Service Management Analyst

Sorry, this job was removed at 09:26 p.m. (CST) on Tuesday, Oct 08, 2024
Be an Early Applicant
Austin, TX
Hybrid
1-3 Years Experience
Fintech • Software • Financial Services
Apex Fintech Solutions aims to enable frictionless investing for everyone.
The Role

WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:

  • 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
  • 2021 Most Innovative Companies - presented by Fast Company
  • 2021 Best API & Best Trading Technology - presented by Global Fintech Awards


ABOUT THIS ROLE
Apex is seeking a Service Management Organization Analyst who is empowered to build strong, trust-based relationships with our clients, challenge the status quo, create innovative solutions to traditional problems, help us streamline and automate manual processes, and to be a change-agent for the firm. Learn the financial industry while providing high-quality services to Brokerage firms, Registered Investment Advisors, and End Investors.
You will be providing world-class customer service to registered investment advisory firms, and certain end investors. You will be taught a broad range of transferable product, technology, and systems skills, which will enable you to think critically about how we can improve our suite of offerings. You will provide outstanding service through telephone and electronic interactions. You will also make a meaningful impact through your inclusion in strategic initiatives and cross-company projects. You will support service questions, operational inquiries, and internal team members
Responsibilities:

  • Assisting Register Independent Advisor (RIA) firms via both electronic and telephone channels
  • Managing partner firm and end investor escalations
  • Create and maintain system documentation
  • Assist team members with escalations
  • Maintain a high performing service model
  • Support inquiries related to Operations
  • Supervisory Daily/Monthly Checklists: Ownership of several Supervisory Checklists
  • Strict adherence to established procedures and security controls


Requirements:

  • 3+ Years of Relevant Experience
  • Series 7 & 24 licenses
  • Bachelor's Degree or equivalent experience
  • Computer proficiency with Microsoft 365 suite including Word, Excel, and PowerPoint
  • Must be a self-starter, flexible, innovative, and adaptive
  • Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
  • Ability to both work collaboratively and independently; ability to navigate a complex organization
  • Advanced analytical skills
  • Excellent project management and organizational skills and capability to handle multiple projects at one time


​ Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
We're looking for all kinds of people.
At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.

What the Team is Saying

Niall
Colleen
The Company
HQ: Dallas, TX
850 Employees
Hybrid Workplace
Year Founded: 2012

What We Do

Apex is a market-leading, technologically independent software company that provides safe, frictionless digital execution, clearing, and storage for the global universe of investable assets. What drives us is creating independence that produces ownership of the data that is used to build community, increase financial literacy, and eliminate barriers to economic opportunities for the next generation of digital wealth creation.

To do this, our team members live above just doing a job and are those who are building careers. We don’t merely complete tasks at Apex; we have a purpose to be realized. Our colleagues champion why we do what we do.

We each strive to change the world and widen our impact with the breadth and depth of our client base and end investors.

Why Work With Us

We are bold enough to do what needs to be done. Savvy enough to know what that is. Kind and candid enough to tell it like it is every step of the way. We are compelling in our own right but devoted to joint success. We watch our backs. We scout the way ahead. We put ourselves, our team, and our clients in a position to soar.

Gallery

Gallery
Gallery
Gallery
Gallery

Apex Fintech Solutions Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: 3 days a week
HQDallas, TX
Austin, TX
Belfast, GB
Chicago, IL
Manila, PH
New York, NY
Portland, OR
Learn more

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account