Client Onboarding Associate

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.

2026, 2025, 2024, 2023
- Presented by Built In

2025
- Presented by US Fin Tech Awards

2024
- Presented by CNBC

The Lead Client Delivery Analyst plays a pivotal role in welcoming new clients and setting the foundation for their long-term satisfaction and success with our services. This position involves direct interaction with clients to ensure a seamless transition and integration of our services into their business operations. The Specialist is responsible for understanding client needs, coordinating the onboarding process, and ensuring clients are fully educated and comfortable with the features and functionalities of our services.

This role suits a highly organized, detail-oriented individual with excellent communication skills and a dedication to exceptional client service.

• Client Interaction: Serve as the primary point of contact for all new clients during the onboarding phase. Communicate regularly to gather necessary documentation, verify information, and address inquiries.
• Process Coordination: Manage the end-to-end onboarding process including account setup, data migration, and initial training sessions. Ensure all internal and external milestones are met on time.
• Training and Support: Conduct client training sessions to demonstrate product features and functionalities. Provide initial support to clients as they learn to navigate our systems.
• Feedback Collection: Obtain and evaluate client feedback to continuously refine and optimize the onboarding process.
• Documentation
  :
  Maintain detailed records of client interactions, completed steps, and areas of concern, ensuring compliance with company protocols.
• Cross-Functional Collaboration
  :
  Work closely with sales, customer service, and technical teams to ensure client needs are understood and met throughout the onboarding experience.
• Compliance and Reporting
  :
  Ensure all client onboarding activities comply with regulatory standards. Provide reports to management on onboarding outcomes and client satisfaction metrics.

• Bachelor’s degree in Business Administration, Communications, or related field.
• 3+ years of experience in client services, sales support, or a related field, preferably within a technology or services company.

• Proven ability to manage projects with tight timelines effectively.
• Familiarity with the specific industry or markets the company serves.
• Certification in Customer Service Management, Project Management Professional (PMP), or related fields is advantageous.

• Communication
  
  Skills:
  
  Excellent verbal and written communication skills.
• Technology Proficiency:
  Comfort with customer relationship management (CRM) tools and Microsoft Office Suite.
• Problem-Solving:
  Strong problem-solving skills with a focus on swift and effective resolutions.
• Detail-Oriented: A keen eye for detail and a meticulous approach to handling client data and…