Senior Specialist, Client Operations – Investment Account Services

# Senior Specialist, Client Operations – Investment Account Services Apply
** Job#: 3056164
***
* Job Description:

**** Senior Specialist, Client Operations-Investment Account Services
** Serves as a primary point of contact for clients utilizing managed account platform and related services. This role supports the delivery of operational and servicing solutions by coordinating client requests, resolving complex operational and platform-related issues, and ensuring the accurate execution of account servicing activities. Working closely with Operations, Product, Technology, Client Service, and Relationship Management teams, the Senior Specialist helps maintain strong client relationships and supports effective service delivery across the managed account platform.
** Key Responsibilities
*** Serve as a primary point of contact for clients, providing support and guidance on operational, servicing, and platform-related inquiries.
* Support account servicing, model implementation, workflow management, operational processing, and related managed account platform activities.
* Manage and resolve complex client, operational, and technical issues by partnering with internal teams to ensure timely and effective resolution.
* Coordinate with Operations, Product, Technology, Client Service, and Relationship Management teams to support client objectives and servicing needs.
* Monitor client requests and operational activities through completion, ensuring accuracy, timeliness, and adherence to service level expectations.
* Investigate and resolve operational exceptions, escalations, and non-routine client issues while exercising sound judgment and problem-solving skills.
* Provide subject matter expertise on products, services, operational processes, and managed account workflows.
* Analyze servicing trends and recurring issues to identify opportunities for process improvements and operational efficiencies.
* Support client onboarding, platform enhancements, operational initiatives, and process changes impacting service delivery.
* Maintain procedures, documentation, and best practices to support a consistent and controlled operating environment.
* Build and maintain strong client relationships through proactive communication, responsiveness, and ongoing support.
* Share knowledge and provide guidance to less experienced team members while contributing to a collaborative team environment.
** Qualifications
* ** Bachelor's degree or equivalent combination of education and experience.
* Experience in client operations, client service, account management, investment operations, or a related financial services environment.
* Experience supporting managed accounts, asset management, wealth management, or investment operations platforms.
* Knowledge of managed account programs, operational workflows, account servicing processes, and relationship management practices.
* Demonstrated ability to manage and resolve complex client, operational, and platform-related issues.
* Familiarity with technology-enabled platforms, workflow tools, and client servicing systems.
* Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
* Ability to manage multiple priorities and deliver results in a fast-paced, client-focused environment.
* Strong verbal and written communication skills with the ability to collaborate effectively across business and technology teams.
* Demonstrated commitment to client service, operational excellence, risk management, and continuous improvement.  
* Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We…