Professional - Client Operations I Analyst I

Apex Systems; Pittsburgh (Allegheny County); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

Other insurance plans

Employee Stock Purchase Program (ESPP)

401K program with company match after

Health Savings Account (HSA) on the HD

On-demand training program

Certification prep access

Job summary

Everforth Apex Systems is seeking a Lead Analyst, Markets Client Onboarding / Securities Finance to join the team in providing premier onboarding and maintenance of client securities lending accounts. You will interface with Trading, Core Operations, Transition Management, Sales, Technology, and Legal to ensure seamless client experience.

The role requires 3-5+ years in securities or financial services, with a strong emphasis on client onboarding and operations.

Qualifications

• Bachelor’s degree or the equivalent combination of education and experience is required.
• 3-5+ years of total work experience preferred.
• Experience in securities, financial services, or client-facing or project management roles preferred.
• Client onboarding, financial services, and operations experience preferred.

Responsibilities

• Work with the business to onboard and create new securities finance client accounts on the Sec Lending platform Global One and link to the clients custody platform
• Manage and maintain client account attributes to enable day-to-day client transaction requirements, including but not limited to, enabling and restricting securities and collateral, increasing and decreasing credit exposure limits and buffers
• Manage daily and weekly reconciliation, control and exception reports, ensuring all controls are processed timely and any exceptions addressed with urgency
• Assist in implementing control practices to minimize manual error and oversight
• Ensure that client and internal stakeholder requests are responded to in a timely fashion and in a thorough manner
• Assist in the offboarding of clients and termination client contracts

Skills

Client onboarding

Project management

Securities knowledge

Financial services experience

Education

Bachelor's degree or equivalent

Job description

Job Description:

Job#: 3055221

Lead Analyst, Markets Client Onboarding / Securities Finance

The Markets Securities Finance Onboarding team is responsible for opening and maintaining our clients securities lending accounts. The work we do directly impacts how our clients transact through proprietary sec lending products and programs. The team partners closely with internal stakeholders including Trading, Core Operations, Transition Management, Sales, Technology, and Legal.

Responsibilities:

• Work with the business to onboard and create new securities finance client accounts on the Sec Lending platform Global One and link to the clients custody platform
• Manage and maintain client account attributes to enable day-to-day client transaction requirements, including but not limited to, enabling and restricting securities and collateral, increasing and decreasing credit exposure limits and buffers
• Manage daily and weekly reconciliation, control and exception reports, ensuring all controls are processed timely and any exceptions addressed with urgency
• Assist in implementing control practices to minimize manual error and oversight
• Ensure that client and internal stakeholder requests are responded to in a timely fashion and in a thorough manner
• Assist in the offboarding of clients and termination client contracts

Qualifications:

• Bachelor’s degree or the equivalent combination of education and experience is required
• 3-5+ years of total work experience preferred
• Experience in securities, financial services, or client-facing or project management roles preferred
• Client onboarding, financial services, and operations experience preferred

Everforth Apex Benefits Overview:

• Medical benefits
• Dental benefits
• Vision benefits
• Life insurance
• Disability insurance
• Other insurance plans
• Employee Stock Purchase Program (ESPP)
• 401K program with company match after 12 months of tenure
• Health Savings Account (HSA) on the HDHP plan
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions
• Corporate discount savings program and other discounts
• On-demand training program
• Certification prep access
• Library of technical and leadership courses/books/seminars after 6+ months of tenure
• Certification discounts and perks to associations including CompTIA and IIBA
• Dedicated customer service team for Consultants for benefits support
• Certified Career Coach
• Full list of benefits, programs, support teams and resources within 'Welcome Packet'

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.

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© 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