Client Success Specialist - FinTech Platform
SmartX Advisory Solutions
SmartX Advisory Solutions in West Palm Beach, Florida, is seeking a Client Success Associate to support advisors and clients. The role involves onboarding new clients, handling inquiries, and collaborating with teams to enhance client experiences. The ideal candidate should have a Bachelor's degree and 1+ years of experience in financial services or customer service. Strong communication and organizational skills are necessary. Join a dynamic team in an innovative financial technology firm offering opportunities for career growth! #J-18808-Ljbffr SmartX Advisory Solutions
- ...Acrisure is a global Fintech leader that combines the... ...and individual clients. We connect clients to... ...s footprint. The most successful sales professionals today... ...service teams and marketing specialists to deliver... ...using CRM and engagement platforms to personalize outreach...PlatformImmediate startFlexible hours
- ...Client Success Associate SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach... ...management clients while gaining hands‑on experience with the SMArtX platform. You’ll learn how to onboard new clients, resolve inquiries,...PlatformPart timeInternshipWork at office
$24 - $34 per hour
...Job Description: Title: Payroll & Client Service Specialist Fully Remote, though hybrid... ...focuses on optimizing the UKG Ready platform experience across the Payroll, HRMS,... ...train clients, troubleshoot issues, and successfully import data ~ Current FPC or CPP...PlatformHourly payWork at officeRemote work- VP, Client Strategy & Success Opportunity SMArtX Advisory Solutions, a rapidly growing financial services... ...and Independent RIA firms, FinTech companies, Asset Managers, TAMPs, and... ...broader FinTech ecosystem. Passion for our platform’s capabilities—and for driving client...PlatformContract work
- ...Palm Beach, Florida, is seeking a VP of Client Strategy & Success to lead their client engagement efforts.... ...years of experience in financial services or FinTech, adept at managing complex client relationships and driving platform adoption. The successful candidate will...Platform
- ...communication, and enjoys providing exceptional client experiences. Key Responsibilities:... ...using digital tools, email, and chat platforms for remote work Ability to work... ...to company resources and tools to ensure success Exclusive employee perks Equal Opportunity...PlatformRemote workFlexible hours
- An established industry player is seeking a Client Success Coordinator to facilitate seamless communication between clients and internal teams. This dynamic role involves taking detailed notes during meetings, delegating tasks effectively, and ensuring client needs are...
- ...Client Specialist As a Client Specialist, you will: Be responsible for the client service and business operation functions of one or more... ...CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings,...PlatformWork experience placementWork at officeFlexible hours
- ...estate industry with our end-to-end platform that empowers residential real... ...exceptional service to seller and buyer clients. As a Customer Success Manager you are the first person... ...and being the liaison to marketing specialists for more complex support requests...PlatformWork at officeRemote workFlexible hours
- ...-person and virtual visits through a secure online telehealth platform. Our services include Psychiatric/Psychological Evaluations, Medication... ...resumes and employability in the healthcare field. After successfully completing the program, you will receive a Certificate of...PlatformInternshipWork at officeFlexible hours
- ...revenue accuracy, billing integrity, and timely reporting across clients, advisors, and partners. The position is based in our West Palm... ...and the architect of the SMArtX Turnkey Asset Management Platform (TAMP). We build UMA solutions by leveraging cloud-based technology...PlatformWork at office
$20 per hour
...seeking a driven, detail-oriented Customer Success Coordinator who thrives at the... ...and coordinate internally with a hub sub‑specialist for secondary‑mode freight execution— a... ...industry experience. FreightPOP or TMS platform experience; familiarity with NetSuite Freight...PlatformImmediate start- ...other industries. We've found tremendous success taking people with careers as... ...annuities). Please note that we visit clients IN PERSON. This is not a work-from-home... ...successful agents in the industry and a platform designed to empower agents along a trajectory...PlatformWeekly payWork at office
$96.8k
...becoming an international leading SaaS and platforms business provider for Small to Medium-Sized... ...better manage their time, communicate with clients, and get paid so they can take control of their business and be more successful. Thryv is a seven-time winner of Selling Power...PlatformFull timeLocal areaRemote workWork from homeHome officeDay shift- ...part-time role is vital to our continued success in today's retail landscape. You'll engage... ..., and prioritizing unparalleled client satisfaction. The Store Associate will support... ...business-to-business (B2B) distribution platform and omnichannel presence, which includes...PlatformPart timeWork at officeLocal area
