Client Support Specialist

Client Support Specialist

03 Nov 2023
Illinois, Chicago, 60601 Chicago USA

Client Support Specialist

Vacancy expired!

Job#: 1305916

Job Description:

Location- Remote

Duration- Long term contract; available for contract to hire long term

Please contact Jeremy at to learn more about this opportunity.

Financial Client Support Specialist


The Client Support Specialist serves an important link between front office and operational colleagues ensuring accurate data for the client and organization. The specialist is responsible for ensuring client and financial data received from the front office is complete, accurate, and entered into proprietary software to ensure accurate operational processing. The specialist is the system expert for the front office and serves a vital role in superb client service and risk management. The role receives general instructions on routine work and participates in group projects as required.

The position reports to the Manager of Account Support, and will be a member of a rapidly expanding team adapting to a new operational platform. The position is currently remote but offers availability for onsite work in Chicago or Boston offices if preferred and assuming no restrictions.


Work with Leader and a growing team of co-workers to ensure that standards set in Service Level Agreements are being met for all assigned tasks. Tasks include but are not limited to the following:
  • Open new accounts
  • Maintain key fields for all accounts
  • Manage account closing process
  • Work with client service teams to resolve client questions
  • Act as resource on client portal setup and maintenance
  • Coordinate asset movement with other custodians including reconciliations of positions & follow up (obtaining cost basis information, acquisition dates if missing)
  • Address all inquiries in a timely fashion
  • Provide back-up to all other Middle Office desks on an as-needed basis due to illness and/or vacation

  • Bachelor's degree or 1-3 years' experience in financial industry
  • Proficient with Microsoft Word, Outlook, Excel and Power Point
  • Comfortable with Microsoft Teams or similar collaboration software
  • Pleasant telephone manner
  • Ability to work independently and in a team environment, and meet deadlines without constant managerial oversight
  • Strong organizational, time management, analytical (mathematical) and interpersonal skills
  • Excellent organizational skills with an attention to detail
  • Ability to learn proprietary software and databases
  • A genuine desire and capability to work in a professional and inclusive environment which requires teamwork, exceptional problem-solving skills, frequent re-prioritization , ongoing and comprehensive communication, constant attention to detail, and a commitment to continuous improvement and best practices.

EEO Employer

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law. Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Employee Services Department at or

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