Mgr, Client Services

WHO WE ARE

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.  

 At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy. We're digitizing and democratizing systems so that everyone has an opportunity to invest. 

When you're at Apex, you drive this change. You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy. Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees. 

Together, we’re shaping the future of financial innovation. Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex. 

We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created. Here are just a few of the many awards we’ve recently received: 

Best Places to Work 

2026, 2025, 2024, 2023 - Presented by BuiltIn 

WealthTech of the Year 

2025 - Presented by US FinTech Awards 

The World’s Top 250 Fintech Companies 

2024 - Presented by CNBC 

ABOUT THIS ROLE

The Client Services Manager plays a pivotal role in leading a fast-paced and dynamic team to deliver world-class customer experience, build client loyalty, and establish trust-based relationships. This individual will be tasked with challenging the status quo, driving process optimization, and fostering innovation to resolve complex client needs while ensuring seamless service delivery to Brokerage firms, Registered Investment Advisors, and End Investors. The Client Services Manager will align their expertise to support the firm’s strategic goals, enhance operational efficiency, and uphold high customer service standards. By connecting solutions to broader business objectives, the Client Services Manager will amplify Apex Fintech Solutions' reputation as a market-leading provider in the financial services sector.

Category: Customer Relationship Management )

• Serve as the primary point of contact for clients, developing strong trust-based partnerships.

• Manage escalations for partner firms and end investors, ensuring timely and effective solutions are delivered.

Category: Operational Support and Troubleshooting

• Support inquiries related to Brokerage Operations by collaborating with internal teams to resolve client issues.

• Ensure strict adherence to established procedures and security protocols to safeguard customer information and assets.

Category: Business Process Optimization

• Drive improvement initiatives by streamlining manual processes while participating in cross-functional projects.

• Maintain ownership of key supervisory processes, ensuring compliance and operational standards are consistently met.

Category: Documentation and Strategic Collaboration

• Create and maintain system documentation to enhance clarity in workflows and operational consistency.

• Contribute to cross-company initiatives by sharing insights and improving alignment between teams.

• Bachelor’s degree in Business, Finance, or a related field, or equivalent work experience.

• FINRA Series 7 and Series 24 licenses required (or willingness to obtain).

• 5+ years of experience in client services, relationship management, or a comparable role within the financial services industry.

• Proven track record of resolving escalated client concerns and delivering high-touch service in a fast-paced environment.

• Must be a self-starter: flexible, innovative, and highly adaptable to changing demands.

• Strong interpersonal and communication skills, capable of collaborating across all organizational levels.

• Superior analytical abilities with advanced problem-solving capacity.

• Excellent project management and organizational skills to handle multiple priorities simultaneously.

• Proficiency with Microsoft Office 365 Suite.

​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 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.

EEO Statement

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic. Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.

Disability Statement

Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities. We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities. If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form. We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.