FAQs
What is the primary role of a Client Services Specialist at Apex Fintech Solutions?
The primary role of a Client Services Specialist is to serve as the main point of contact for clients, manage escalations, support operational inquiries, and provide high-quality customer service to brokerage firms, registered investment advisors, and end investors.
Is a FINRA Series 7 License required for this position?
Yes, a FINRA Series 7 License is required, or candidates must be willing to obtain it within 90 days of hire.
What is the expected experience level for this role?
Candidates should have at least 3+ years of experience in client services, relationship management, or a similar role within the financial services industry.
What educational background is preferred for this position?
A bachelor's degree in business, finance, or a related field is preferred, or equivalent work experience may be considered.
What type of work environment does this position offer?
This job operates in a hybrid work environment, allowing employees the flexibility to work both from home and in the office.
What kind of professional development opportunities does Apex Fintech Solutions provide?
Apex Fintech Solutions invests heavily in employee professional and personal development, offering generous external learning and tuition reimbursement benefits.
Are there any specific skills or abilities required for this role?
Yes, candidates must be a self-starter with strong interpersonal skills, advanced analytical skills, excellent project management capabilities, and proficiency in Microsoft 365.
How does Apex Fintech Solutions ensure diversity and inclusion within the workplace?
Apex Fintech Solutions is committed to creating an inclusive and equitable workplace, reflecting the company’s vision and mission, and values each team member’s unique perspective.
What benefits are offered to employees at Apex Fintech Solutions?
Employees receive a robust package of benefits, including healthcare (medical, dental, vision), competitive PTO, a 401(k) match, parental leave, HSA contribution match, and a paid subscription to the Calm app.
How does Apex Fintech Solutions handle workplace discrimination?
Apex Fintech Solutions is committed to being an equal opportunity employer and ensures that qualified applicants receive fair consideration for employment without discrimination based on various protected characteristics.