Apex Fintech Solutions · 6 hours ago
Service Management Analyst
Austin, TX
Full-time
Hybrid
Mid Level
3+ years expApex Fintech Solutions is a company focused on innovation in digital wealth management. The Service Management Analyst will enhance client relationships and ensure high-quality service delivery by managing operations, resolving issues, and collaborating with internal teams.
Financial Services
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
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.
501-1000 employees
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)
Funding
Current Stage
Late StageLeadership Team
Andrew Lientz (he/him)
Chief Technology Officer
Frank Tiemann
CTO
Recent News
Dallas Innovates
2024-04-14
Company data provided by crunchbase