Mgr, Client Services

Apex Fintech Solutions • Austin, TX

7d • Hybrid

About The Position

The Client Services Manager plays a pivotal role in leading a fast-paced and dynamic team to deliver world-class customer experience, build client loyalty, and establish trust-based relationships. This individual will be tasked with challenging the status quo, driving process optimization, and fostering innovation to resolve complex client needs while ensuring seamless service delivery to Brokerage firms, Registered Investment Advisors, and End Investors. The Client Services Manager will align their expertise to support the firm’s strategic goals, enhance operational efficiency, and uphold high customer service standards. By connecting solutions to broader business objectives, the Client Services Manager will amplify Apex Fintech Solutions' reputation as a market-leading provider in the financial services sector.

Requirements

• Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience.
• FINRA Series 7 and Series 24 licenses required (or willingness to obtain).
• 5+ years of experience in client services, relationship management, or a comparable role within the financial services industry.
• Proven track record of resolving escalated client concerns and delivering high-touch service in a fast-paced environment.
• Must be a self-starter: flexible, innovative, and highly adaptable to changing demands.
• Strong interpersonal and communication skills, capable of collaborating across all organizational levels.
• Superior analytical abilities with advanced problem-solving capacity.
• Excellent project management and organizational skills to handle multiple priorities simultaneously.
• Proficiency with Microsoft Office 365 Suite.

Responsibilities

• Serve as the primary point of contact for clients, developing strong trust-based partnerships.
• Manage escalations for partner firms and end investors, ensuring timely and effective solutions are delivered.
• Support inquiries related to Brokerage Operations by collaborating with internal teams to resolve client issues.
• Ensure strict adherence to established procedures and security protocols to safeguard customer information and assets.
• Drive improvement initiatives by streamlining manual processes while participating in cross-functional projects.
• Maintain ownership of key supervisory processes, ensuring compliance and operational standards are consistently met.
• Create and maintain system documentation to enhance clarity in workflows and operational consistency.
• Contribute to cross-company initiatives by sharing insights and improving alignment between teams.

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 for most roles that allows employees to have the flexibility of working from home and one of our primary offices

What This Job Offers

• Job Type: Full-time
• Career Level: Manager