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 ...
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 ...
Summary The Software Engineering Technology Associate Director leads the Client Access core ... Financial services experience, particularly with client-facing digital platforms, is preferred.
Summary The Software Engineering Technology Associate Director leads the Client Access core ... Financial services experience, particularly with client-facing digital platforms, is preferred.
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 ...
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 ...
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 ...
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 ...
Accounting Associate
West Palm Beach, FL · On-site +1
Accounting Associate About the Role SMArtX is seeking an Accounting Associate to join our ... About SMArtX Advisory Solutions SMArtX Advisory Solutions is a financial technology firm ...
Accounting Associate
West Palm Beach, FL · On-site +1
Accounting Associate About the Role SMArtX is seeking an Accounting Associate to join our ... About SMArtX Advisory Solutions SMArtX Advisory Solutions is a financial technology firm ...
Summary The Software Engineering Technology Associate Director leads the Client Access core ... Financial services experience, particularly with client-facing digital platforms, is preferred.
Summary The Software Engineering Technology Associate Director leads the Client Access core ... Financial services experience, particularly with client-facing digital platforms, is preferred.
HIM Associate
Jacksonville, FL · On-site
$16.61 - $22.95/hr
... technology-driven solutions that transform the patient experience and financial performance of ... As ourHIM Associate, you will help ensure patient health information is accurately captured ...
HIM Associate
Jacksonville, FL · On-site
$16.61 - $22.95/hr
... technology-driven solutions that transform the patient experience and financial performance of ... As ourHIM Associate, you will help ensure patient health information is accurately captured ...
HIM Associate
Jacksonville, FL · On-site
$16.61 - $22.95/hr
... technology-driven solutions that transform the patient experience and financial performance of ... As our HIM Associate, you will help ensure patient health information is accurately captured ...
HIM Associate
Jacksonville, FL · On-site
$16.61 - $22.95/hr
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One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small ... We are actively on the lookout for an Associate Attorney who's not only detail-oriented but also a ...
Quick apply
One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small ... We are actively on the lookout for an Associate Attorney who's not only detail-oriented but also a ...
One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small ... We are actively on the lookout for an Associate Attorney who's not only detail-oriented but also a ...
One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small ... We are actively on the lookout for an Associate Attorney who's not only detail-oriented but also a ...
One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small ... We are actively on the lookout for an Associate Attorney who's not only detail-oriented but also a ...
One Park Financial (OPF) is a leading Financial Technology company dedicated to empowering small ... We are actively on the lookout for an Associate Attorney who's not only detail-oriented but also a ...
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... financial functions. Responsibilities include analyzing general ledger accounts, daily cash ... with an associate's degree OR * Bachelor's Degree AND 1-year relevant experience Location:
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Financial Technology Associate information
See Florida salary details
$10.42 - $14.08
13% of jobs
$15.58 is the 25th percentile. Wages below this are outliers.
$14.08 - $17.74
30% of jobs
The median wage is $18.85 / hr.
$17.74 - $21.39
24% of jobs
$23.50 is the 75th percentile. Wages above this are outliers.
$21.39 - $25.05
14% of jobs
$25.05 - $28.71
4% of jobs
$28.71 - $32.37
3% of jobs
$32.37 - $36.03
2% of jobs
$36.03 - $39.68
3% of jobs
$39.68 - $43.34
2% of jobs
$43.34 - $47
2% of jobs
$47 - $50.66
2% of jobs
$10
$23
$50
How much do financial technology associate jobs pay per hour?
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The most popular types of Financial Technology jobs in Florida are:

Client Success Associate
West Palm Beach, FL • On-site
Full-time
Re-posted 16 days ago
Job description
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. You’ll 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
- Bachelor’s degree preferred (Business, Finance, or related field a plus).
- 0–1 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.
Employment Type: FULL_TIMEAbout SMArtX Advisory Solutions
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
West Palm Beach, FL, US
Year founded
2017