Senior Specialist, Financial Services Quality Control (Client Processing)

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K with company match

ESPP

Job summary

Everforth Apex Systems is seeking a Senior Specialist in Berwyn, PA to support SMA/UMA program processing and account administration. You will monitor activity, reconcile data, and ensure accurate reporting for investment managers and sponsor relationships.

The role requires a Bachelor's degree and experience in investment operations or related financial services. Strong analytical skills and cross-team collaboration are essential in this fast-paced environment.

Qualifications

• Experience in investment operations, client processing, asset servicing, managed accounts, or related financial services environment.
• Strong analytical, organizational, and problem-solving skills with attention to detail.
• Ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environment.

Responsibilities

• Support the administration and processing of SMA and UMA programs across the platform.
• Monitor and process account activity to ensure accurate transactions and deliverables within SLAs.
• Validate, reconcile, and manage model/data information for investment managers and sponsors.
• Coordinate with Operations, Client Service, Relationship Management, Technology, and external partners to support client needs.

Skills

Investment operations

Client processing

Data reconciliation

Analytical skills

Communication

Collaboration

Education

Bachelor's degree

Tools

Microsoft Office

Job description

# Senior Specialist, Financial Services Quality Control (Client Processing)Apply**Job#: 3056161****Job Description:****Senior Specialist, Financial Services Quality Control (Client Processing)**Supports the day-to-day administration of managed account solutions by coordinating account activity, maintaining critical account and portfolio data, and ensuring investment operations are executed accurately and efficiently. This role is responsible for supporting the processing, reconciliation, maintenance, and servicing of separately managed account (SMA) and unified managed account (UMA) programs. Working closely with Operations, Client Service, Relationship Management, Technology, sponsors, and investment managers, the Senior Specialist helps ensure the delivery of high-quality service, data integrity, and effective operational support across the managed account platform.**Key Responsibilities*** Support the administration and processing of SMA and UMA programs across the managed account platform.* Monitor and process account activity, ensuring transactions, account maintenance requests, and client deliverables are completed accurately and within service level expectations.* Validate, maintain, and reconcile account, portfolio, and model data to support investment management and operational processes.* Manage the delivery and administration of model information, reporting, and supporting data for investment managers and sponsor relationships.* Perform operational reconciliations, investigate discrepancies, and resolve exceptions in a timely manner.* Review client, account, and portfolio information to ensure accuracy, completeness, and adherence to operational controls and procedures.* Coordinate with Operations, Client Service, Relationship Management, Technology, and external partners to support client needs and operational activities.* Support account onboarding, maintenance, and ongoing servicing requirements for managed account programs.* Utilize operational systems and workflow tools to process, track, and monitor account activity.* Maintain compliance with established policies, procedures, regulatory requirements, and risk management standards.**Qualifications*** Bachelor's degree or an equivalent combination of education and experience.* Experience in investment operations, client processing, asset servicing, managed accounts, or a related financial services environment.* Knowledge of account administration, reconciliations, exception management, and operational processing activities.* Familiarity with SMA, UMA, managed account platforms, model management, or related wealth and asset management environments.* Experience working with investment operations systems, workflow tools, and Microsoft Office applications.* Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.* Ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environment.* Strong communication and collaboration skills with the ability to work effectively across business and technology teams.* Demonstrated commitment to client service, operational excellence, 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