Apex Fintech Solutions
Fintech
ServiceManagementAnalyst
“Service Management Analyst at Apex Fintech Solutions. Skills: Client services, Relationship management, Service delivery. Serve as primary point of contact for clients. Manage partner firm and end investor escalations”
What You'll Achieve.
Enhancing relationships; Building customer loyalty; Ensuring high-quality, efficient service delivery; Ensuring customer satisfaction; Align service operations with business objectives; Foster long-term client relationships
Industry & Context.
Advanced analytical skills; Problem-solving skills
What They're Looking For.
Must Have
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)
What You'll Do.
Serve as primary point of contact for clients
Manage partner firm and end investor escalations
Support inquiries related to Operations
Create and maintain system documentation
Adhere to established procedures and security controls
Maintain ownership of key supervisory checklists
Support business process improvement initiatives
How You'll Work.
Team & Collaboration
Collaborate with internal teams to address customer queries; Collaborate with people at all levels of the organization; Work collaboratively in a complex organization
Process & Methodology
Project management skills, Organizational skills, Handle multiple projects
Applying for this Service Management Analyst role?
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