Client Success Associate
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Job Location:
West Palm Beach, FL - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Client Success Associate
Opportunity
SMArtX Advisory Solutions a fast-growing and innovative financial technology company located in West Palm Beach Florida is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services client success and investment technology.
As a Client Success Associate you will provide support to our advisors brokers and wealth management clients while gaining hands-on experience with the SMArtX platform. Youll learn how to onboard new clients resolve inquiries and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive detail-oriented and passionate about helping others succeed.
Responsibilities
- Support the onboarding process for new clients ensuring smooth adoption of the SMArtX platform.
- Provide timely and accurate responses to client inquiries via email chat phone and Intercom communications.
- Assist with account setup maintenance and documentation updates.
- Collaborate with internal teams (trading operations technology) to resolve client issues.
- Conduct basic client trainings and support workshops to improve platform utilization.
- Track and log client feedback escalating recurring issues to senior team members.
- Maintain and contribute to training materials FAQs and support documentation.
- Build strong client relationships through consistent follow-up and proactive communication.
Qualifications
- Bachelors degree preferred (Business Finance or related field a plus).
- 01 year of professional experience; internships part-time roles or academic projects in financial services technology or customer service are a plus.
- Strong communication and interpersonal skills.
- Highly organized detail-oriented and able to manage multiple priorities.
- Comfortable learning new technology platforms and processes quickly.
- Proficient in Microsoft Office Suite including Microsoft Excel.
- Team-oriented proactive and eager to grow in a client-facing career.
Why Join SMArtX
Founded in 2018 SMArtX Advisory Solutions is a rapidly growing leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive learn and grow alongside a team of dynamic professionals.
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
