Client Operations Analyst

Job Title

Client Operations Analyst

6 Months

Lake Mary, FL

Onsite, 4 days per week (Flexible start times, typically 8:30 AM – 5:00 PM)

We are seeking a Client Service Analyst to join our team on a 6-month contract. This role is primarily responsible for completing daily operational tasks with accuracy and timeliness. The ideal candidate will be detail-oriented, follow established procedures diligently, and escalate issues appropriately.

• Execute daily tasks related to account transfers, operational trust accounting, and client account accuracy.
• Ensure all assigned tasks are completed within deadlines and discrepancies are reported promptly.
• Follow standard operating procedures and maintain compliance with internal controls.
• Communicate effectively with internal teams to resolve issues and escalate when necessary.
• Maintain accurate records and documentation for all transactions.

• Education:
  
  Bachelor’s degree in Commerce (B.Com), Business Administration (BBA), or MBA (Finance preferred).
• Experience:
  
  1–2 years in operations, client services, or financial services (financial background preferred but not required).
• Skills:
  
  Strong communication and interpersonal skills; proficiency in MS Office, Outlook, and Excel; ability to work independently and as part of a team; high attention to detail and willingness to learn.

• Office-based role with flexibility in start times (typically 8:30 AM – 5:00 PM).
• Collaborative team environment with a focus on accuracy and client satisfaction.

Apex Systems is an equal opportunity employer. We do not discriminate or allow discrimination on the basis of race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), age, sexual orientation, gender identity, national origin, ancestry, citizenship, genetic information, registered domestic partner status, marital status, disability, status as a crime victim, protected veteran status, political affiliation, union membership, or any other characteristic protected by law.

Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law. If you have visited our website in search of information on employment opportunities or to apply for a position, and you require an accommodation in using our website for a search or application, please contact our Benefits Department at [email protected] or 804‑523‑8228.

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