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

# Client Operations Specialist-Financial ServicesApply**Job#: 3055993****Job Description:****Client Operations Specialist - Financial Services**This role supports end-investor inquiries across various account types in a fast-paced environment. You will gain general knowledge of the financial-services industry and subject-matter expertise in asset-movement-related processes while interacting directly with clients and other departments within the organization.**Responsibilities*** Complete high-volume tasks in a fast-paced, collaborative environment.* Interact directly with clients via phone and email to provide support on 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**Required Qualifications*** Associate’s degree or higher.* Ability to multitask.* Strong client focus.* Attention to detail.* Critical thinking as it relates to decision-making pertaining to risk.* Proficiency with Microsoft Office applications.* Ability to work collaboratively in a team environment, solve problems, and provide excellent client service.* Ability to learn quickly and self-teach while growing in the role.* Strong PC skills, including typing, shortcuts, and navigating screens.* Strong work ethic and flexibility to work longer hours when needed.**Preferred Qualifications*** Experience in operations.* Experience in financial services.* Bilingual, preferably Spanish. *Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.**Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy**Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account 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. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our ‘Welcome Packet’ as well, which an Everforth Apex team member can provide.**Everforth Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.**If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [e-mail] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.***Employee Type:** Contract**Location:** Lake Mary, FL, US**Job Type:****Date Posted:** October 15, 2026**Pay Range:** $20 - $26 per hour