Client Success Associate
smartxadvisory
About this role
SMArtX Advisory Solutions is seeking a Client Success Associate to support client onboarding, address inquiries, and collaborate with internal teams in a financial technology environment. The role provides opportunities for career growth and experience in financial services, client success, and investment technology.
Skills
Qualifications
About smartxadvisory
smartxadvisory.comSMArtX Advisory Solutions provides managed accounts technology built for financial services. Their platform automates model-driven portfolio construction, trade generation and execution, and back-office workflows to support separately managed accounts, unified managed accounts, and model delivery. SMArtX serves RIAs, broker‑dealers, asset managers and wealth platforms, helping firms scale operations, improve efficiency, and deliver consolidated reporting. The company offers configurable, integrable software and services focused on streamlining compliance and custodian connectivity for advisors and institutions.
About smartxadvisory
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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