What are the responsibilities and job description for the New Client Onboarding Specialist position at SmartX Advisory Solutions and Careers?
New Client Onboarding Specialist
Opportunity
SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a New Client Onboarding Specialist to join our Client Success team. This role is focused on ensuring a seamless onboarding experience for new clients, overseeing account activations, and supporting the successful adoption of the SMArtX platform.
As a New Account & Implementation Specialist, you will act as the primary liaison between advisors, internal teams, and operations to deliver accurate and efficient new account setups. You will help clients navigate onboarding, manage account-related requests, and ensure long-term success through strong communication, proactive problem-solving, and attention to detail.
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.
Qualifications
- 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.
About SMArtX Advisory Solutions
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading 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.