Senior Specialist, Financial Services Quality Control; Client Processing

Position: Senior Specialist, Financial Services Quality Control (Client Processing)
# Senior Specialist, Financial Services Quality Control (Client Processing)
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** Job#: 3056161
***
* Job Description:

**** Senior Specialist, Financial Services Quality Control (Client Processing)
** Supports the day-to-day administration of managed account solutions by coordinating account activity, maintaining critical account and portfolio data, and ensuring investment operations are executed accurately and efficiently. This role is responsible for supporting the processing, reconciliation, maintenance, and servicing of separately managed account (SMA) and unified managed account (UMA) programs. Working closely with Operations, Client Service, Relationship Management, Technology, sponsors, and investment managers, the Senior Specialist helps ensure the delivery of high-quality service, data integrity, and effective operational support across the managed account platform.
** Key Responsibilities
*** Support the administration and processing of SMA and UMA programs across the managed account platform.
* Monitor and process account activity, ensuring transactions, account maintenance requests, and client deliverables are completed accurately and within service level expectations.
* Validate, maintain, and reconcile account, portfolio, and model data to support investment management and operational processes.
* Manage the delivery and administration of model information, reporting, and supporting data for investment managers and sponsor relationships.
* Perform operational reconciliations, investigate discrepancies, and resolve exceptions in a timely manner.
* Review client, account, and portfolio information to ensure accuracy, completeness, and adherence to operational controls and procedures.
* Coordinate with Operations, Client Service, Relationship Management, Technology, and external partners to support client needs and operational activities.
* Support account onboarding, maintenance, and ongoing servicing requirements for managed account programs.
* Utilize operational systems and workflow tools to process, track, and monitor account activity.
* Maintain compliance with established policies, procedures, regulatory requirements, and risk management standards.
** Qualifications
* ** Bachelor's degree or an equivalent combination of education and experience.
* Experience in investment operations, client processing, asset servicing, managed accounts, or a related financial services environment.
* Knowledge of account administration, reconciliations, exception management, and operational processing activities.
* Familiarity with SMA, UMA, managed account platforms, model management, or related wealth and asset management environments.
* Experience working with investment operations systems, workflow tools, and Microsoft Office applications.
* Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.
* Ability to manage multiple priorities and meet deadlines in a fast-paced, client-focused environment.
* Strong communication and collaboration skills with the ability to work effectively across business and technology teams.
* Demonstrated commitment to client service, operational excellence, 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 offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.

Our commitment to excellence is reflected in many awards, including Clearly Rateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
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** Everforth Apex Benefits Overview:
Everforth 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…