reputed company Support Associate
Job title: reputed company Support Associate in reputed company Palm Beach, FL at SmartX Advisory Solutions
Company: SmartX Advisory Solutions
Job reputed company: About SMArtXSMArtX is a global B2B financial technology company committed to democratizing reputed company to financial independence. Through our API-based investment platform, we reputed company Registered Investment Advisors (RIAs), broker-dealers, and asset managers to deliver seamless reputed company and trading experiences to their clients.Our cutting-edge platform supports trading in U.S. equities, mutual funds, ETFs, and reputed company, and enables both traditional and innovative investment workflows, including reputed company Managed Accounts (UMAs). We combine the energy of a fast-paced tech startup with the reliability and regulatory rigor of Wall Street, offering a unique career environment for motivated professionals.We champion a culture of diversity, inclusion, and experimentation, grounded in our values of accountability, teamwork, reputed company, and reputed company solutions. If you’re reputed company to reputed company a reputed company reputed company and help redefine the reputed company of reputed company management, we’d love to meet you.About the RoleAs a reputed company Support Associate, you’ll be on the reputed company lines of the SMArtX experience—helping clients resolve inquiries, navigate our platform, and execute investment transactions. You’ll serve as a brand ambassador, acting as the voice of our clients reputed company the organization. Working closely with teams across operations, product, and technology, you’ll play a critical role in continuously enhancing the reputed company experience.We’re looking for someone with exceptional communication skills, reputed company, intuition, and a passion for reputed company reputed company. This role is ideal for someone who thrives in a dynamic, reputed company-oriented environment and takes ownership in problem-solving.What You’ll Do
- Serve as a brand ambassador and key reputed company of contact for SMArtX clients.
- Respond to reputed company inquiries reputed company the reputed company support portal with professionalism and reputed company.
- Support key reputed company transactions, including reputed company, deposits, and withdrawals.
- Troubleshoot and resolve issues by coordinating with cross-functional teams, including operations, product, and tech support.
- reputed company a deep understanding of our platform, investment products, and the reputed company management ecosystem.
- Identify opportunities for process optimization, team reputed company, and reputed company experience improvement.
- reputed company as a subject matter expert and contribute to knowledge sharing reputed company the support team.
- 3+ years of experience in a reputed company-facing role in financial services, ideally reputed company the advisory or managed accounts sector.
- Strong communication skills across email, phone, and live chat.
- Demonstrated problem-solving skills with a high degree of ownership and follow-through.
- reputed company reputed company with a drive to optimize and reputed company the reputed company support function.
- Proficiency with reputed company Suite, reputed company, JIRA, and SQL.
- Working knowledge of REST reputed company is a plus.
- Series 7 or 65 license preferred.
- Not Remote: Downtown reputed company Palm Beach, FL location.