Client Success & Operations Lead
smartx advisory solutionsWest Palm Beach (FL)
3 days ago
Occupations
General and Operations ManagersProject Management SpecialistsPersonal Service Managers, All OtherIndustries
Other Management Consulting ServicesAdministrative Management and General Management Consulting ServicesMarketing Consulting ServicesAbout the role
SMArtX Advisory Solutions, based in West Palm Beach, FL, seeks a Client Success Manager to drive day-to-day execution of client relationships across Enterprise and Independent RIAs, FinTechs, Asset Managers, TAMPs, and Custodians. You will coordinate between the VP, Onboarding, and Client Support to keep processes and communications moving smoothly.
The role emphasizes translating strategy into action, tracking commitments to closure, and surfacing issues before escalations.
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JOB OVERVIEW
Experience level
Senior
Location
West Palm Beach (FL)
Occupation
General and Operations Managers
Industry
Other Management Consulting Services
Posted
3 days ago
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