PEAK6 · 16 hours ago
Client Services Analyst
Austin, TX
Full-time
Hybrid
Mid Level
3+ years expApex Fintech Solutions is a leader in digital wealth management, providing innovative technology solutions for financial markets. They are seeking a Client Services Analyst who will enhance client relationships, streamline processes, and deliver high-quality service to brokerage firms and investors.
FinancePaymentsInformation TechnologyVenture CapitalFinancial ServicesTrading Platform
Responsibilities
Serve as the primary point of contact for clients
Manage partner firm and end investor escalations, ensuring timely and effective resolution
Support inquiries related to Brokerage Operations, collaborating with internal teams to address customer queries and resolve issues
Create and maintain system documentation to ensure clarity and consistency in processes
Strictly adhere to established procedures and security controls to safeguard customer information and assets
Maintain ownership of key supervisory checklists, ensuring adherence to compliance requirements and operational standards
Support business process improvement initiatives and ad hoc projects
Qualification
Required
Bachelor's degree in business, finance, or a related field or equivalent work experience
3+ years of experience in client services, relationship management, or a similar role within the financial services industry
FINRA Series 7 and Series 24 License(s) required (or willingness to obtain)
Must be a self-starter, flexible, innovative, and adaptive
Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
Ability to work both collaboratively and independently; ability to navigate a complex organization
Advanced analytical skills
Excellent project management and organizational skills and capability to handle multiple projects at one time
Proficiency in Microsoft 365
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
Company
PEAK6
We're In The Business Of What Ought To Be The business of doing, creating, and building the world the way we see fit.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
J
Judi Hart
Chief Executive Officer at We Insure
Recent News
2025-01-16
2025-01-15
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