Client Partner

WHO WE ARE

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, 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

ABOUT THIS ROLE

The Client Partner is a customer service and operations professional that ensures the day-to-day operations of Apex clearing clients are effectively addressed. The role will interact with clients by assisting with complex inquiries and completing service-related requests, providing a higher level of service and support.

Duties/Responsibilities

Strategic Advisor: Apply in-depth knowledge of brokerage and RIA products to advise internal teams on process optimization and business development strategies. Analyze market trends and competitor activities to identify growth opportunities and make recommendations for product enhancements or new offerings.

Client Success Management: Collaborate closely with clients and internal stakeholders to ensure seamless onboarding processes, trade capture/processing, ACATS, margin/risk management, compliance adherence, and billing procedures. Proactively address client inquiries and concerns, providing timely and effective resolutions to enhance overall satisfaction and retention.

Operational Excellence: Oversee the day-to-day service and operations aspects of client relationships, ensuring adherence to established policies and procedures. Drive operational efficiency and effectiveness through continuous process improvement initiatives and technology enhancements. Monitor key performance indicators (KPIs) to track service delivery metrics and identify areas for optimization.

Relationship Building: Cultivate strong, collaborative relationships with clients and internal business partners to foster trust and loyalty. Act as a primary point of contact for clients, advocating for their needs and priorities within the organization.

Education and/or Experience

Bachelor’s degree or equivalent work experience required.

3+ years of account management experience in a related field or environment.

Experience performing consulting, client service, account management, customer service or call center experience in a client support environment is required.

FINRA Series 7 License required.

Required Skills/Abilities

Confident public speaking and presentation skills.

Effective presentation, influence and negotiation skills.

Excellent written and oral communications skills.

Excellent data gathering and analysis skills, utilizing reports, spreadsheets, web-based applications, and other software tools.

Strong interpersonal skills, including the ability to work across the organization and interact/influence/negotiate effectively at all levels of management and peers.

Strong relationship building skills with internal partners in order to gain buy-in and agreement.

Work with a sense of urgency. The ability to foster strong relationships with Clients and internal departments is required.

Familiarity with Zendesk preferred

Work Environment

This role operates in an office environment.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

#customer service #mid-senior #full-time #LI-DM1

Our Rewards

We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.

Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment

We're looking for all kinds of people.

At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.

Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.

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