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Client Success Advisor Jobs in Florida (NOW HIRING)

eMed LLC.

Client Success Manager

Miami, FL · On-site

$70 - $90/hr

Client Success Manager Location: Miami, FL or Chicago, IL About eMed eMed is a digital health ... Act as a trusted advisor to clients by understanding their goals, business drivers, and success ...

eMed LLC

Client Success Manager

Miami, FL · On-site

Client Success Manager Location: Miami, FL or Chicago, IL About eMed eMed is a digital health ... Act as a trusted advisor to clients by understanding their goals, business drivers, and success ...

Arrive Logistics

Client Success Manager

Tampa, FL · On-site

Who We Want As a Client Success Manager at Arrive, you will lead a team managing our highest-volume ... Oversee and manage Account Coordinators, Associates, Specialists, Advisors, and Team Leads ...

New

Arrive Logistics

Client Success Manager

Tampa, FL · On-site

Who We Want As a Client Success Manager at Arrive, you will lead a team managing our highest-volume ... Oversee and manage Account Coordinators, Associates, Specialists, Advisors, and Team Leads ...

BNY

Vice President, Client Success

Lake Mary, FL · On-site

We're seeking a future team member for the role of Vice President, Client Success to join our ... Demonstrated ability to create communications for financial advisors or external clients ...

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All JobsClient Success Advisor JobsClient Success Advisor Jobs in Florida

Client Success Advisor information

See Florida salary details

$15.7K

$38.3K

$64.3K

How much do client success advisor jobs pay per year?

As of Sep 5, 2026, the average yearly pay for client success advisor in Florida is $38,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $29,900.00 and $43,700.00 per year, depending on experience, location, and employer.

What is a client success advisor?

A Client Success Advisor is a professional who works with clients to ensure they have a positive experience with a company's products or services. Their main goal is to build strong relationships, address client needs, and help clients achieve their desired outcomes. They often provide onboarding support, ongoing education, and act as a liaison between the client and internal teams. By proactively addressing concerns and identifying opportunities for improvement, Client Success Advisors help increase client satisfaction and retention.

What skills and qualifications are needed to thrive as a client success advisor?

To thrive as a Client Success Advisor, you need strong interpersonal skills, a background in customer service or account management, and often a relevant bachelor's degree. Familiarity with CRM software like Salesforce, customer support platforms, and data analysis tools is typically required. Outstanding communication, problem-solving abilities, and empathy help build lasting client relationships and resolve issues proactively. These skills ensure clients receive value from services, driving satisfaction, retention, and business growth.

How does a client success advisor typically collaborate with other departments to enhance the client experience?

As a Client Success Advisor, collaboration with departments such as Sales, Product, and Support is essential to ensure that clients achieve their desired outcomes. You will often act as a bridge, communicating client feedback and needs to internal teams, helping to prioritize feature requests or address service issues. This role requires strong interpersonal skills and proactive communication to align resources and maintain a seamless client journey. Regular meetings and shared documentation are common practices to facilitate effective cross-functional collaboration.

What is the difference between Client Success Advisor vs Customer Support Specialist?

AspectClient Success AdvisorCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in client management or account managementHigh school diploma or equivalent; technical or product knowledge often preferred
Work EnvironmentProactively manages client accounts, builds relationships, and ensures satisfactionResponds to customer inquiries, troubleshooting, and resolving issues
Employer & Industry UsageUsed in SaaS, consulting, and service industries focusing on client retentionCommon across tech, retail, and service sectors for customer assistance

The main difference is that a Client Success Advisor focuses on proactive relationship management and ensuring long-term client success, while a Customer Support Specialist primarily handles reactive support and issue resolution. Both roles require strong communication skills, but the Advisor role emphasizes strategic engagement and account growth.

What are popular job titles related to Client Success Advisor jobs in Florida?

For Client Success Advisor jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Client Success Advisor jobs in Florida look for?

The top searched job categories for Client Success Advisor jobs in Florida are:

What cities in Florida are hiring for Client Success Advisor jobs?

Cities in Florida with the most Client Success Advisor job openings:

Client Success Advisor jobs near you
Infographic showing various Client Success Advisor job openings in Florida as of August 2026, with employment types broken down into 80% Full Time, 17% Part Time, and 3% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $38,343 per year, or $18.4 per hour.

Client Success Associate

SmartX Advisory Solutions

West Palm Beach, FL

Full-time

Re-posted 5 days ago

Job description

Client Success Associate


Opportunity
SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services, client success, and investment technology.


As a Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience with the SMArtX platform. You’ll learn how to onboard new clients, resolve inquiries, and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive, detail-oriented, and passionate about helping others succeed.


Responsibilities



  • Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.

  • Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.

  • Assist with account setup, maintenance, and documentation updates.

  • Collaborate with internal teams (trading, operations, technology) to resolve client issues.

  • Conduct basic client trainings and support workshops to improve platform utilization.

  • Track and log client feedback, escalating recurring issues to senior team members.

  • Maintain and contribute to training materials, FAQs, and support documentation.

  • Build strong client relationships through consistent follow-up and proactive communication.


Qualifications



  • Bachelor’s degree preferred (Business, Finance, or related field a plus).

  • 0–1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.

  • Strong communication and interpersonal skills.

  • Highly organized, detail-oriented, and able to manage multiple priorities.

  • Comfortable learning new technology platforms and processes quickly.

  • Proficient in Microsoft Office Suite, including Microsoft Excel.

  • Team-oriented, proactive, and eager to grow in a client-facing career.


Why Join SMArtX?


Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.

Employment Type: FULL_TIME

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