Client Service Operations Analyst

Job#: 3021373

Job Description:

Client Service Operations Analyst

Seasoned Client Service Operations Analyst with 3-5+ years of experience in commercial paper settlements, funds transfers, and security settlements. The ideal candidate excels in client services (internal and external), operates effectively under tight timelines, and demonstrates rigorous attention to detail. This role supports day-to-day operational execution, exception management, and client issue resolution to ensure accurate, timely processing, and outstanding client outcomes.

Key Responsibilities

Execute end-to-end settlement processes for commercial paper, securities, and funds transfers, ensuring timely and accurate completion and adherence to cutoffs

Monitor, investigate, and resolve exceptions, breaks, and inquiries across cash, securities, and commercial paper workflows; escalate issues appropriately

Coordinate and confirm trade details, reference data, and settlement instructions; validate supporting documentation and ensure compliance alignment

Manage client inquiries and service requests, providing clear, professional communication and proactive issue follow-up for internal stakeholders and external clients

Perform daily reconciliations, confirmations, and control checks; maintain full audit trails and evidence of key controls

Ensure adherence to operational risk, compliance, and control frameworks; follow established SOPs while identifying opportunities for process improvement

Collaborate with cross-functional teams (Operations, Client Service, Risk/Compliance, Technology) to resolve complex issues and implement remediation plans

Prepare and maintain procedural documentation, metrics, and performance reporting; contribute to continuous improvement initiatives

Support new client onboarding, account setup, and validation of settlement instructions where applicable

Participate in testing for system enhancements, operational changes, and contingency/BCP exercises

Required Qualifications

5+ years of hands-on experience in commercial paper settlements, funds transfers, and security settlements within the financial services industry

Proven client service experience across internal stakeholders and external institutional clients; strong stakeholder management and communication skills

Demonstrated ability to operate within tight timelines and market cutoffs with high accuracy and accountability

Exceptional attention to detail with a strong control mindset and familiarity with audit requirements

Solid understanding of settlement cycles, market infrastructure, and standard messaging/confirmation processes

Experience handling exceptions, reconciliations, and investigations, including root-cause analysis and corrective action

Proficiency with operational systems related to settlements and payments; strong Excel skills for tracking, analysis, and reporting

Skills & Competencies

Client-obsessed mindset; anticipates client needs and drives timely, transparent outcomes

Ownership and accountability; reliably executes critical tasks and meets deadlines under pressure

Analytical problem-solving; able to synthesize information and recommend practical solutions

Risk and controls orientation; applies procedures consistently and challenges gaps constructively

Clear written and verbal communication; able to translate technical/operational topics for non-technical stakeholders

Collaboration and teamwork; partners effectively across Operations, Product, Technology, and Risk

Adaptability; comfortable working in dynamic environments, shifting priorities, and evolving processes

Education & Certifications

Bachelor's degree in Finance, Business, Economics, or related field (or equivalent experience)

Relevant certifications (e.g., securities operations, payments, or risk/control credentials) are a plus

Preferred Experience (Nice to Have)

Familiarity with market utilities and messaging (e.g., SWIFT, Fedwire, DTCC/NSCC, custodians, counterparties)

Experience with institutional clients such as asset managers, banks, corporates, or broker-dealers

Exposure to process improvement methodologies (Lean/Six Sigma) and KPI/metric reporting

Experience with operational change management, UAT, and documentation updates

Work Approach & Values

Aligns to principles of being client-obsessed, sparking progress through continuous improvement, owning outcomes, staying curious, and thriving together with colleagues

Upholds high ethical standards and complies with regulatory and internal policies at all times

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 or .

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. When you join 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 ClearlyRated's Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico. Apex uses a virtual recruiter as part of the application process. Click for more details.

Apex Benefits Overview: 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. 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.