Client Service Assistant

Client Service Assistant (Bilingual - English & Spanish)

The Client Service Assistant supports the Client Service team in delivering high-quality service to clients in a well-organized and timely manner. This role focuses on administrative, operational, and coordination tasks, ensuring smooth day-to-day client interactions and internal processes. The Assistant acts as a key point of contact for routine client inquiries, supports onboarding and account maintenance processes, and helps manage communications between clients and internal teams.

Position Duties/Responsibilities:

• Client & Operational Support
• Provide day-to-day administrative support to the Account Manager in servicing existing and potential clients.
• Respond to client inquiries, redirect requests when necessary, and ensure timely follow-up.
• Coordinate with internal teams to help resolve client issues efficiently.
• Assist in proactive client outreach for follow-ups, documentation, or pending requests.
• Support account opening, updates, and closing processes, ensuring documentation is complete and properly recorded in internal systems.
• Support the team in tracking and resolving incidents or pending items identified by Back Office.

Process Support:

• Develop a basic understanding of investment products and services to effectively support client inquiries.
• Assist in preparing documentation and materials related to investment and credit products.
• Support the team in the commercialization and administrative processing of products and services.
• Provide operational support in client transactions and internal workflows.
• Maintain accurate records and ensure compliance with internal procedures and policies.
• Monitor reports (e.g., account movements) and escalate any irregularities (such as overdrafts) to the appropriate team.

Must-Have Requirements:

• 3-5 years of experience
• Excellent time management skills and ability to multi-task and prioritize work
• Organizational and planning skills in a fast-paced environment
• Excellent written and verbal communication skills
• Attention to detail and problem-solving skills
• Bachelor's degree required or equivalent experience
• Bilingual in English and Spanish

Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a retirement plan (401k or local country equivalent) program. Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Apex has a dedicated customer service team for our consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Apex team member can provide.

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 Employee Services Department at employeeservices@apexsystems.com or 844-463-6178.