Client Success Associate

We seek a motivated and dynamic individual to join our team as a Client Success Associate at SMArtX Advisory Solutions. As a leading player in the financial services industry we are committed to providing exceptional customer service and ensuring the success of our clients.

In this role you will be responsible for building and maintaining strong relationships with our clients ensuring their satisfaction and driving their success. You will work closely with our Client Success Manager to develop and implement strategies that optimize client engagement and retention.
Responsibilities:

• Proactively engage with clients to understand their needs and goals
• Provide timely and accurate responses to client inquiries and requests
• Identify opportunities to upsell or crosssell products and services
• Collaborate with internal teams to resolve client issues and ensure client satisfaction
• Conduct regular checkins and followups with clients to assess their satisfaction and address any concerns
• Assist in the onboarding process for new clients ensuring a smooth transition and successful implementation
• Conduct client trainings and workshops to enhance their understanding and utilization of our products and services
• Prepare and present reports on client performance and engagement to the Client Success Manager

Qualifications:

• Bachelors degree in Business Administration Finance or a related field
• 12 years of experience in a clientfacing role preferably in the financial services industry
• Strong communication and interpersonal skills
• Ability to build and maintain relationships with clients
• Excellent problemsolving and analytical abilities
• Proficiency in Microsoft Office Suite
• Knowledge of financial products and services
• Ability to work independently and as part of a team

If you are a selfmotivated individual passionate about delivering exceptional client service we would love to hear from you. Join our team at SMArtX Advisory Solutions and be part of a dynamic and innovative company in the financial services industry.

SMArtX Advisory Solutions was founded in 2018 and is a rapidly growing leading financial technology firm developing breakthrough innovations in the wealth management industry. If you want to work in a professional yet relaxed atmosphere with other dynamic individuals