Vice President, Client Services Operations

Apex Systems; Houston (TX); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

ESPP

401(k)

HSA

EAP

Discounts program

Job summary

Everforth Apex Systems in the United States seeks a Vice President, Client Services Operations to lead and elevate client operations, ensuring accurate, timely processing and superior client outcomes.

The role focuses on day-to-day execution, exception management, onboarding support, and collaboration across Operations, Risk/Compliance, and Client Service to drive continuous improvement.

Qualifications

• Bachelor’s degree in Business, Finance, or related field.
• Typically 7–12 years of relevant experience.

Responsibilities

• Handle client relationships and manage service requests with proactive follow-up for internal and external stakeholders.
• Monitor, investigate, and resolve exceptions across cash, securities, and commercial paper workflows.
• Collaborate with Operations, Client Service, and Risk/Compliance to resolve issues and implement remediation plans.
• Support new client onboarding, account setup, and settlement instruction validation.
• Prepare and maintain procedural docs, metrics, and reporting; drive continuous improvement.
• Ensure adherence to risk, compliance, and SOPs with opportunities for process optimization.

Skills

Excellent communication

Client service

Detail-oriented

Deadline-driven

Risk awareness

Education

Bachelor’s degree in Business/Finance

Job description

Job Description

Vice President, Client Services Operations

Job# 3047846

Role Overview

The Vice President, Client Service Operations is a pivotal role, focusing on leading and enhancing client operations. The ideal candidate excels in client services, operates effectively under tight timelines, and demonstrates rigorous attention to detail. This role supports day-to-day operational execution, exception management, and client issue resolution to ensure accurate, timely processing, and outstanding client outcomes.

Key Responsibilities

• Handling client relationships and managing client’s accounts, and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients.
• Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows; elevate issues appropriately.
• Collaborate with cross-functional teams such as Operations, Client Service, and Risk/Compliance to resolve complex issues and implement remediation plans.
• Support new client onboarding, account setup, and validation of settlement instructions where applicable.
• Prepare and maintain procedural documentation, metrics, and reporting; contribute to continuous improvement initiatives.
• Ensure adherence to operational risk, compliance, and control frameworks; follow established SOPs while identifying opportunities for process improvement.

Required Qualifications

Education: Bachelor’s degree in Business, Finance, or a related field.

Experience: Typically, 7-12 years of relevant experience.

Skills

• Excellent communication and interpersonal skills to collaborate effectively with stakeholders.
• Proven client service experience across internal stakeholders and external institutional clients.
• Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability.
• Exceptional attention to detail with a strong control mindset and familiarity with audit and risk requirements.
• Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes.

Preferred Qualifications

• Advanced degree or professional certification.
• Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties).

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 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 [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 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 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.