Technical Support Specialist

SMArtX provides managed accounts technology that supports modern wealth management platforms. When our client success team runs into technical issues, the Technical Support Specialist helps identify the problem, work toward a solution, and keep everyone informed along the way.

This is a hands‑on support role focused on troubleshooting, client communication, and working closely with our Product and Engineering teams when issues require deeper investigation.

• Serve as the first point of contact for technical issues from internal teams
• Investigate and troubleshoot issues, including identifying root causes and assessing impact
• Track and manage support tickets from start to resolution
• Communicate clearly with clients, providing updates and explanations in plain language
• Work with Product, Engineering, and Client Success teams to resolve complex issues
• Help create and maintain troubleshooting guides and support documentation
• Creating runbooks for repetitive tasks.
• Work with our external monitoring team to pass runbooks for them to run.
• Work towards automation of all manual & repetitive tasks.

• 2+ years of experience supporting clients in a SaaS or enterprise software environment
• Experience in financial services preferred
• Comfort reading and writing code, or deep experience in at least one language (C#, Java, or Python preferred)
• Working knowledge of databases and SQL
• Basic understanding of APIs, web services, and cloud‑based systems
• Strong problem‑solving skills and attention to detail
• Ability to communicate effectively with both technical and non‑technical users
• Organized, self‑motivated, and able to manage multiple issues at once
• Bachelor’s degree in Computer Science or a related field preferred

Founded in 2013, Smart

X Advisory Solutions is a growing financial technology firm focused on building innovative solutions for the wealth management industry. We offer a professional, collaborative, and flexible work environment.