Client Service Specialist- Financial Services

Apex Systems; Berwyn (PA); On-site; USD 52,000 - 68,000; Full time

Benefits offered by this job

401K program

Employee stock purchase program (ESPP)

Health Savings Account (HSA)

Employee Assistance Program (EAP)

Corporate discounts

Certification discounts

Job summary

Everforth Apex in the United States is seeking a Client Service Specialist in Financial Services to resolve day-to-day client inquiries, support operational questions, and direct requests to the right resources.

The role emphasizes problem-solving, high-quality service to a specialized client base, and collaboration with internal teams to improve the client experience.

Bachelor’s degree or equivalent is required; 1–3 years of total work experience and prior client services exposure are preferred.

Qualifications

• Bachelor’s degree or equivalent combination of education and experience is required
• 1–3 years of total work experience preferred
• Experience in an operational area and/or client services preferred

Responsibilities

• Work with external clients to resolve day-to-day issues and direct them to appropriate resources
• Support clients with operational and technical questions or issues and ensure requests are executed
• Use problem-solving and communication skills to deliver high-quality service to a specialized client base
• Monitor client inquiries, elevate complex issues, and track client needs to support business development efforts
• Participate in internal activities and initiatives designed to improve the client experience

Education

Bachelor’s degree or equivalent combination of education and experience

Job description

Job Description

• Work with external clients to resolve day-to-day issues and direct them to appropriate resources
• Support clients with operational and technical questions or issues and ensure requests are executed
• Use problem-solving and communication skills to deliver high-quality service to a specialized client base
• Monitor client inquiries, elevate complex issues, and track client needs to support business development efforts
• Participate in internal activities and initiatives designed to improve the client experience

Job#: 3054338

Client Service Specialist - Financial Services

Qualifications

• Bachelor’s degree or equivalent combination of education and experience is required
• 1–3 years of total work experience preferred
• Experience in an operational area and/or client services preferred

Company Overview

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.

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 an 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.

Equal Opportunity Employer

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.

Accommodation for Disclosed Conditions

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 [email protected] 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.

Transparency Statement

UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.

Company Address

© 2026 Everforth, Inc. All rights reserved.

Everforth Apex Systems is part of the Commercial Segment of Everforth, Inc.

NYSE: EFOR

4400 Cox Road

Suite 200

Glen Allen, Virginia 23060