About SMArtX Advisory Solutions
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Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
West Palm Beach, FL, US
Year founded
2017
Full-time
Posted 26 days ago
Job description
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
Qualifications
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.
Skills Required
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More Details
Employment Type: Full Time Location: West Palm Beach , Florida , United States Experience Required: Entry Level Date Published: 04 Sep 2025
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.
Skills Required
null
More Details
Employment Type: Full Time Location: West Palm Beach , Florida , United States Experience Required: Entry Level Date Published: 04 Sep 2025
smartxadvisory.com
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Frequently asked questions
Q: What skills or qualities help someone succeed as a Customer Success Associate?
A: To succeed as a Customer Success Associate, key technical skills include proficiency in customer relationship management (CRM) software, data analysis tools, and product knowledge. Soft skills such as excellent communication, active listening, and problem-solving abilities are also crucial, as they enable the associate to build strong relationships with customers, identify and address pain points, and provide tailored solutions. By combining these technical and soft skills, a Customer Success Associate can deliver exceptional customer experiences, drive retention and growth, and set themselves up for career advancement in the field of customer success.
Q: What is the career path for a Customer Success Associate?
A: A Customer Success Associate typically starts as an entry-level role, progressing to a Customer Success Manager (CSM) position, and eventually, to a Senior Customer Success Manager or Director of Customer Success. Along the way, they develop skills in account management, relationship-building, and data analysis, as well as expertise in product knowledge, customer onboarding, and retention strategies. With experience and additional skills, they may also transition into leadership roles, such as a Customer Success Leader or Director of Customer Experience, or explore adjacent fields like sales, product management, or business development.
