ABOUT THIS ROLEApex 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!
Key Skills and Responsibilities:
Client Support and Issue Resolution
- 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
Proactive Management
- 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.
Key Skills:
- 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.
Required background experience:
- 5+ years industry experience. Experience with a custodian / clearing firm is a plus.
- Bachelor's degree required; MBA is a plus
- FINRA Series 7 & and Series 63 license
Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Our RewardsWe 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.
Salary Range$92,318-$115,398
The annual base salary range for this position is noted above. Exact compensation offered may vary depending on job-related knowledge, skills, experience, and office location.
