Hybrid Service Management Analyst

Apex Fintech Solutions; Dallas (TX); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Healthcare benefits (medical, dental,

Job summary

Apex Fintech Solutions, based in Dallas, TX, is seeking a Service Management Analyst to strengthen relationships with brokerage firms, RIAs, and end investors while improving service delivery and automation of processes. You will oversee operations, manage staff, and ensure compliance with regulatory standards.

You will collaborate with multiple departments, resolve complex issues, and contribute to strategic initiatives, delivering world-class service and measurable client satisfaction in a

Qualifications

• Bachelor's degree in business, finance, or related field or equivalent work experience.
• 3+ years of experience in client services, relationship management, or similar role within financial services.
• FINRA Series 7 License required (or willingness to obtain within 90 days of hire).
• Strong interpersonal and collaboration skills; able to work across levels of the organization.
• Proficiency in Microsoft 365 and ability to manage multiple projects.

Responsibilities

• Serve as the primary point of contact for clients.
• Manage partner firm and end investor escalations, ensuring timely 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.
• Adhere to established procedures and security controls to safeguard customer information and assets.
• Maintain ownership of supervisory checklists, ensuring compliance and operational standards.
• Support business process improvement initiatives and ad hoc projects.

Skills

Client services

Relationship management

Analytical skills

Project management

Microsoft 365

Education

Bachelor's degree in business/finance

FINRA Series 7 License

Job description

Apex Fintech Solutions, based in Dallas, TX, is seeking a Service Management Analyst to strengthen relationships with brokerage firms, RIAs, and end investors while improving service delivery and automation of processes. You will oversee operations, manage staff, and ensure compliance with regulatory standards.

You will collaborate with multiple departments, resolve complex issues, and contribute to strategic initiatives, delivering world-class service and measurable client satisfaction in a