Senior Specialist, Client Operations – Investment Account Services

Apex Systems; Berwyn (PA); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Disability insurance

ESPP

401K with company match

HSA

Employee Assistance Program

Corporate discounts

Training programs

Certification prep

Access to cert prep and leadership/edu

Job summary

Everforth Apex Systems seeks a Senior Specialist in Client Operations for Investment Account Services. You will be the primary contact for clients, coordinating responses across operations, product, technology, and relationship management teams.

You will support servicing workflows, model implementations, and platform activities while ensuring timely resolution of complex issues and maintaining strong client relationships.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience in client operations, client service, account management, investment operations, or related financial services.
• Experience supporting managed accounts, asset/investment operations platforms.
• Knowledge of managed account programs, workflows, servicing processes.
• Able to manage complex client, operational, and platform issues.
• Familiar with technology-enabled platforms and client servicing tools.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Ability to manage multiple priorities in a fast-paced, client-focused environment.
• Strong verbal and written communication for cross-team collaboration.
• Commitment to client service, operational excellence, risk management, and continuous improvement.

Responsibilities

• Serve as primary contact for clients on operational, servicing, and platform inquiries.
• Support account servicing, model implementation, workflow management and platform activities.
• Resolve complex client and operational issues with internal partners.
• Coordinate with Operations, Product, Technology, Client Service, and Relationship Management.
• Monitor requests and activities to ensure accuracy and timeliness.
• Investigate operational exceptions and escalations with sound judgment.
• Provide subject-matter expertise on products, services, and workflows.
• Analyze servicing trends to identify process improvements.
• Support client onboarding, platform enhancements, and process changes.
• Maintain procedures and best practices for a controlled environment.

Skills

Client operations

Investment operations

Relationship management

Problem-solving

Analytical skills

Communication skills

Multi-tasking

Team collaboration

Continuous improvement

Risk management

Education

Bachelor's degree or equivalent

Tools

Workflow tools

Client servicing systems

Job description

Job Description

Senior Specialist, Client Operations-Investment Account Services

Serves as a primary point of contact for clients utilizing managed account platform and related services. This role supports the delivery of operational and servicing solutions by coordinating client requests, resolving complex operational and platform‑related issues, and ensuring the accurate execution of account servicing activities. Working closely with Operations, Product, Technology, Client Service, and Relationship Management teams, the Senior Specialist helps maintain strong client relationships and supports effective service delivery across the managed account platform.

Job#: 3056164

Key Responsibilities

• Serve as a primary point of contact for clients, providing support and guidance on operational, servicing, and platform‑related inquiries.
• Support account servicing, model implementation, workflow management, operational processing, and related managed account platform activities.
• Manage and resolve complex client, operational, and technical issues by partnering with internal teams to ensure timely and effective resolution.
• Coordinate with Operations, Product, Technology, Client Service, and Relationship Management teams to support client objectives and servicing needs.
• Monitor client requests and operational activities through completion, ensuring accuracy, timeliness, and adherence to service level expectations.
• Investigate and resolve operational exceptions, escalations, and non‑routine client issues while exercising sound judgment and problem‑solving skills.
• Provide subject‑matter expertise on products, services, operational processes, and managed account workflows.
• Analyze servicing trends and recurring issues to identify opportunities for process improvements and operational efficiencies.
• Support client onboarding, platform enhancements, operational initiatives, and process changes impacting service delivery.
• Maintain procedures, documentation, and best practices to support a consistent and controlled operating environment.
• Build and maintain strong client relationships through proactive communication, responsiveness, and ongoing support.
• Share knowledge and provide guidance to less experienced team members while contributing to a collaborative team environment.

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience in client operations, client service, account management, investment operations, or a related financial services environment.
• Experience supporting managed accounts, asset management, wealth management, or investment operations platforms.
• Knowledge of managed account programs, operational workflows, account servicing processes, and relationship management practices.
• Demonstrated ability to manage and resolve complex client, operational, and platform‑related issues.
• Familiarity with technology‑enabled platforms, workflow tools, and client servicing systems.
• Strong analytical, organizational, and problem‑solving skills with exceptional attention to detail.
• Ability to manage multiple priorities and deliver results in a fast‑paced, client‑focused environment.
• Strong verbal and written communication skills with the ability to collaborate effectively across business and technology teams.
• Demonstrated commitment to client service, operational excellence, risk management, and continuous improvement.

Benefits Overview

• Everforth Apex offers medical benefits.
• Everforth Apex offers dental benefits.
• Everforth Apex offers vision benefits.
• Everforth Apex offers life insurance.
• Everforth Apex offers disability insurance.
• Everforth Apex offers other insurance plans that offer an optional layer of financial protection.
• Everforth Apex offers an ESPP (employee stock purchase program).
• Everforth Apex offers a 401K program that allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure.
• Everforth Apex offers an HSA (Health Savings Account on the HDHP plan).
• Everforth Apex offers a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Everforth Apex offers a corporate discount savings program and other discounts.
• Everforth Apex offers an on‑demand training program.
• Everforth Apex offers access to certification prep.
• Everforth Apex offers a library of technical and leadership courses/books/seminars once you have 6+ months of tenure.
• Everforth Apex offers 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.
• Everforth Apex has 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 [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.

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

© 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

Everforth Apex 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 have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. (Do not submit resumes or solicit consultants to this email address). UnitedHealthcare creates and publishes the Transparency in Coverage Machine‑Readable Files on behalf of Everforth Apex.