Solutions Specialist - Austin, United States - Apex Fintech Solutions

Description

WHO WE ARE
Apex Fintech Solutions (AFS) powers innovation and the future of digital wealth management by processing millions of transactions daily, to simplify, automate, and facilitate access to financial markets for all. Our robust suite of fintech solutions enables us to support clients such as Stash, Betterment, SoFi, and Webull, and more than 20 million of our clients' customers.
Collectively, AFS creates an environment in which companies with the biggest ideas in fintech are empowered to change the world. We are based in Dallas, TX and also have offices in Austin, New York, Chicago, Portland, and Belfast.
If you are seeking a fast-paced and entrepreneurial environment where you'll have the opportunity to make an immediate impact, and you have the guts to change everything, this is the place for you.
AFS has received a number of prestigious industry awards, including:

• 2021, 2020, 2019, and 2018 Best Wealth Management Company - presented by Fintech Breakthrough Awards
• 2021 Most Innovative Companies - presented by Fast Company
• 2021 Best API & Best Trading Technology - presented by Global Fintech Awards

ABOUT THIS ROLE
Apex Fintech Solutions is seeking a Solutions Specialist to play a pivotal role in driving the success of our Silver Tax Software as a Service (SaaS) platform by providing technical expertise and support to our customers and internal teams. You will collaborate closely with sales, product development, and customer success teams to ensure seamless integration and deployment of our SaaS solutions. Your deep understanding of both our product offerings and customer needs will be instrumental in driving customer satisfaction and retention.
This position will be located in Austin, Texas.
Duties/Responsibilities

• Manage day-to-day operations of proprietary multi-currency portfolio accounting system during implementation phase
• Optimize operational processes and procedures while maintaining quality standards
• Assist with implementation and technical integration of new processes and procedures to enhance client experience and enhanced onboarding process
• Assist with data reconciliation by coding and testing data cleanup scripts and utilities
• Assist with user acceptance testing (UAT) and review of software documentation
• Maintain knowledge base of system processing exceptions, reconciliation issues, and other operating processes and procedures
• Identify ways to improve customer experience and overall implementation process
• Train, oversee, and assign tasks to other team members
• Track and report on daily and monthly operational performance to executives, managers, clients, and other stakeholders

Education and/or Experience

• Bachelor's degree in Accounting, Data Analytics, or Information Systems required; Master's preferred
• 2+ years of professional experience with multi-currency portfolio accounting and/or wealth management systems
• Experience with brokerage operations and understanding information reporting preferred

Required Skills/Abilities

• Knowledge of Agile software development, data analysis, and project management
• Proficiency with Atlassian JIRA, Confluence, SQL, Excel, Python, and Amazon Web Services (AWS)
• Excellent communication and interpersonal skills, with the ability to articulate complex technical concepts to both technical and non-technical audiences
• Strong problem-solving skills and a customer-centric mindset, with a passion for delivering exceptional customer experiences
• Ability to thrive in a fast-paced, dynamic environment and effectively manage multiple priorities and stakeholders

Work Environment

• This job operates in an office environment.
• This position will be located in Austin, Texas.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
#operations #associate #full-time #LI-MJ1 #APEX
Our Rewards
We offer a robust package of employee perks and benefits, including healthcare benefits (medical, dental and vision, EAP), competitive PTO, 401k match, parental leave, and HSA contribution match. We also provide our employees with a paid subscription to the Calm app and offer generous external learning and tuition reimbursement benefits. At AFS, we offer a hybrid work schedule for most roles that allows employees to have the flexibility of working from home and one of our primary offices.
Diversity, Equity, Inclusion, and Belonging (DEIB) Commitment
We're looking for all kinds of people.
At Apex, we believe that wealth management and investing should be accessible to everyone, and we strive to create spaces to democratize investing for folks of all walks of life. Internally, we embrace diversity and are dedicated to creating an inclusive and equitable workplace, which reflects our company vision and mission. We value every team member's unique perspective and are committed to fostering a culture where everyone belongs. Join us in our mission to empower and celebrate individual differences.
Apex is committed to being an equal opportunity employer. We ensure that qualified applicants receive fair consideration for employment without discrimination based on sex, gender identity, gender expression, sexual orientation, race, color, natural or protective hairstyle, genetics, religion, national origin, disability, protected veteran status, age, or any other characteristic protected by law. Know your rights: workplace discrimination is illegal. We stand by this commitment to promote a diverse, equitable, and inclusive workforce.