Operations Analyst

WHO WE ARE

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. Here are just a few of the many awards we’ve recently received: 

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 - Presented by CNBC 

ABOUT THIS ROLE

Apex Clearing’s Service is seeking an Operations Analyst who is empowered to build strong, trust-based relationships with our clients, challenge the status quo, create innovative solutions to traditional problems, help us streamline and automate manual processes, and to be a change-agent for the firm. Learn the financial industry while providing high-quality services to Brokerage firms and Registered Investment Advisors.

The Purpose of Your Role

You will be providing world-class customer service to firms. You will be taught a broad range of transferable product, technology, and systems skills, which will enable you to think critically about how we can improve our suite of offerings. You will provide outstanding service through telephone and electronic interactions. You will also make a meaningful impact through your inclusion in strategic initiatives and cross-company projects. You will support service questions, operational inquiries, and internal team members.

The Experience You Should Expect

Apex is a great place to truly learn about the financial services industry. We are a teaching and learning department. We have a strong group of associates, all of whom are highly collaborate and client centric focused. We care about our people and invest heavily in their professional and personal development, as well as their personal goals.

Educational Requirements:

• 3+ years of relevant experience in the financial industry

• Bachelor’s Degree in in Finance, Business Administration or equivalent experience required 

• Computer proficiency with Google, Microsoft Word, Excel, and PowerPoint

Responsibilities:

• Assisting partner firms via both electronic and telephone channels

• Managing partner firm and end investor escalations

• Create and maintain system documentation

• Assist team members with client escalations

• Support inquiries related to Operations

• Supervisory Daily/Monthly Checklists: Ownership of several Supervisory Checklists

• Tactical Projects and Support: Will facilitate projects, supervised by manager

• Strict adherence to established procedures and security controls

Qualifications:

• Must be a self-starter, flexible, innovative, and adaptive

• Strong interpersonal skills with the ability to work collaboratively and with people at all levels of the organization

• Ability to work both collaboratively and independently; ability to navigate a complex organization

• Advanced analytical skills

• Excellent project management and organizational skills and capability to handle multiple projects at one time

Working Environment:

• This role will work in a Nightshift schedule following Central Time Zone

• Willing work on a hybrid setup - 2x a week in office at 4th Ave, BGC, Taguig

​Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

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.

EEO Statement

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.

Disability Statement

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.