Operations Specialist (Banking)

Apex Fintech Solutions

Apex Fintech Solutions

Dallas, TX, USA
Posted on Tuesday, August 22, 2023


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


Start your career by joining a thriving, successful team enabling innovation within the financial services industry.  Apex Clearing is seeking a Operations Specialist (Banking) to build strong relationships with business partners, correspondents, and colleagues, serving as a point of contact for Apex Clearing customers in as it relates banking functions and products.

We’re looking for someone who:

  • Is passionate. You have a genuine passion for delivering solutions that help grow a client’s business.

  • Is motivated. You’re driven to be the best. You challenge yourself by setting goals, crushing them, and helping your teammates do the same.

  • Is collaborative. You’re excited to work with others throughout the organization to help create a great experience for new clients.

  • Wants to make an impact. You’re looking to do amazing work. You’re all about finding innovative, new ways to deliver for clients.  

  • Operates with integrity. You always conduct yourself with honesty and operate ethically. You say what you mean, and mean what you say.

What you’ll do all day:

  • Follow policies and procedures to set up customers for success and mitigate risk. You’ll work with clients and Apex operational units to process transactions like Automated Clearing House (ACH) setup/transactions, check deposits/disbursements, incoming/outgoing wires, check writing/debit card product and FDIC sweep program – just to name a few!

  • Build relationships. In addition to building strong relationships with Apex customers, you’ll also interface with many internal groups to foster client success.

  • Support customers. Help troubleshoot customer issues and assist with daily transaction processing questions.

  • Impact our business. Each day you’ll have the opportunity to do good work that directly impacts the growth of our business

A few reasons why you might love us:

  • We’re a leader in the space. We’ve got an amazing track record of success and we foster ongoing innovation. So you get all the benefits of a proven, growing company, while enjoying a very entrepreneurial culture.

  • The team is really motivating. You’ll work with people who are as energetic, smart, and determined as you are. You’ll be managed by the best, too.

  • Your work will be immediately impactful. You’ll be able to see your direct impact on our growth. You won’t be just another cog in the wheel

The skills you’ll need to succeed:

  • Bachelor’s degree or comparable work experience required

  • Excellent communication skills both written and verbal

  • Ability to organize and manage multiple priorities/task simultaneously in a fast- paced environment

  • Computer proficiency in Microsoft Word, Excel, and Outlook

  • Series 99 (preferred day 1 / required within 90 days)

  • Plus: Prior experience in financial/securities industry back office, middle office, operations or customer service

#operations #entry-level #full-time #LI-JC1



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.

AFS is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, natural or protective hairstyle, genetics, disability, age, or any other basis forbidden under federal, state, or local law.