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Client Success Associate Jobs (NOW HIRING)

Pave Bank

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 ...

Reachdesk

Client Success Associate

Client Success Associate London, England, United Kingdom This is a remote role. About Us Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping B2B companies create ...

Reachdesk Ltd

Client Success Associate

New York, NY · On-site

Client Success Associate About Us Reachdesk is the first truly end-to-end global SaaS gifting and swag platform, helping B2B companies create meaningful connections with prospects, customers, and ...

Reachdesk

Client Success Associate

Manhattan, NY · On-site

Client Success Associate New York, NY, USA Flexible hybrid, with in-office collaboration in our Manhattan office as needed About Us Reachdesk is the first truly end-to-end global SaaS gifting and ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr

Client Success Associate Richardson, TX * In-Office * Full-TimeCOMMUNICATE. SUPPORT. SOLVE. Are you hungry for success ?DebtBlue is growing, and we're looking for Client Success Associates that know ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr

Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE. Are you hungry for success ? DebtBlue is growing, and we're looking for Client Success Associates that ...

RealPage

Client Success Associate

Cherre Client Success Associate Cherre is now a RealPage company, expanding our ability to deliver innovative data and technology solutions that transform the real estate industry. Join us as we ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr

Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE. Are you hungry for success ? DebtBlue is growing, and we're looking for Client Success Associates that ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr (+ commission)

Client Success Associate Richardson, TX * In-Office * Full-Time COMMUNICATE. SUPPORT. SOLVE. Are you hungry for success? DebtBlue is growing, and we're looking for Client Success Associates that know ...

DebtBlue

Client Success Associate

Richardson, TX · On-site

$16 - $17/hr

Client Success Associate Richardson, TX • In-Office • Full-Time COMMUNICATE. SUPPORT. SOLVE. Are you hungry for success ? DebtBlue is growing, and we're looking for Client Success Associates that ...

botsplash

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 ...

Stropro

Client Success Associate

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 ...

ENERGY worldnet

Client Success Associate

Decatur, TX · On-site

Join Our Team as a Client Success Associate! Location & Work Arrangement This is a hybrid position based in the Dallas-Fort Worth (DFW) area and requires regular in-office attendance. Candidates must ...

Energy Worldnet

Client Success Associate

Decatur, TX · On-site

$45K - $65K/yr

Join Our Team as a Client Success Associate! Location & Work Arrangement This is a hybrid position based in the Dallas-Fort Worth (DFW) area and requires regular in-office attendance. Candidates must ...

ACS Services, Inc.

Client Success Associate

Brockton, MA · On-site

$60 - $80/hr

The Client Success Associate is responsible for driving client value realization, retention, and growth across a portfolio of accounts. This role partners closely with clients to align technology ...

MultiPlan

Client Success Associate

Mclean, VA · On-site

$45K - $65K/yr

The Client Success Associate will support the Client Success team in ensuring the success and satisfaction of our healthcare payor clients. This entry-level role will assist in managing client ...

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Client Success Associate information

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How much do client success associate jobs pay per year?

As of Sep 8, 2026, the average yearly pay for client success associate in the United States is $52,991.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,000.00 and $65,500.00 per year, depending on experience, location, and employer.

What does a Client Success Associate do?

A Client Success Associate is responsible for ensuring that clients have a positive experience with a company’s products or services. They act as a primary point of contact for clients, helping with onboarding, addressing concerns, and providing ongoing support. Their goal is to build strong relationships, increase customer satisfaction, and help clients achieve their desired outcomes. They may also collaborate with sales, product, and support teams to resolve issues and identify opportunities for improving the client experience.

What are the key skills and qualifications needed to thrive as a Client Success Associate?

To thrive as a Client Success Associate, you need strong relationship-building abilities, problem-solving skills, and a background in business or communications, often supported by a bachelor's degree. Familiarity with customer relationship management (CRM) tools like Salesforce or HubSpot and proficiency with data tracking systems are typically required. Exceptional communication, active listening, and adaptability help professionals stand out in this client-facing role. These skills and qualities are vital for fostering client satisfaction, resolving issues efficiently, and supporting long-term business growth.

How does a Client Success Associate typically collaborate with other departments to address client needs?

As a Client Success Associate, you'll frequently collaborate with teams such as Sales, Product, and Support to ensure client satisfaction and resolve issues efficiently. This often involves participating in cross-functional meetings, relaying client feedback to relevant departments, and coordinating solutions for complex client requests. Effective communication and teamwork are essential, as you'll act as a bridge between clients and internal teams to ensure expectations are met and ongoing improvements are made.

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

AspectClient Success AssociateCustomer Support Specialist
Required CredentialsTypically a bachelor's degree; experience in customer relationsOften a high school diploma or associate degree; training provided
Work EnvironmentProactive engagement, building long-term client relationshipsReactive support, resolving immediate customer issues
Employer & Industry UsageCommon in SaaS, tech, and service industriesWidespread 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.

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Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $52,991 per year, or $25.5 per hour.

Client Success Associate

West Palm Beach, FL • On-site

SmartX Advisory Solutions
Finance and Insurance • 51 - 200 employees
Learn more about SmartX Advisory Solutionsexternal

Full-time

Re-posted 9 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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