VP, Client Services Operations - Conventional Trust

Apex Systems; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 69,000 - 111,000; Full time

Job summary

Everforth Apex Systems in Pittsburgh, PA, seeks a Vice President, Client Services Operations-Conventional Trust to lead client service operations, ensure accurate, timely processing and resolve issues across cash, securities, and commercial paper workflows.

You will manage client relationships, oversee onboarding, document procedures, and coordinate with Operations, Risk/Compliance, Technology to implement remediation plans while adhering to SOPs and control frameworks.

Qualifications

• Bachelor’s degree in business, Finance, or a related field.
• Advanced degree or professional certification preferred.
• Demonstrated ability to manage client relationships with internal and external stakeholders.

Responsibilities

• Lead client service operations and manage client relationships across accounts.
• Monitor, investigate, and resolve exceptions and inquiries in cash, securities, and commercial paper workflows.
• Collaborate with Operations, Client Service, Risk/Compliance, and Technology to implement remediation plans.

Skills

Client service

Stakeholder management

Attention to detail

Timeline management

Education

Bachelor’s degree in business/finance or related field

Advanced degree or professional certification preferred

Tools

SWIFT messaging

Fedwire

DTCC/NSCC

Job description

Everforth Apex Systems in Pittsburgh, PA, seeks a Vice President, Client Services Operations-Conventional Trust to lead client service operations, ensure accurate, timely processing and resolve issues across cash, securities, and commercial paper workflows.

You will manage client relationships, oversee onboarding, document procedures, and coordinate with Operations, Risk/Compliance, Technology to implement remediation plans while adhering to SOPs and control frameworks.