Investor Services Representative at Apex

Join Apex Group as an Investor Services Representative and leverage your skills in a role designed for client relationship excellence. Enjoy collaborative work within a leading financial services provider.

In this position, you will enhance client relationships through exceptional service while efficiently processing investment transactions. Your expertise in Fund Administration and previous financial experience will be essential as you handle inquiries and analyze requests from Advisors and Dealers. Apex Group values a commitment to professional growth and teamwork, making this an exciting opportunity.

Key Responsibilities:

• Process financial and non-financial transactions accurately

• Address inquiries reliably from Advisors, Dealers, and Fund Managers

• Document and manage faxes and trade rejects efficiently

• Analyze complex client requests and determine best paths forward

• Maintain organized documentation and administrative tasks

Requirements:

• Bachelor’s or Associate’s Degree in a relevant field preferred

• At least two years of experience in Financial Services

• Knowledge of Fund Administration necessary

• Strong communication skills and attention to detail

• Self-starting individual eager for new challenges

Utilize your analytical skills and dedication to client service in this impactful role at Apex Group.
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