New Client Onboarding Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

SMArtX Advisory Solutions · 4 months ago

New Client Onboarding Specialist

positionWest Palm Beach, FL
timeFull-time
remoteOnsite
seniorityEntry Level
date1+ years exp

SMArtX Advisory Solutions is a fast-growing and innovative financial technology company located in West Palm Beach, Florida, seeking a New Client Onboarding Specialist to join their 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.

FinanceFinancial ServicesFinTech

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

Qualification

Client success experienceAccount managementFinancial services knowledgeMicrosoft Office SuiteCommunication skillsOrganizational skillsProblem-solving mindsetAttention to detailSelf-driven

Required

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

Company

SMArtX Advisory Solutions

twittertwittertwitter
company-logo
SMArtX Advisory Solutions is a UMA/SMA platform that provides advisors access to institutional quality managers.
dateFounded in 2014
location
West Palm Beach, Florida, USA
people-size51-200 employees
web-link
http://www.smartxadvisory.com/

Funding

Current Stage
Late Stage
Total Funding
$36M
Key Investors
MorningstarManchesterStory Group
2022-05-03Series D· $30M
2020-02-20Series C· $4M
2018-12-06Series B· $2M

Leadership Team

leader-logo
Aaron Wormus
CTO
linkedin
leader-logo
David Pologe
Executive Vice President of Sales
linkedin

Recent News

PR Newswire
SMArtX Advisory Solutions Expands Manager Marketplace with 17 New Strategies from Seven Leading Asset Management Firms
2025-11-14
PR Newswire
SMArtX Launches Automated Tax Loss Harvesting Enhancements for Scaled Execution
2025-10-16
PR Newswire
SMArtX Advisory Solutions Expands Manager Marketplace with 5 New Strategies from Four Leading Asset Management Firms
2025-10-13
Company data provided by crunchbase