Client Success Associate

Recooty; West Palm Beach (FL); On-site; USD 40,000 - 55,000; Full time

Job summary

A leading financial technology firm in West Palm Beach, Florida is seeking a Client Success Associate to support client onboarding and inquiries. Ideal for those with strong communication skills, this role offers valuable experience in a dynamic environment. Join a team dedicated to client success while developing your career in financial services.

Qualifications

• 0–1 year of professional experience in financial services, technology, or customer service.
• Comfortable learning new technology platforms quickly.
• Team-oriented and proactive.

Responsibilities

• Support the onboarding process for new clients.
• Provide timely responses to client inquiries.
• Conduct basic client trainings to improve platform utilization.

Skills

Strong communication and interpersonal skills

Highly organized and detail-oriented

Proficient in Microsoft Office Suite

Education

Bachelor's degree preferred (Business, Finance, or related field)

Job description

Overview

Client Success Associate

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.