Senior Client Service Specialist

Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and WeBull, and more than 20 million of our clients' customers. 

Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Los Angeles, Portland, and Belfast. 

If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you. 

AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
• 2021 Most Innovative Companies - presented by Fast Company
• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

Be part of a fast-paced team focused on enhancing relationships and building customer loyalty. Apex Clearing’s Client Experience Department is seeking a Senior Client Service Specialist 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-agent for the firm. Learn the financial industry while providing high-quality services to individual investors.

The Expertise and Values We’re Looking For

• Is Passionate. You have a genuine passion for people and developing relationships
• Is Motivated. You’re driven to be the best. You challenge yourself by setting goals, exceeding them, and helping your teammates do the same
• Is Collaborative. You’re excited to work with others throughout the organization to help foster a world-class work place and culture
• Is Impactful. You apply an intellectual curiosity and are pro-active in challenging antiquated policies and systems
• Is Ethical. You always conduct yourself with honesty and operate ethically. You put our clients first and have a team-first mentality

The Purpose of Your Role

You will provide a world-class service experience to our clients, which are comprised of brokerage firms, registered investment advisory firms, and certain end investors. You will be taught a broad range of transferrable product, technology, and systems skills, which will enable you to think critically about how we can improve our suite of offerings. You will provide outstanding service through telephone and electronic interactions. You will also have the opportunity to make a meaningful impact through your inclusion in strategic initiatives and cross-company projects.

The Experience You Should Expect

Our Client Experience Team is a great place to truly learn about the financial services industry. We are a teaching and learning department. We offer five roles within the same department. We have a total of 12-15 people, all of whom are actively working towards their next role within our team. You should expect regular 1:1s with your manager, a robust onboarding program, and to be part of a highly collaborative and friendly team. If your performance is strong, you will have the opportunity to be assigned clients in a Client Partner capacity. You will also be encouraged to obtain your Series 24 General Securities Principal license. We care about our people and invest heavily in their professional and personal development, as well as their personal goals.

Qualifications:

• Solid organizational skills including expertise with handling multiple priorities simultaneously and working under tight deadlines.
• Strong business acumen; extraordinary interpersonal and communication skills 
• The ability to work well under stress
• A solid understanding of financial markets
• Excellent analytical skills
• The ability to be available and responsive in a fast-paced environment
• You have a passion to help the team and the advisors and grow the business

The Role Requirements  

• Bachelor’s Degree
• 3+ Years of Financial Services Industry Experience
• FINRA Series 7 License
• Computer proficiency with Microsoft Word, Excel, and Outlook