Join Apex as an Investor Services Representative, enhancing client relationships through exceptional customer care and financial transactions. This role involves timely support for Advisors and Managers with varied inquiries and reporting needs.
In this position, you will engage with financial services, focusing on client communication and transaction processing. A degree in Accounting or Finance is preferred alongside three years of relevant experience. Your analytical skills and attention to detail will be crucial in managing requests and deadlines across financial administrations.
Key Responsibilities:
• Enhance client relationships through service excellence
• Process financial and non-financial investment transactions
• Respond to inquiries from Advisors and Fund Managers
• Analyze issues to determine best action plans
• Produce ad-hoc reports for Fund Managers
Requirements:
• Associate’s or Bachelor’s Degree in Accounting/Finance
• Knowledge of Fund ...