Asset Management, Best Practices, Business Administration, Career Counseling, Customer Experience, Customer Service Management, Customer Service Operations, Customer Support/Service, Customer/Client Research, Data Analysis, Finance, Financial Services, Financial Trend Analysis, Information Technology & Information Systems, Loan Operations, Problem Solving Skills, Productivity Management, Revenue Growth, Service Delivery, Staff Motivation, Strategic Planning, Talent Management, Team Lead/Manager, Trend Analysis
Manages multiple client service teams responsible for providing quality support to clients with transactions and resolving operational issues daily.
Maintains familiarity with industry best practices and seeks opportunities to implement as appropriate.
Sets policies and procedures for teams managed.
Contributes to the development of strategic initiatives that are designed to improve the overall client service experience and improve team productivity and quality.
Resolves highly complex or non-routine issues or inquiries from senior-level or key individuals at clients, as needed.
Maintains relationships with business leaders to report client trends and needs.
May provide forward-looking insight on client issues and trends to drive future revenue growth.
Provides strategic guidance on internal activities and initiatives designed to improve the client experience.
Determines needed improvements through review and analysis of problems reported.
Recruits, directs, motivates, and develops staff, maximizing their individual contribution, their professional growth and their ability to function effectively with their colleagues as a team.
Manages multiple client service/support teams.
Responsible for the achievement of multiple team goals and objectives, talent management and supervision of team members.
Teams support multiple, complex client accounts
To be successful in this role, we're seeking the following:
Bachelor's degree or the equivalent combination of education and experience is required with an MBA preferred.
7-10 years of total work experience with at least 3 years of management experience preferred.
Experience in an operational area and/or client services preferred.
Strong background in Structured Finance (ideally in CLO's), Fund Administration and/or Alternative Asset management is strongly preferred.
Client Service/Operations experience within financial services is strongly preferred.
Corporate Trust background preferred.
Strong background in engaging institutional clients to grow revenue and/or deliver against service obligations is strongly preferred.
Strong data analysis and problem-solving skills to review test results versus expected results is strongly preferred.
Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click here for more details.
Apex Benefits Overview: Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.
Employee Type:
FullTime
Location:
Pittsburgh, PA, US
Job Type:
Date Posted:
April 17, 2026
Pay Range:
$110,000 - $185,000
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