Client Onboarding Specialist

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.

• 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.

• Bachelor’s 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.

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.

• Seniority level:
  Associate
• Employment type:
  
  Full-time
• Job function:
  Other