Service Management Analyst jobs in United States
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We Insure ยท 10 hours ago

Service Management Analyst

positionAustin, TX
timeFull-time
remoteHybrid
seniorityMid Level
date3+ years exp

Apex Fintech Solutions is a leader in digital wealth management, processing millions of transactions daily. The Service Management Analyst will enhance client relationships and ensure high-quality service delivery while managing service operations and compliance.

Insurance

Responsibilities

Serve as the primary point of contact for clients
Manage partner firm and end investor escalations, ensuring timely and effective resolution
Support inquiries related to Operations, collaborating with internal teams to address customer queries and resolve issues
Create and maintain system documentation to ensure clarity and consistency in processes
Strictly adhere to established procedures and security controls to safeguard customer information and assets
Maintain ownership of key supervisory checklists, ensuring adherence to compliance requirements and operational standards
Support business process improvement initiatives and ad hoc projects

Qualification

FINRA Series 7 LicenseClient services experienceAdvanced analytical skillsMicrosoft 365 proficiencyProject management skillsInterpersonal skillsProblem-solving skillsOrganizational skillsAdaptabilityCollaboration skills

Required

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)
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 work both 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
Proficiency in Microsoft 365

Benefits

Healthcare benefits (medical, dental and vision, EAP)
Competitive PTO
401k match
Parental leave
HSA contribution match
Paid subscription to the Calm app
Generous external learning and tuition reimbursement benefits

Company

We Insure

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We Insure is passionate at being the very best independent agency solution.
dateFounded in 2009
location
Jacksonville, Florida, USA
people-size201-500 employees
web-link
https://weinsuregroup.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Michael Weinberg
Managing Partner
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Company data provided by crunchbase