Client Support Associate (Remote)
Job title: Client Support Associate (Remote) in West Palm Beach, FL at SmartX Advisory Solutions
Company: SmartX Advisory Solutions
Job description: About SMArtXSMArtX is a global B2B financial technology company committed to democratizing access to financial independence. Through our API-based investment platform, we empower Registered Investment Advisors (RIAs), broker-dealers, and asset managers to deliver seamless investing and trading experiences to their clients.Our cutting-edge platform supports trading in U.S. equities, mutual funds, ETFs, and options, and enables both traditional and innovative investment workflows, including Unified Managed Accounts (UMAs). We combine the energy of a fast-paced tech startup with the reliability and regulatory rigor of Wall Street, offering a unique career environment for motivated professionals.We champion a culture of diversity, inclusion, and experimentation, grounded in our values of accountability, teamwork, integrity, and scalable solutions. If youâre ready to make a real impact and help redefine the future of wealth management, weâd love to meet you.About the RoleAs a Client Support Associate, youâll be on the front lines of the SMArtX experienceâhelping clients resolve inquiries, navigate our platform, and execute investment transactions. Youâll serve as a brand ambassador, acting as the voice of our clients within the organization. Working closely with teams across operations, product, and technology, youâll play a critical role in continuously enhancing the client experience.Weâre looking for someone with exceptional communication skills, empathy, intuition, and a passion for client success. This role is ideal for someone who thrives in a dynamic, growth-oriented environment and takes ownership in problem-solving.What Youâll Do
Serve as a brand ambassador and key point of contact for SMArtX clients.
Respond to client inquiries via the Intercom support portal with professionalism and empathy.
Support key client transactions, including onboarding, deposits, and withdrawals.
Troubleshoot and resolve issues by coordinating with cross-functional teams, including operations, product, and tech support.
Develop a deep understanding of our platform, investment products, and the wealth management ecosystem.
Identify opportunities for process optimization, team growth, and client experience improvement.
Act as a subject matter expert and contribute to knowledge sharing within the support team.
What Youâll Need
3+ years of experience in a client-facing role in financial services, ideally within the advisory or managed accounts sector.
Strong communication skills across email, phone, and live chat.
Demonstrated problem-solving skills with a high degree of ownership and follow-through.
Collaborative mindset with a drive to optimize and evolve the client support function.
Proficiency with Google Suite, Intercom, JIRA, and SQL.
Working knowledge of REST APIs is a plus.
Series 7 or 65 license preferred.
Remote: This is a remote position with a 4-week in-office training.
Why Join SMArtXFounded in 2018, SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative, collaboration, and growth. If youâre excited to work in a dynamic, high-growth environment with a mission to transform investment technology, we encourage you to apply.Compensation package offerings are based on candidate experience and technical qualifications related to the role. These are identified and determined throughout your interviewing experience.
Expected salary:
Location: West Palm Beach, FL
Apply for the job now!
Apply Now
Company: SmartX Advisory Solutions
Job description: About SMArtXSMArtX is a global B2B financial technology company committed to democratizing access to financial independence. Through our API-based investment platform, we empower Registered Investment Advisors (RIAs), broker-dealers, and asset managers to deliver seamless investing and trading experiences to their clients.Our cutting-edge platform supports trading in U.S. equities, mutual funds, ETFs, and options, and enables both traditional and innovative investment workflows, including Unified Managed Accounts (UMAs). We combine the energy of a fast-paced tech startup with the reliability and regulatory rigor of Wall Street, offering a unique career environment for motivated professionals.We champion a culture of diversity, inclusion, and experimentation, grounded in our values of accountability, teamwork, integrity, and scalable solutions. If youâre ready to make a real impact and help redefine the future of wealth management, weâd love to meet you.About the RoleAs a Client Support Associate, youâll be on the front lines of the SMArtX experienceâhelping clients resolve inquiries, navigate our platform, and execute investment transactions. Youâll serve as a brand ambassador, acting as the voice of our clients within the organization. Working closely with teams across operations, product, and technology, youâll play a critical role in continuously enhancing the client experience.Weâre looking for someone with exceptional communication skills, empathy, intuition, and a passion for client success. This role is ideal for someone who thrives in a dynamic, growth-oriented environment and takes ownership in problem-solving.What Youâll Do
Serve as a brand ambassador and key point of contact for SMArtX clients.
Respond to client inquiries via the Intercom support portal with professionalism and empathy.
Support key client transactions, including onboarding, deposits, and withdrawals.
Troubleshoot and resolve issues by coordinating with cross-functional teams, including operations, product, and tech support.
Develop a deep understanding of our platform, investment products, and the wealth management ecosystem.
Identify opportunities for process optimization, team growth, and client experience improvement.
Act as a subject matter expert and contribute to knowledge sharing within the support team.
What Youâll Need
3+ years of experience in a client-facing role in financial services, ideally within the advisory or managed accounts sector.
Strong communication skills across email, phone, and live chat.
Demonstrated problem-solving skills with a high degree of ownership and follow-through.
Collaborative mindset with a drive to optimize and evolve the client support function.
Proficiency with Google Suite, Intercom, JIRA, and SQL.
Working knowledge of REST APIs is a plus.
Series 7 or 65 license preferred.
Remote: This is a remote position with a 4-week in-office training.
Why Join SMArtXFounded in 2018, SMArtX Advisory Solutions is at the forefront of innovation in the wealth management space. We foster a professional yet relaxed culture that values initiative, collaboration, and growth. If youâre excited to work in a dynamic, high-growth environment with a mission to transform investment technology, we encourage you to apply.Compensation package offerings are based on candidate experience and technical qualifications related to the role. These are identified and determined throughout your interviewing experience.
Expected salary:
Location: West Palm Beach, FL
Apply for the job now!
Apply Now