and systems related to the job function.
• Support end-investor inquiries across various account types.
• Work on end-investor mailings, including historical statements and tax documents.
• Complete data entry and pull voicemails.
• Assist and train other members of the team.
• Build client relationships and a network of peers.

Skills

Multitasking

Client focus

Attention to detail

Critical thinking

MS Office proficiency

Team collaboration

Quick learner

Strong work ethic

Education

Associate degree or higher

Tools

MS Office

Job description

Apex Systems is seeking a Client Operations Specialist - Financial Services in Lake Mary, FL. This contract role supports high-volume end-investor inquiries across account types, handling phone and email interactions and ensuring accurate data processing.

Ideal candidates have an associate degree or higher, strong attention to detail, and the ability to multitask while delivering excellent client service. Proficiency with Microsoft Office and a willingness to work extended hours are preferred.