We seek a motivated and dynamic individual to join our team as a Client Success Associate at SMArtX Advisory Solutions. As a leading player in the financial services industry, we are committed to providing exceptional customer service and ensuring the success of our clients.

In this role, you will build and maintain strong relationships with our clients, ensuring their satisfaction and driving their success. You will work closely with our Client Success Manager to develop and implement strategies that optimize client engagement and retention.

Responsibilities

Proactively engage with clients to understand their needs and goals
Provide timely and accurate responses to client inquiries and requests
Identify opportunities to upsell or cross-sell products and services
Collaborate with internal teams to resolve client issues and ensure client satisfaction
Conduct regular check-ins and follow-ups with clients to assess their satisfaction and address any concerns
Assist in the onboarding process for new clients, ensuring a smooth transition and successful implementation
Conduct client trainings and workshops to enhance their understanding and utilization of our products and services
Prepare and present reports on client performance and engagement to the Client Success Manager

Qualifications

Bachelor's degree in Business Administration, Finance, or a related field
1-2 years of experience in a client-facing role, preferably in the financial services industry
Strong communication and interpersonal skills
Ability to build and maintain relationships with clients
Excellent problem-solving and analytical abilities
Proficiency in Microsoft Office Suite
Knowledge of financial products and services
Ability to work independently and as part of a team

If you are a self-motivated individual passionate about delivering exceptional client service, we would love to hear from you. Join our team at SMArtX Advisory Solutions and be part of a dynamic and innovative company in the financial services industry. SMArtX Advisory Solutions was founded in 2018 and is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. If you want to work in a professional yet relaxed atmosphere with other dynamic individuals, submit your resume tocareers@smartxadvisory.com.

SMArtX Advisory Solutions jobs

Client Success Associate