Senior Client Support & Operations Analyst

PEAK6; Austin (TX); Hybrid; USD 55,000 - 90,000; Full time

Benefits offered by this job

Healthcare benefits

Competitive PTO

401k match

Parental leave

HSA contribution match

Calm app subscription

Tuition reimbursement

Job summary

Apex Fintech Solutions seeks a Senior Customer Support Specialist to ensure efficient delivery of services and support across internal and external stakeholders. You will analyze workflows, implement improvements, and contribute to client satisfaction while bridging operations with actionable solutions.

Ideal candidates hold a Finance/Business degree, 1 year in financial services, and a FINRA Series 7 license (within 120 days).

Qualifications

• Bachelor’s degree in Finance, Business Administration, or related field.
• 1 year of experience in the financial services industry, particularly in a client-facing role.
• FINRA Series 7 license preferred or able to obtain within 120 days of hire.

Responsibilities

• Day-to-Day Processing and Operational Support: Challenge and improve existing processes and systems to enhance service delivery, reduce inefficiencies, and automate manual procedures.
• Data Analysis and Reporting: Collect, analyze, and interpret operational data to generate insights into client satisfaction and operational efficiencies. Prepare reports for internal stakeholders that highlight trends, performance benchmarks, and areas for improvement.
• Strategic Contributions: Engage actively in strategic initiatives and cross-company projects that influence the firm’s service offerings and client satisfaction. Escalate critical matters to leadership when required.
• Communication and Support: Provide responsive and insightful support to clients via telephone and electronic communications. Address and resolve client issues efficiently, maintaining high standards of professionalism.
• Team Collaboration: Work closely with team members and other departments to ensure timely and accurate resolution of processing-related challenges.

Skills

Financial markets knowledge

Analytical skills

Client relationship management

Microsoft Excel & Office

AI awareness

Education

Bachelor’s Degree in Finance, Business Administration, or related field

Tools

Microsoft Word

Excel

Outlook

AI tools

Job description

Apex Fintech Solutions seeks a Senior Customer Support Specialist to ensure efficient delivery of services and support across internal and external stakeholders. You will analyze workflows, implement improvements, and contribute to client satisfaction while bridging operations with actionable solutions.

Ideal candidates hold a Finance/Business degree, 1 year in financial services, and a FINRA Series 7 license (within 120 days).