Job#: 3032973
Job Description:
Duties: The Sr. Service Support Specialist assists with the development and growth of business through engaging and utilizing the full capabilities of the firm, and provides thorough solutions and alternatives in response to incoming telephone calls and written correspondence from Clients, Financial Advisors, Branch Office Administrators, and/or internal associates. Service is delivered that is accurate, complete, and timely while partnering with the firm to make it easy for our branches and clients to do business with us. Responsibilities: • This is a key role that requires an understanding of firm policies, procedures and firm capabilities in order to deliver the full firm to clients. •Work independently and demonstrate resourcefulness while working in a team environment • Sound judgment, decision making and conflict resolution skills • Strong verbal and written communication skills and strong interpersonal skills • Highly organized, detail-oriented, and adaptable to change • Highly dependable and punctual • Ability to multitask • Strong service skills demonstrating patience, empathy, and a sense of calm in a fast-paced environment • Strong technical skills in Microsoft Office, web-based programs, and Service Center • Comfortable with talking on the phone and encouraging engaging dialogue • Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model • Support the teams marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars • Actively engage in available training and education programs - including firm strategic priorities, professional development and staying current on policies, procedures and new platforms and attend scheduled targeted/monthly field service professional and/or training calls • Perform administrative duties that support Financial Advisors in daily business practices, including but not limited to, telephone coverage, business travel arrangements, coordination of client meetings, prepare travel & expense reports, and file & calendar maintenance • Proactively participate in firm initiatives directed by local management Qualifications: • High school education required, college degree beneficial • Proficient typing skills • Prior customer service experience • Prior Finance Service industry • Strong computer skills and knowledge of Microsoft Office products • Exceptional writing, interpersonal and client service skills
EEO Employer
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 [email protected] or 844-463-6178.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Everforth Apex uses a virtual recruiter as part of the application process. Click here for more details.
Everforth Apex Benefits Overview: Everforth 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 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth 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, Everforth 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. Everforth 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 Everforth Apex team member can provide.
Employee Type:
Contract
Location:
Des Peres, MO, US
Job Type:
Date Posted:
May 4, 2026
Pay Range:
$35 - $37 per hour
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