SMArtX Advisory Solutions
New Account & Implementation Specialist
SMArtX Advisory Solutions, West Palm Beach, Florida, United States, 33412
Overview
SMArtX Advisory Solutions, a fast-growing financial technology company located in West Palm Beach, Florida, is seeking a
New Account & Implementation Specialist
to join our Client Success team. This role focuses on ensuring a seamless onboarding experience for new clients, overseeing account activations, and supporting the successful adoption of the SMArtX platform. Responsibilities
Guide new clients through the onboarding and implementation process, ensuring smooth adoption of the SMArtX platform. Review and activate new accounts, including account setup, mappings, and required documentation. Enable and disable account trading per advisor requests. Manage account maintenance, including updates, closures, and modifications. Act as the main point of contact between advisors, traders, operations, and portfolio accounting teams for account-related matters. Communicate daily account status updates, maintenance requests, and follow-ups with clients. Collaborate with the implementation team for seamless handoffs during new onboarding. Assist in migrating existing client portfolios to the SMArtX platform. Escalate and resolve extraordinary account circumstances in partnership with internal teams. Prepare and update client-facing and internal documentation to support onboarding and account management processes. Contribute feedback and ideas to improve platform onboarding workflows and client experience. Qualifications
Bachelors degree preferred (Business, Finance, or related field a plus). 1+ years of experience in client success, account management, or client service, preferably in financial services or fintech (not required). Strong organizational skills with the ability to manage multiple client accounts simultaneously. Excellent communication and interpersonal skills; able to liaise effectively between clients and internal teams. High attention to detail and accuracy in handling account data and documentation. Proficiency in Microsoft Office Suite; ability to quickly learn new software. Problem-solving mindset with the ability to resolve client and account-related issues quickly. Self-driven, proactive, and passionate about delivering an outstanding client experience. About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm developing breakthrough innovations in the wealth management industry. We foster a professional yet relaxed atmosphere where motivated individuals thrive and contribute to building strong, long-lasting client relationships. Additional job details
Seniority level: Associate Employment type: Full-time Job function: Other
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SMArtX Advisory Solutions, a fast-growing financial technology company located in West Palm Beach, Florida, is seeking a
New Account & Implementation Specialist
to join our Client Success team. This role focuses on ensuring a seamless onboarding experience for new clients, overseeing account activations, and supporting the successful adoption of the SMArtX platform. Responsibilities
Guide new clients through the onboarding and implementation process, ensuring smooth adoption of the SMArtX platform. Review and activate new accounts, including account setup, mappings, and required documentation. Enable and disable account trading per advisor requests. Manage account maintenance, including updates, closures, and modifications. Act as the main point of contact between advisors, traders, operations, and portfolio accounting teams for account-related matters. Communicate daily account status updates, maintenance requests, and follow-ups with clients. Collaborate with the implementation team for seamless handoffs during new onboarding. Assist in migrating existing client portfolios to the SMArtX platform. Escalate and resolve extraordinary account circumstances in partnership with internal teams. Prepare and update client-facing and internal documentation to support onboarding and account management processes. Contribute feedback and ideas to improve platform onboarding workflows and client experience. Qualifications
Bachelors degree preferred (Business, Finance, or related field a plus). 1+ years of experience in client success, account management, or client service, preferably in financial services or fintech (not required). Strong organizational skills with the ability to manage multiple client accounts simultaneously. Excellent communication and interpersonal skills; able to liaise effectively between clients and internal teams. High attention to detail and accuracy in handling account data and documentation. Proficiency in Microsoft Office Suite; ability to quickly learn new software. Problem-solving mindset with the ability to resolve client and account-related issues quickly. Self-driven, proactive, and passionate about delivering an outstanding client experience. About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing financial technology firm developing breakthrough innovations in the wealth management industry. We foster a professional yet relaxed atmosphere where motivated individuals thrive and contribute to building strong, long-lasting client relationships. Additional job details
Seniority level: Associate Employment type: Full-time Job function: Other
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