Client Partner

6 months ago

Belfast, United Kingdom Peak6 Full time

**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**
- ** 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.
- 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 eve

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