Join Apex as a Financial Services Coordinator, focusing on client service and transaction management. This role offers a blend of independence and teamwork in a flexible environment.
As a Financial Services Coordinator, you will play a vital role in processing investment transactions and enhancing client relationships. Your ability to analyze complex issues and communicate effectively with Advisors and Fund Managers will be crucial. Additionally, you will manage approvals and test application enhancements while meeting project timelines.
Key Responsibilities:
• Provide exceptional customer service to clients
• Process investment transactions efficiently
• Respond to phone and email inquiries in a timely manner
• Analyze complex issues and determine action steps
• Produce ad-hoc reports for Fund Managers
Requirements:
• Bachelor’s or Associate’s Degree in Accounting/Finance preferred
• Minimum three years in Financial Services preferred
• Knowledge of Fu...