Apex Fintech Solutions
Fintech
ServiceManagementAnalyst
Neural analysis suggests this role is
optimal for Mid candidates.
“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
Full Job Description
**WHO WE ARE** Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers. At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: **Best Places to Work** 2026, 2025, 2024, 2023 - Presented by BuiltIn **WealthTech of the Year** 2025 - Presented by US FinTech Awards **The World’s Top 250 Fintech Companies** 2024 - Presented by CNBC **ABOUT THIS ROLE** Be part of a fast-paced team focused on enhancing relationships and building customer loyalty. Apex Fintech Solutions' Client Experience team is seeking a **Service Management 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
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