Client Success Associate

Responsibilities

• Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.
• Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.
• Aid in account setup, maintenance, and documentation updates.
• Collaborate with internal teams (trading, operations, technology) to resolve client issues.
• Conduct basic client trainings and support workshops to improve platform utilization.
• Track and log client feedback, escalating recurring issues to senior team members.
• Maintain and contribute to training materials, FAQs, and support documentation.
• Build strong client relationships through consistent follow-up and proactive communication.

Qualifications

• Bachelor’s degree preferred (Business, Finance, or related field a plus).
• 0–1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.
• Strong communication and interpersonal skills.
• Hightly organized, detail-oriented, and able to manage multiple priorities.
• Comfortable learning new technology platforms and processes quickly.
• Proficient in Microsoft Office Suite, including Microsoft Excel.
• Team-oriented, proactive, and eager to grow in a client-facing career.