Job#: 3037784

Job Description:

We are seeking a highly organized and client-focused professional to join our team as a Senior Service Support Specialist / Project Coordinator. This role sits at the intersection of client service, operations, and project coordination—supporting financial advisors, internal stakeholders, and client initiatives while ensuring a seamless, high-quality service experience.

This is an excellent opportunity for someone who thrives in a fast-paced environment, enjoys multitasking, and is passionate about delivering exceptional service while supporting key business initiatives.

• Serve as a primary point of contact for incoming inquiries via phone and written communication from clients, advisors, and internal partners
• Provide accurate, timely, and complete responses while delivering a high-quality client experience
• Partner with Financial Advisors to support business plans and execute against a defined client service model
• Perform daily administrative and operational tasks including calendar management, travel coordination, expense reporting, and meeting logistics
• Maintain and organize documentation, files, and records

• Support multiple projects simultaneously by coordinating tasks, tracking progress, and ensuring deadlines are met
• Assist with intake of new requests, including gathering requirements and organizing workflows
• Help evaluate and prioritize requests to support advisor decision-making
• Ensure effective communication and alignment across stakeholders and project teams
• Monitor project milestones and proactively address potential risks or delays

• Assist with maintaining marketing materials, including digital and social media content
• Support client event planning, seminars, and advisor engagement initiatives
• Contribute to internal initiatives and business improvement efforts

• Actively participate in training programs, professional development, and ongoing education
• Stay current on policies, procedures, systems, and firm capabilities
• Maintain knowledge of tools and platforms to effectively support clients and advisors

• Effectively managing multiple priorities in a fast-paced environment
• Consistently meeting key deadlines and deliverables
• Delivering a positive and seamless experience for advisors and clients
• Demonstrating strong collaboration and communication across teams

• High school diploma required; bachelor’s degree preferred
• Prior experience in customer service, operations, or administrative support
• Experience coordinating tasks or supporting projects is a plus
• Financial services experience is a plus but not required
• Proficiency in Microsoft Office (Excel, Word, Outlook); Salesforce experience is a plus
• Strong typing and computer skills

• Excellent verbal and written communication
• Strong interpersonal and client service skills
• High attention to detail and organizational ability
• Ability to multitask and manage competing priorities
• Sound judgment, problem-solving, and conflict resolution skills
• Adaptability and comfort in a fast-changing environment
• Collaborative mindset with a proactive, resourceful approach

• Onsite role with flexibility for one remote day per week
• Flexible working hours based on team and business needs
• Initial project duration of approximately 6 months

• Two rounds:
  • Initial interview with hiring leader
  • Final interview with team for introduction and alignment

You’ll play a critical role supporting both client service delivery and internal business operations—gaining exposure to advisors, projects, and strategic initiatives while building valuable skills in a collaborative environment.

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Everforth Apex and its affiliates, and contracted partners. Frequency varies for text messages. Message and data rates may apply. Carriers are not liable for delayed or undelivered messages. You can reply STOP to cancel and HELP for help. You can access our privacy policy at https://www.apexsystems.com/privacy-policy

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.

Everforth 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. Everforth Apex will consider qualified applicants with criminal histories in a manner consistent with the requirements of applicable law.

If you require an accommodation under the Americans with Disabilities Act to participate in an interview with a virtual recruiter or to use our website for a search or application, please contact our Benefits Department at [email protected] or 804-523-8228. Please note that this contact information is strictly to be used for medical ADA accommodations and that no other inquiries will be answered.

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