Service Management Lead – Real-Time Ops & SLA Excellence

Peak6 Investments LLC

Dallas (TX)

Hybrid

USD 110,000 - 170,000

Full time

14 days+

A complete application in a minute

Tailored resume and cover letter, ready to send.

Get past ATS filters

Benefits offered by this job

Healthcare benefits
401k match
Parental leave
Hybrid work schedule

Job summary

Apex Fintech Solutions seeks a Service Manager to lead the Service Management Office, overseeing Analysts and delivering exceptional client service. You will drive real-time operations, SLA adherence, and proactive issue resolution while collaborating with Operations, Compliance, and Product teams.

You will coach and develop staff, monitor performance, and optimize workflows to improve efficiency and client experiences across multiple accounts.

Qualifications

  • Bachelor's degree in Business, Operations Management, or related field.
  • Series 7 and Series 24 required.
  • 5-7 years of experience in client service, operations management, or customer success, preferably in financial services, fintech, or SaaS.
  • 2-3 years of people management or team lead experience with demonstrated ability to manage daily operations.
  • Experience managing service queues, SLAs, and operational metrics in a fast-paced environment.

Responsibilities

  • Lead and manage daily service delivery for client relationships.
  • Monitor queues and ensure adherence to SLA targets and performance metrics.
  • Coordinate cross-functional escalations with Operations, Compliance, Billing, Product/Engineering.
  • Conduct performance reviews and coaching to drive capability and quality.
  • Develop SOPs, improve workflows, and drive process improvements.

Skills

Operational Leadership
Service Excellence
Analytical Skills
Communication Skills
Problem-Solving
Process Mindset
Coaching Ability
Attention to Detail
Multi-Tasking
Collaboration
Technology Proficiency
Urgency and Accountability

Education

Bachelor's degree in Business, Operations Management, or related field

Tools

Salesforce
Zendesk
Freshdesk

Job description

Apex Fintech Solutions seeks a Service Manager to lead the Service Management Office, overseeing Analysts and delivering exceptional client service. You will drive real-time operations, SLA adherence, and proactive issue resolution while collaborating with Operations, Compliance, and Product teams.

You will coach and develop staff, monitor performance, and optimize workflows to improve efficiency and client experiences across multiple accounts.

Get your free, confidential resume review.

or drag and drop your file here.

Similar jobs

Similar jobs worth comparing

Service Management Lead – Client Operations & Excellence
Service Management Lead – Client Operations & Excellence

PEAK6 • Dallas (TX)

On-site
USD 90,000 - 130,000
RIA Operations & Client Service Manager
RIA Operations & Client Service Manager

APEX Fintech Services • Dallas (TX)

On-site
USD 90,000 - 130,000
Manager, Service Management Organization
Manager, Service Management Organization

PEAK6 • Dallas (TX)

On-site
USD 90,000 - 130,000
RIA Ops Manager | Lead Client Service & Growth (Hybrid)
RIA Ops Manager | Lead Client Service & Growth (Hybrid)

PEAK6 • Dallas (TX)

Hybrid
USD 110,000 - 160,000
Health insurance
401(k) match
Paid time off (PTO)
+3
Client Success & Escalation Lead – Fintech Payments
Client Success & Escalation Lead – Fintech Payments

Early Warning • Scottsdale (AZ)

Hybrid
USD 84,000 - 105,000
Health insurance
401(k) match
Paid time off
+2
RIA Operations Leader | Hybrid & Growth Focus
RIA Operations Leader | Hybrid & Growth Focus

PEAK6 • Texas

Hybrid
USD 120,000 - 180,000
Healthcare benefits
401k match
Parental leave
+5
Manager, Service Management Organization
Manager, Service Management Organization

Peak6 Investments LLC • Dallas (TX)

Hybrid
USD 110,000 - 170,000
Healthcare benefits
401k match
Parental leave
+1
Client Service Lead - 24h SLA & Team Growth
Client Service Lead - 24h SLA & Team Growth

Kestra Holdings • Tempe (AZ)

On-site
USD 70,000 - 100,000
Competitive pay
401(k)
Health insurance
+2
VP of Operations & Automation for Fintech
VP of Operations & Automation for Fintech

PEAK6 • Dallas (TX)

Hybrid
USD 180,000 - 280,000
Healthcare benefits (medical, dental,
401k match
Parental leave
+2
Manager, RIA Operations
Manager, RIA Operations

APEX Fintech Services • Dallas (TX)

On-site
USD 90,000 - 130,000