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Client Success Specialist - FinTech Platform
Job in
West Palm Beach, Palm Beach County, Florida, 33412, USA
Listed on 2026-07-03
Listing for:
SmartX Advisory Solutions
Full Time
position Listed on 2026-07-03
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Manager, Customer Service Rep, HelpDesk/Support, Customer Success Mgr./ CSM
Job Description & How to Apply Below
SmartX Advisory Solutions in West Palm Beach, Florida, is seeking a Client Success Associate to support advisors and clients. The role involves onboarding new clients, handling inquiries, and collaborating with teams to enhance client experiences.
The ideal candidate should have a Bachelor's degree and 1+ years of experience in financial services or customer service. Strong communication and organizational skills are necessary.
Join a dynamic team in an innovative financial technology firm offering opportunities for career growth!
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