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 you’re ready to make a real 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 front 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 within 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, 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 You’ll 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.
- 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.