Service Management Analyst
Hybrid · Austin, Texas, United States or Dallas, Texas, United States
Job Summary
Service Management Analyst on Apex Fintech Solutions’ Client Experience team. Responsible for overseeing service operations, managing partner firm and end investor inquiries and escalations, providing high-quality client service to brokerage firms, registered investment advisors, and end investors, and driving process improvements. Role emphasizes building trust-based client relationships, ensuring regulatory compliance, creating and maintaining system documentation, adhering to procedures and security controls, and supporting strategic initiatives and cross-company projects. Requires a Bachelor’s degree in business/finance or related field and at least 3+ years in client services or relationship management within financial services; FINRA Series 7 license required (or to be obtained within 90 days). The role supports a hybrid work schedule with offices in Dallas, TX and Austin, TX.
Required Qualifications
- Bachelor's degree in business, finance, or a related field or equivalent work experience
- 3+ years of experience in client services, relationship management, or a similar role within the financial services industry
- FINRA Series 7 License required (or willingness to obtain within 90 days of hire)
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