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 ...
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 ...
Client Success Associate 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 ...
Client Success Associate 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 ...
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 ...
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 ...
Client Success Associate At Client Success, our mission is to ensure our clients extract the maximum value from our banking products and services--driving product adoption, retention, expansion, and ...
Client Success Associate At Client Success, our mission is to ensure our clients extract the maximum value from our banking products and services--driving product adoption, retention, expansion, and ...
Client Success Associate
Burbank, CA · On-site
Client Success Associate Founded in 2009, Zest AI has been pioneering innovative AI technology with a mission to expand credit access to create opportunities for more Americans to pursue their ...
New
Client Success Associate
Burbank, CA · On-site
Client Success Associate Founded in 2009, Zest AI has been pioneering innovative AI technology with a mission to expand credit access to create opportunities for more Americans to pursue their ...
New
Client Success Associate
$60K - $70K/yr
About the Role We're looking for a Client Success Associate (CSA) to join our growing Client Success team. This role is ideal for someone early in their client success career, eager to learn, and ...
Client Success Associate
$60K - $70K/yr
About the Role We're looking for a Client Success Associate (CSA) to join our growing Client Success team. This role is ideal for someone early in their client success career, eager to learn, and ...
Client Success Associate
Camarillo, CA · On-site
$44K - $53K/yr
The Client Success Associate helps make that trust feel real every day through clear communication, follow-through, curiosity, and care. This role is for someone who wants to learn the full customer ...
Quick apply
Client Success Associate
Camarillo, CA · On-site
$44K - $53K/yr
The Client Success Associate helps make that trust feel real every day through clear communication, follow-through, curiosity, and care. This role is for someone who wants to learn the full customer ...
Client Success Associate
$50K - $65K/yr
Client Success Associate At Carrum, we live and breathe the mission of transforming the healthcare system to create an unmatched experience for patients. If you are passionate about changing health ...
Client Success Associate
$50K - $65K/yr
Client Success Associate At Carrum, we live and breathe the mission of transforming the healthcare system to create an unmatched experience for patients. If you are passionate about changing health ...
Client Success Associate
Camarillo, CA · On-site
$44K - $53K/yr
The Client Success Associate helps make that trust feel real every day through clear communication, follow-through, curiosity, and care. This role is for someone who wants to learn the full customer ...
Quick apply
Client Success Associate
Camarillo, CA · On-site
$44K - $53K/yr
The Client Success Associate helps make that trust feel real every day through clear communication, follow-through, curiosity, and care. This role is for someone who wants to learn the full customer ...
Client Success Associate
Camarillo, CA · On-site
$44K - $53K/yr
The Client Success Associate helps make that trust feel real every day through clear communication, follow-through, curiosity, and care. This role is for someone who wants to learn the full customer ...
Quick apply
Client Success Associate
Camarillo, CA · On-site
$44K - $53K/yr
The Client Success Associate helps make that trust feel real every day through clear communication, follow-through, curiosity, and care. This role is for someone who wants to learn the full customer ...
Client Success Associate
$50K - $65K/yr
Client Success Associate At Carrum, we live and breathe the mission of transforming the healthcare system to create an unmatched experience for patients. If you are passionate about changing health ...
Client Success Associate
$50K - $65K/yr
Client Success Associate At Carrum, we live and breathe the mission of transforming the healthcare system to create an unmatched experience for patients. If you are passionate about changing health ...
Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting ...
Client Success Associate Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth. The role will involve the prospecting ...
Client Success Associate
Roanoke, TX · On-site
Client Success Associate At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our SaaS platform helps ...
Client Success Associate
Roanoke, TX · On-site
Client Success Associate At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our SaaS platform helps ...
Client Success Associate
Decatur, TX · On-site
Join Our Team as a Client Success Associate! About Us At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our ...
Client Success Associate
Decatur, TX · On-site
Join Our Team as a Client Success Associate! About Us At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our ...
Client Success Associate
Charlotte, NC · On-site
Client Success Associate US - Charlotte Business Team Full time Salary We are seeking a passionate, driven, and customer-focused Client Success Associate to join our growing team. Botsplash partners ...
Client Success Associate
Charlotte, NC · On-site
Client Success Associate US - Charlotte Business Team Full time Salary We are seeking a passionate, driven, and customer-focused Client Success Associate to join our growing team. Botsplash partners ...
Client Success Associate
Decatur, TX · On-site
$45K - $65K/yr
Join Our Team as a Client Success Associate! About Us At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our ...
Client Success Associate
Decatur, TX · On-site
$45K - $65K/yr
Join Our Team as a Client Success Associate! About Us At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our ...
Client Success Associate
Stamford, CT · On-site
$22/hr
Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process ...
Client Success Associate
Stamford, CT · On-site
$22/hr
Client Success Associate We are seeking a Client Success Associate to join our luxury real estate media team. In this role, you will communicate with customers to identify their needs, process ...
Join Our Team as a Client Success Associate! About Us At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our ...
Join Our Team as a Client Success Associate! About Us At Energy Worldnet (EWN), we deliver innovative technology solutions that empower our clients and support the future of the energy industry. Our ...
Client Success Associate
Columbus, OH · On-site
Client Success Associate Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament ...
Client Success Associate
Columbus, OH · On-site
Client Success Associate Arrive Logistics is a leading transportation and technology company in North America, with plans to continue to significantly grow year over year. Our success is a testament ...
Client Success Associate
$60K - $70K/yr
About the Role We're looking for a Client Success Associate (CSA) to join our growing Client Success team. This role is ideal for someone early in their client success career, eager to learn, and ...
Client Success Associate
$60K - $70K/yr
About the Role We're looking for a Client Success Associate (CSA) to join our growing Client Success team. This role is ideal for someone early in their client success career, eager to learn, and ...
Client Success Associate information
See salary details
$18.5K - $25.3K
6% of jobs
$25.3K - $32K
9% of jobs
$38.1K is the 25th percentile. Wages below this are outliers.
$32K - $38.8K
10% of jobs
$38.8K - $45.6K
9% of jobs
The median wage is $52.4K / yr.
$45.6K - $52.4K
15% of jobs
$52.4K - $59.1K
21% of jobs
$62.5K is the 75th percentile. Wages above this are outliers.
$59.1K - $65.9K
8% of jobs
$65.9K - $72.7K
13% of jobs
$72.7K - $79.5K
4% of jobs
$79.5K - $86.2K
2% of jobs
$86.2K - $93K
2% of jobs
$18.5K
$53K
$93K
How much do client success associate jobs pay per year?
What is the difference between Client Success Associate vs Customer Support Specialist?
| Aspect | Client Success Associate | Customer Support Specialist |
|---|---|---|
| Required Credentials | Typically a bachelor's degree; experience in customer relations | Often a high school diploma or associate degree; training provided |
| Work Environment | Proactive engagement, building long-term client relationships | Reactive support, resolving immediate customer issues |
| Employer & Industry Usage | Common in SaaS, tech, and service industries | Widespread across retail, telecom, and tech sectors |
The main difference is that a Client Success Associate focuses on proactive relationship management and ensuring client satisfaction over time, while a Customer Support Specialist primarily handles reactive problem-solving and technical issues. Both roles require strong communication skills but serve different stages of the customer journey.
What does a Client Success Associate do?
How does a Client Success Associate typically collaborate with other departments to address client needs?
What are the key skills and qualifications needed to thrive as a Client Success Associate, and why are they important?

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_TIMEAbout SMArtX Advisory Solutions
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
West Palm Beach, FL, US
Year founded
2017