Client Success Manager

Opportunity

SMArtX Advisory Solutions a rapidly growing financial services technology company based in West Palm Beach Florida is seeking a Client Success Manager to drive the day-to-day operational execution behind our client relationships across Enterprise and Independent RIA firms FinTech companies Asset Managers TAMPs and Custodians. This role is assigned to a dedicated book of accounts and sits at the operational center of the client experience coordinating between the VP Client Strategy & Success the Onboarding team and Client Support to keep processes communications and initiatives moving without friction.

The Client Success Manager acts as the connective tissue for the account: translating strategic direction into action tracking commitments through to closure and surfacing issues before they become escalations. This role partners closely with the VP Client Strategy & Success absorbing the operational and coordination workload so the VP can stay focused on relationship strategy executive engagement and growth planning.

Position Requirements

• Strong project and process management skills with the ability to track multiple concurrent workstreams deliverables and deadlines across accounts.
• Working knowledge of Managed Accounts UMAs TAMPs and FinTech platform concepts sufficient to coordinate accurately across technical onboarding and support teams.
• Comfort operating inside ticketing and workflow systems (e.g. Jira Confluence) to log requests track status and maintain a clear audit trail of client activity.
• Excellent written and verbal communication skills with the ability to translate technical or operational detail into clear updates for clients and internal stakeholders alike.
• Strong follow-through and attention to detail; able to hold open items accountable across teams without needing constant prompting.
• Demonstrated ability to identify process gaps and design practical solutions with a bias toward automation and AI-enabled tools to streamline account operations reporting and communications.
• Comfort working across organizational lines Onboarding Client Support Product and Operations without formal authority over those teams relying on clarity follow-up and relationship-building to keep work moving.
• A proactive no dropped balls mindset someone who notices gaps in process or communication and closes them before they affect the client.
• Bachelors degree.
• 35 years of experience in client success account management implementation or operations roles ideally within financial services or FinTech.

Responsibilities

• Serve as the day-to-day operational point of contact for an assigned book of accounts working in close coordination with the VP Client Strategy & Success.
• Bridge communication and hand-offs between the Onboarding team Client Support and the client ensuring nothing falls into a gap between teams.
• Track and manage open action items initiatives and commitments for each assigned account following up until items are closed out.
• Monitor the status of onboarding requests support tickets and pricing or contract items in flight and provide the VP with a clear current picture of account activity.
• Prepare account status materials agendas and briefing notes to support the VPs client meetings and business reviews allowing the VP to walk in focused on strategy rather than status-gathering.
• Help coordinate scheduling and logistics for client meetings business reviews and cross-functional working sessions.
• Maintain visibility into client requests and tickets logged by Client Support and Onboarding (e.g. Jira/CSRI IPO support queues) ensuring accurate documentation and follow-through to resolution.
• Escalate emerging risks or delays to the VP Client Strategy & Success proactively with enough context to support a fast decision.
• Identify recurring operational pain points across assigned accounts and propose or build automation and AI-enabled solutions to reduce manual work and improve response time.
• Maintain up-to-date account documentation activity logs and health/status tracking for assigned accounts.
• Support the VP in preparing for and following up on executive-level interactions managing the operational thread so strategic conversations stay uninterrupted by administrative follow-up.
• Partner with Product Operations and Client Support to drive resolution of client issues and communicate outcomes back to the client and the VP.
• Identify recurring process gaps across accounts and recommend operational improvements to the Client Success team.

Reporting Relationship

The Client Success Manager works in close partnership with the VP Client Strategy & Success serving in a dedicated support capacity for assigned accounts. This role does not own account strategy or executive relationship management those remain with the VP but is accountable for the operational execution coordination and communication that make the strategy real day to day.

About SMArtX Advisory Solutions

Founded in 2018 SMArtX Advisory Solutions is a rapidly growing financial technology firm creating breakthrough innovations in the wealth management industry. We offer a professional yet relaxed work environment where dynamic individuals thrive.