Sr Account Manager

Apex Fintech Solutions•Austin, TX

10d•$92,318 - $115,398•Hybrid

About The Position

Apex is seeking a resourceful and client-focused Account Manager to join our team. The primary goal of this role is to enhance our clients' experience by providing fast, reliable solutions to their growth opportunities and complex questions, going above and beyond to ensure their success. We are seeking someone with custody and clearing domain knowledge and a strong drive to exceed expectations. This role is for someone who thrives on making a difference in clients’ lives while continuously learning and growing in their career. By joining our team, you’ll play a critical role in enhancing the client experience and driving our organization’s success. If you're energized by solving complex issues, delivering superior customer service, and ensuring client satisfaction, we’d love to meet you!

Requirements

5+ years industry experience.
Client Focused: A strong customer service orientation and a passion for helping clients succeed. You find personal gratification in solving problems and making others’ lives easier.
Excellent communication: The ability to clearly communicate complex issues to clients and internal partners both verbally and in writing.
Problem Solver: An analytical mindset with the ability to triage issues, resolve underlying problems, and provide practical solutions.
Execution: Able to facilitate a project plan, resolve roadblocks and oversee deliverables
Detail-Oriented: A knack for accuracy, thoroughness, and organization to manage multiple projects and priorities effectively.
Hardworking and Resilient: Someone who is committed to going the extra mile to support clients and colleagues.
Bachelor’s degree required
FINRA Series 7 & and Series 63 license

Nice To Haves

Experience with a custodian / clearing firm is a plus.
MBA is a plus

Responsibilities

Collaborate with various departments at Apex on complex client inquiries that cannot be addressed through standard service and support channels.
Partner with Relationship Managers to execute on client initiatives.
Act as client advocate and represent their needs to internal partners.
Act as an escalation touchpoint throughout the client lifecycle
Own delivery of client initiatives.
Manage timelines and deliverables.
Act as the key resource for internal inquiries pertaining to specific client relationships.
Collaborate with internal teams by providing client-specific information and maintaining up-to-date client records and documentation.
Support business partners by managing and producing client-specific documentation, delivering it promptly as requested.
Partner with Service Management Organization leads to address aged tickets, consistent themes across tickets and issues that may require complex problem solving.