Service Management Analyst

PEAK6

Service Management Analyst enhancing relationships and building customer loyalty for Apex Fintech Solutions. Overseeing service operations and ensuring customer satisfaction in a fast-paced environment.

Posted 5/21/2026full-timeDallas • Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

About the role

Key responsibilities & impact

Serve as the primary point of contact for clients.
Manage partner firm and end investor escalations, ensuring timely and effective resolution.
Support inquiries related to Operations, collaborating with internal teams to address customer queries and resolve issues.
Create and maintain system documentation to ensure clarity and consistency in processes.
Strictly adhere to established procedures and security controls to safeguard customer information and assets.
Maintain ownership of key supervisory checklists, ensuring adherence to compliance requirements and operational standards.
Support business process improvement initiatives and ad hoc projects.

Requirements

What you’ll need

Bachelor's degree in business, finance, or a related field or equivalent work experience
3+ years of experience in client services, relationship management, or a similar role within the financial services industry
FINRA Series 7 License required (or willingness to obtain within 90 days of hire)
Must be a self-starter, flexible, innovative, and adaptive
Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization
Ability to work both collaboratively and independently; ability to navigate a complex organization
Advanced analytical skills
Excellent project management and organizational skills and capability to handle multiple projects at one time
Proficiency in Microsoft 365

Benefits

Comp & perks

healthcare benefits (medical, dental and vision, EAP)
competitive PTO
401k match
parental leave
HSA contribution match
paid subscription to the Calm app
generous external learning and tuition reimbursement benefits

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

project managementanalytical skills

Soft Skills

interpersonal skillscollaborative workflexibilityinnovationadaptabilityself-starterorganizational skills

Certifications

FINRA Series 7 License