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
SUMMARY:
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.
POSITION RESPONSIBILITIES:
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
Qualifications:
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
