Sr Account Manager

APEX Fintech Services • Austin, TX

9d • Hybrid

About The Position

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.
Apex is seeking a resourceful and client-focused Account Manager to join our team. The primary goal of this role is to enhance our clients' experience by providing fast, reliable solutions to their growth opportunities and complex questions, going above and beyond to ensure their success. We are seeking someone with custody and clearing domain knowledge and a strong drive to exceed expectations.
This role is for someone who thrives on making a difference in clients’ lives while continuously learning and growing in their career. By joining our team, you’ll play a critical role in enhancing the client experience and driving our organization’s success. If you're energized by solving complex issues, delivering superior customer service, and ensuring client satisfaction, we’d love to meet you!

Requirements

• Client Focused: A strong customer service orientation and a passion for helping clients succeed. You find personal gratification in solving problems and making others’ lives easier.
• Excellent communication: The ability to clearly communicate complex issues to clients and internal partners both verbally and in writing.
• Problem Solver: An analytical mindset with the ability to triage issues, resolve underlying problems, and provide practical solutions.
• Execution: Able to facilitate a project plan, resolve roadblocks and oversee deliverabl es
• Detail-Oriented: A knack for accuracy, thoroughness, and organization to manage multiple projects and priorities effectively.
• Hardworking and Resilient: Someone who is committed to going the extra mile to support clients and colleagues.
• 5+ years industry experience.
• Bachelor’s degree required
• FINRA Series 7 & and Series 63 license

Nice To Haves

• Experience with a custodian / clearing firm is a plus.
• MBA is a plus

Responsibilities

• Collaborate with various departments at Apex on complex client inquiries that cannot be addressed through standard service and support channels.
• Partner with Relationship Managers to execute on client initiatives.
• Act as client advocate and represent their needs to internal partners.
• Act as an escalation touchpoint throughout the client lifecycle
• Own delivery of client initiatives.
• Manage timelines and deliverables.
• Act as the key resource for internal inquiries pertaining to specific client relationships.
• Collaborate with internal teams by providing client-specific information and maintaining up-to-date client records and documentation.
• Support business partners by managing and producing client-specific documentation, delivering it promptly as requested.
• Partner with Service Management Organization leads to address aged tickets, consistent themes across tickets and issues that may require complex problem solving.

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: Mid Level