- ...Customer Representative, you will play a key role in supporting our clients throughout their travel journey from the moment they book to... ...to client inquiries via email, phone, and messaging platforms. Assist with travel bookings, changes, cancellations, and special...PlatformImmediate startRemote workFlexible hours
- ...is a media sales team focused on driving results for clients by leveraging multimedia content platforms and digital assets. Role Summary This role involves... ...existing clients, closing deals, and delivering measurable success through innovative media solutions. Key...PlatformLocal areaShift work
- ...engage with new and existing clients and show them how our innovative... ...and deliver measurable success. If you're energized by building... ...awareness across various multimedia platforms. Market Research: Conduct in-... ...a seasoned business support specialist or just getting started, we...PlatformLocal areaFlexible hours
- ...collaboration, innovation, and fun, where success is shared, and no one feels alone. With... ...Proprietary Connie Health Agent Platform with powerful recommendation and quoting... ...sale customer support. We assist your clients with insurance issues and provider selectionallowing...PlatformRemote jobLocal areaFlexible hours
- ...sales acumen through ongoing coaching, training, and hands‑on platform experience Demonstrate consistent performance within a structured... ...than 5% of the time. Must be 18 years of age or older. Must successfully complete pre‑employment screening process, as required. Must...PlatformTemporary work
- ...that allows you to dominate market share. Stryker's visualization platform enables you to distinguish anatomy across all minimally... ...sets ambitious goals for personal achievement and organizational success. He/she measures success against the best internal and external...PlatformFor contractorsWork at officeNight shift
$2,146 per week
...and building lasting relationships. · Fast-Track to Travel Platform: Our platform offers our clinicians an all-in-one hub for finding... ...experts, ranked top in the industry, to support their success, from payroll to clinical support to compliance. FlexCare...PlatformFull timeContract workLocal areaImmediate startShift work- ...Job Description Level All is hiring an Analyst, Partner Success to join our Sales and Partnerships team. In this role, you'll own... .... Gather and relay product feedback from partners to inform platform improvements. Support the team in refining processes and systems...Platform
- ...on-trend fashion at an exceptional value. We attribute our success to a culture of innovation that spans across our six offices in... ...Interviews are conducted via phone, in person, or through the approved platforms Teams or Zoomnever via messaging apps or other calling services...PlatformPart timeWork experience placementWeekend workAfternoon shift
$15 per hour
...every interaction You meet and exceed sales goals through successful upselling and cross-selling, motivated by performance-based earnings... ...00 billion and around 9,000 employees worldwide. Our mobility platform ONE combines our products SIXT rent (car rental), SIXT share (...PlatformHourly payWorldwideFlexible hoursShift workNight shift$100k
...This role isn't just a job, but a thrilling journey of building success stories and enhancing profitability store by store, with your... ...convenience industries is highly preferred. ~ Experience with CRM platforms - SalesForce, SAP. EEO Statement: Performance Food...PlatformWork at officeLocal areaMonday to FridayNight shift- ...engage with new and existing clients and show them how our innovative... ...and deliver measurable success. If you're energized by building... ...how our multi‑media content platforms and digital assets can drive... ...tangible impacts. Our media sales specialist isn't just selling ads; they'...PlatformLocal areaFlexible hoursShift work
- ...partner, Parkes & Co., who connects small call center companies, run by people like you, to prestigious Fortune 500 clients through a virtual platform. Parkes & Co. provides the clients, you provide the service. YOU have the power to choose your clients, and schedule...PlatformRemote workWork from homeLong distance
- ...organized digital files, contacts, and records Liaise with vendors, clients, hospitality teams, and internal staff Handle last‑minute... ...Proficiency with Google Workspace, Microsoft Office, and scheduling platforms Comfortable working flexible hours when needed, a few remote...PlatformWork at officeRemote workFlexible hoursWeekend work
- ...need at LPL Financial to shape your success while helping clients pursue their financial goals.Job Overview... ...productivity (e.g., new technology, platform enhancements)What are we looking for?... ...models, investment solutions, fintech tools and practice management services...PlatformWork at officeWork from home
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