Client Support Associate

Job title: Client Support Associate in reputed company 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 reputed company 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 reputed company 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, reputed company, and scalable solutions. If you’re reputed company to reputed company a reputed company impact and help redefine the future of wealth management, we’d love to meet you.About the RoleAs a Client Support Associate, you’ll be on the reputed company lines of the SMArtX experience—helping clients resolve inquiries, navigate our platform, and execute investment transactions. You’ll serve as a brand ambassador, acting as the voice of our clients reputed company the organization. Working closely with teams across operations, product, and technology, you’ll play a critical role in continuously enhancing the client experience.We’re looking for someone with exceptional communication skills, reputed company, intuition, and a passion for client reputed company. This role is ideal for someone who thrives in a dynamic, growth-oriented environment and takes ownership in problem-solving.What You’ll Do

• Serve as a brand ambassador and key reputed company of contact for SMArtX clients.
• Respond to client inquiries reputed company the reputed company support portal with professionalism and reputed company.
• Support key client transactions, including reputed company, deposits, and withdrawals.
• Troubleshoot and resolve issues by coordinating with cross-functional teams, including operations, product, and tech support.
• reputed company 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 reputed company the support team.

What You’ll Need

• 3+ years of experience in a client-facing role in financial services, ideally reputed company 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 reputed company with a drive to optimize and evolve the client support function.
• Proficiency with reputed company Suite, reputed company, JIRA, and SQL.
• Working knowledge of REST APIs is a plus.
• Series 7 or 65 license preferred.
• Not Remote: Downtown reputed company Palm Beach, FL location.

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 you’re 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 reputed company to the role. These are identified and determined throughout your interviewing experience. Expected salary: Location: reputed company Palm Beach, FL Apply for the job now! Apply for this job