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Client Success Analyst Jobs in Apollo, PA (NOW HIRING)

iLocatum

Client Service Associate Wealth Management

Wexford, PA · On-site

$13.75 - $19/hr

... success. Key Responsibilities: As a Client Service Associate, you will be an integral part of the ... Inputting information to financial planning and investment analysis software. * Managing the CRM ...

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Client Success Analyst information

See Apollo, PA salary details

$15

$23

$36

How much do client success analyst jobs pay per hour?

As of Sep 12, 2026, the average hourly pay for client success analyst in Apollo, PA is $23.69, according to ZipRecruiter salary data. Most workers in this role earn between $18.46 and $26.68 per hour, depending on experience, location, and employer.

What is a client success analyst?

A Client Success Analyst is a professional who ensures that clients achieve their desired outcomes while using a company's products or services. They act as a bridge between the client and the company, providing support, troubleshooting issues, and identifying opportunities for clients to maximize value. Their responsibilities often include onboarding new clients, analyzing client data to track satisfaction and success, and collaborating with internal teams to resolve client concerns. Ultimately, they help foster long-term client relationships and drive customer retention.

How does a client success analyst typically collaborate with other departments to address client needs?

Client Success Analysts frequently work cross-functionally, partnering with teams such as Sales, Product, and Support to ensure client satisfaction. They often act as the main point of contact for client feedback, relaying concerns or feature requests to the appropriate internal teams. This collaboration helps drive process improvements, resolve issues efficiently, and ensures the client's voice is heard throughout the organization. Effective communication and relationship-building skills are essential for success in this role.

What are the key skills and qualifications needed to thrive as a client success analyst, and why are they important?

To thrive as a Client Success Analyst, you need strong analytical abilities, customer relationship management skills, and a bachelor’s degree in business, marketing, or a related field. Familiarity with CRM software (such as Salesforce), data analysis tools, and project management systems is typically required. Excellent communication, problem-solving, and adaptability are crucial soft skills for building trust and proactively addressing client needs. These qualifications enable analysts to deliver value, foster long-term client satisfaction, and drive business growth.

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

AspectClient Success AnalystCustomer Support Specialist
Required CredentialsBachelor's degree often in business, marketing, or related fields; certifications in customer success or CRM toolsHigh school diploma or equivalent; some roles prefer certifications in customer service or product knowledge
Work EnvironmentCollaborative, strategic, client-facing roles within SaaS or service companiesSupport-focused, troubleshooting, and issue resolution in call centers or online support platforms
Employer & Industry UsageUsed in SaaS, tech, and service industries to enhance client retention and satisfactionCommon across retail, telecom, tech, and service sectors for direct customer assistance

The main difference is that a Client Success Analyst focuses on proactive engagement, retention, and strategic account management, while a Customer Support Specialist handles reactive issue resolution and technical support. Both roles require strong communication skills, but the Client Success Analyst typically works more strategically to ensure long-term client success.

What cities near Apollo, PA are hiring for Client Success Analyst jobs?

Cities near Apollo, PA with the most Client Success Analyst job openings:

Client Success Analyst jobs near you

Client Service Associate Wealth Management

Wexford, PA • On-site

iLocatum
Executive Search Services • 1 - 10 employees
Learn more about iLocatumexternal

$13.75 - $19/hr

Other

Posted 8 days ago

Job description

Client Service Associate – Financial Planning

Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory firm located in Wexford, PA, is recruiting a Client Service Associate to join their dynamic team. They are committed to delivering excellence to their clients and providing their employees with a rewarding work environment.

Why this is a special company.

· Competitive Compensation: They offer an attractive salary, bonus structure, and comprehensive benefits package.

· Collaborative Team Environment: Join a close-knit team that values collaboration, support, and knowledge sharing.

· Impactful Work: Your contributions will make a meaningful impact on the financial well-being of their clients and shape their future success.

Key Responsibilities: As a Client Service Associate, you will be an integral part of the client service team, and will support the Advisors in:

  • Daily administration of the Financial Advisor's business by opening new client accounts, preparing and processing account specific and investment related documentation, facilitating outgoing disbursements and incoming deposits of funds and securities, maintaining current and accurate client information in accordance with industry and regulatory compliance.
  • Preparing meeting presentations using PowerPoint.
  • Inputting information to financial planning and investment analysis software.
  • Managing the CRM program (AdviserEngine)
  • Processing financial account applications on Schwab Advisor Center

Qualifications: To thrive in this role, you should possess the following qualifications:

· Education: Bachelor's degree is required, as well as a willingness to work toward obtaining a CFP or a comparable financial planning designation.

· Prior experience with financial industry CRM a plus Prior experience with Schwab plus

· Prior experience with DocuSign a plus

· A minimum of 2 years of experience in the financial services and investment advisory industry.

· Proficiency in financial planning and an understanding of investments across various asset classes.

· Exceptional relationship management and organizational skills, with the ability to build and maintain client relationships.

· Strong proficiency in MS Excel and financial planning software.

· Excellent written and oral communication skills, enabling you to effectively convey complex financial information to clients.

If you are a dedicated financial professional looking for an exciting opportunity to make a significant impact on the financial well-being of clients, we invite you to apply. Join the team and be part of a company committed to excellence, collaboration, and client success!

Apply