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About the Role

The Lead Client Delivery Analyst is responsible for welcoming new clients, ensuring their long-term satisfaction and success. This role involves direct client interaction to facilitate a seamless transition and integration of services, understanding client needs, coordinating the onboarding process, and educating clients on service features and functionalities. It is ideal for a highly organized, detail-oriented individual with excellent communication skills and a dedication to exceptional client service.

Responsibilities

Serve as the primary point of contact for all new clients during the onboarding phase.
Communicate regularly to gather necessary documentation, verify information, and address inquiries.
Manage the end-to-end onboarding process including account setup, data migration, and initial training sessions.
Ensure all internal and external milestones are met on time.
Conduct client training sessions to demonstrate product features and functionalities.
Provide initial support to clients as they learn to navigate our systems.
Obtain and evaluate client feedback to continuously refine and optimize the onboarding process.
Maintain detailed records of client interactions, completed steps, and areas of concern, ensuring compliance with company protocols.
Work closely with sales, customer service, and technical teams to ensure client needs are understood and met throughout the onboarding experience.
Ensure all client onboarding activities comply with regulatory standards.
Provide reports to management on onboarding outcomes and client satisfaction metrics.

Requirements

Bachelor’s degree in Business Administration, Communications, or related field.
3+ years of experience in client services, sales support, or a related field, preferably within a technology or services company.
Proven ability to manage projects with tight timelines effectively.
Familiarity with the specific industry or markets the company serves.
Certification in Customer Service Management, Project Management Professional (PMP), or related fields is advantageous.

Skills

Excellent verbal and written communication skills.
Comfort with customer relationship management (CRM) tools and Microsoft Office Suite.
Strong problem-solving skills with a focus on swift and effective resolutions.
A keen eye for detail and a meticulous approach to handling client data and documentation.
Ability to adapt to new technologies and quickly change directions when client needs evolve.
Exceptional interpersonal skills with an ability to engage effectively with various personality types and client backgrounds.

Location

Austin
Dallas
Chicago
New York
Portland
Belfast
Manila

Work Type

Hybrid
Full-time

Experience Level

Lead
Associate

Education Level

Bachelor's degree

Salary/Compensations

$110,880-$138,600

Benefits

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

About the Company

Apex Fintech Solutions (Apex) powers innovation and the future of digital wealth management by building tech-forward solutions that help simplify, automate, and facilitate access to financial markets for all.
Our robust suite of fintech software enables us to support clients such as Stash, Betterment, SoFi, Webull, and eToro, amongst many others; collectively, Apex powers access to the stock market for over 22+ million end customers.
At Apex, we are changing how the securities industry operates by reinventing the status quo, which was manual, slow, and accessible only by the ultra-wealthy.
We're digitizing and democratizing systems so that everyone has an opportunity to invest.
When you're at Apex, you drive this change.
You're part of a global team with a clear vision: to be the trusted technology that powers the digital economy.
Our offices in Austin, Dallas, Chicago, New York, Portland, Belfast, and Manila are home to over 1,000 employees.
Together, we’re shaping the future of financial innovation.
Embrace change. Solve big. Win together. And be G.R.E.A.T. — grit, results, empathy, accountability, and teamwork — with Apex.
We’re proud to be recognized for the innovative work we do, the purpose-driven nature of our work, and the collaborative culture we’ve created.
Best Places to Work 2026, 2025, 2024, 2023 - Presented by BuiltIn
WealthTech of the Year 2025 - Presented by US FinTech Awards
The World’s Top 250 Fintech Companies 2024 - CNBC

Equal Opportunity

Apex Fintech Solutions is an equal opportunity employer that does not discriminate on the basis of race, color, religion, sex (including pregnancy, sexual orientation, and gender identity), national origin, age, disability, veteran status, marital status, or any other protected characteristic.
Our hiring practices ensure that all qualified applicants receive fair consideration without regard to these characteristics.
Apex Fintech Solutions is committed to creating an inclusive and accessible workplace for all candidates, including those with disabilities.
We are dedicated to ensuring equal employment opportunities and providing reasonable accommodations to qualified individuals with disabilities.
If you require reasonable accommodations to participate in the application or interview process, please submit your request via the Candidate Accommodation Requests Form.
We will work with you to provide the necessary accommodations to ensure your full participation in our hiring process.