We are a growing, dedicated team of financial professionals, mathematicians, financial engineers, software developers working together to transform the field of wealth management. We aim to make portfolio management frictionless, enabling every investor to benefit from levels of customization and tax management that were once the exclusive preserve of ultra-high net worth investors.
We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
Location: We are ideally looking for candidates based in Boston, but are open to considering candidates who are based in the U.S. Eastern Time Zone.
*PLEASE NOTE: This position is not eligible for visa sponsorships. Candidates must be authorized to work in the United States without current or future need for sponsorship.
Position Overview
As Smartleaf’s Client Support Specialist, you will play a critical role in supporting our software clients. You will empower clients to better utilize our innovative functionality. You will be a champion for the client base - helping problem-solve system issues, advocating for their needs with cross-functional stakeholders, and understanding how we can help them reach their firm’s goals.
Success in this role will translate to proficient Smartleaf users who are getting real value out of using the system.
We expect that a successful team member is looking for career growth. The growth opportunities include:
We strongly prefer candidates local to the Boston area. While office attendance is at the discretion of employees at this time, we do find that onboarding and training greatly benefit from in-person interactions.
Preferred Qualifications
To be considered for this role, we will be looking for the following:
If you think you have what it takes, but don't necessarily meet every single point on this list, please still get in touch.
Initial Responsibilities
Core Benefits
Work Style
If you are remote...
If you are in-office...
Client Support Specialist
We are a growing, dedicated team of financial professionals, mathematicians, financial engineers, software developers working together to transform the field of wealth management. We aim to make portfolio management frictionless, enabling every investor to benefit from levels of customization and tax management that were once the exclusive preserve of ultra-high net worth investors.
We are devoted to doing things right, bringing a fiduciary standard of care to all that we do.
Location: We are ideally looking for candidates based in Boston, but are open to considering candidates who are based in the U.S. Eastern Time Zone.
*PLEASE NOTE: This position is not eligible for visa sponsorships. Candidates must be authorized to work in the United States without current or future need for sponsorship.
Position Overview
As Smartleaf’s Client Support Specialist, you will play a critical role in supporting our software clients. You will empower clients to better utilize our innovative functionality. You will be a champion for the client base - helping problem-solve system issues, advocating for their needs with cross-functional stakeholders, and understanding how we can help them reach their firm’s goals.
Success in this role will translate to proficient Smartleaf users who are getting real value out of using the system.
We expect that a successful team member is looking for career growth. The growth opportunities include:
We strongly prefer candidates local to the Boston area. While office attendance is at the discretion of employees at this time, we do find that onboarding and training greatly benefit from in-person interactions.
Preferred Qualifications
To be considered for this role, we will be looking for the following:
If you think you have what it takes, but don't necessarily meet every single point on this list, please still get in touch.
Initial Responsibilities
Core Benefits
Work Style
If you are remote...
If you are in-office...
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