Client Support Associate
Client Support Associate
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1 Vacancy
Job Description
About SMArtX
SMArtX is a global B2B financial technology company committed to democratizing access to financial independence. Through our APIbased investment platform we empower Registered Investment Advisors (RIAs) brokerdealers and asset managers to deliver seamless investing and trading experiences to their clients.
Our cuttingedge platform supports trading in U.S. equities mutual funds ETFs and options and enables both traditional and innovative investment workflows including Unified Managed Accounts (UMAs). We combine the energy of a fastpaced tech startup with the reliability and regulatory rigor of Wall Street offering a unique career environment for motivated professionals.
We champion a culture of diversity inclusion and experimentation grounded in our values of accountability teamwork integrity and scalable solutions. If youre ready to make a real impact and help redefine the future of wealth management wed love to meet you.
About the Role
As a Client Support Associate youll be on the front lines of the SMArtX experiencehelping clients resolve inquiries navigate our platform and execute investment transactions. Youll serve as a brand ambassador acting as the voice of our clients within the organization. Working closely with teams across operations product and technology youll play a critical role in continuously enhancing the client experience.
Were looking for someone with exceptional communication skills empathy intuition and a passion for client success. This role is ideal for someone who thrives in a dynamic growthoriented environment and takes ownership in problemsolving.
What Youll Do
- Serve as a brand ambassador and key point of contact for SMArtX clients.
- Respond to client inquiries via the Intercom support portal with professionalism and empathy.
- Support key client transactions including onboarding deposits and withdrawals.
- Troubleshoot and resolve issues by coordinating with crossfunctional teams including operations product and tech support.
- Develop a deep understanding of our platform investment products and the wealth management ecosystem.
- Identify opportunities for process optimization team growth and client experience improvement.
- Act as a subject matter expert and contribute to knowledge sharing within the support team.
What Youll Need
- 3 years of experience in a clientfacing role in financial services ideally within the advisory or managed accounts sector.
- Strong communication skills across email phone and live chat.
- Demonstrated problemsolving skills with a high degree of ownership and followthrough.
- Collaborative mindset with a drive to optimize and evolve the client support function.
- Proficiency with Google Suite Intercom JIRA and SQL.
- Working knowledge of REST APIs is a plus.
- Series 7 or 65 license preferred.
- Not Remote: Downtown West Palm Beach FL location.
Why Join SMArtX
Founded in 2018 SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative collaboration and growth. If youre excited to work in a dynamic highgrowth environment with a mission to transform investment technology we encourage you to apply.
Compensation package offerings are based on candidate experience and technical qualifications related to the role. These are identified and determined throughout your interviewing experience.
Employment Type
Full Time
