Senior Specialist, Client Operations – Investment Account Services

Apex Systems; Pennsylvania; On-site; USD 33,000 - 41,000; Full time

Benefits offered by this job

Health insurance

401K with match

HSA

EAP

Employee discounts

Job summary

Everforth Apex is seeking a Senior Specialist in Client Operations for Investment Account Services at its Berwyn, PA location. The role concentrates on serving as the primary client contact for operational and platform inquiries, coordinating servicing, and ensuring accurate execution of account activities.

You will work with Operations, Product, Technology, Client Service, and Relationship Management teams to meet client objectives and service levels while driving process improvements and

Qualifications

• Bachelor's degree or equivalent combination of education and experience.
• Experience in client operations, client service, account management, or related financial services.
• Familiarity with managed accounts, asset management, wealth management, or investment operations platforms.

Responsibilities

• Serve as a primary point of contact for clients, guiding on operational, servicing, and platform inquiries.
• Support account servicing, workflow management, and platform-related activities.
• Collaborate with Operations, Product, Technology, Client Service, and Relationship Management teams.
• Monitor client requests through completion, ensuring accuracy and timeliness.
• Investigate and resolve operational exceptions and non-routine client issues.

Skills

Client operations

Account management

Operational workflows

Relationship management

Problem solving

Communication skills

Attention to detail

Education

Bachelor's degree or equivalent

Tools

Managed account platforms

CRM systems

Job description

# Senior Specialist, Client Operations – Investment Account ServicesApply**Job#: 3056164****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.**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. *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.**Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy**Everforth Apex 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 a 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.**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.**UnitedHealthcare creates and publishes the Transparency in Coverage Machine-Readable Files on behalf of Everforth Apex Systems.***Employee Type:** Contract**Location:** Berwyn, PA, US**Job Type:****Date Posted:** October 16, 2026**Pay Range:** $24 - $30 per hour