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Apex Fintech Solutions · 15 hours ago

Service Management Analyst

Austin, TX

Full-time

Hybrid

Mid Level

3+ years exp

Apex Fintech Solutions (AFS) is a leader in digital wealth management, processing millions of transactions daily to enhance access to financial markets. They are looking for a Service Management Analyst to build strong client relationships, streamline service operations, and ensure high-quality service delivery. The role involves managing service staff, resolving customer issues, and collaborating with other departments to foster customer satisfaction and compliance.

Financial Services

H1B Sponsor Likely

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 SkillsAdaptability

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

Hybrid work schedule

Company

Apex Fintech Solutions

Apex Fintech Solutions provides the tools and services that enable hundreds of clients to launch, scale, and support digital investing for tens of millions of end investors.

Founded in 2012

Dallas, Texas, US

501-1000 employees

https://apexfintechsolutions.com

H1B Sponsorship

Apex Fintech Solutions has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (17)

2024 (14)

2023 (25)

2022 (13)