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
Hollywood, FL · On-site
$42K - $55K/yr
We are immediately hiring a Client Success Associate to work on our newest project working with a premier technological giant that has created The Future of Home Internet. These brand-new products ...
Quick apply
Client Success Associate
Hollywood, FL · On-site
$42K - $55K/yr
We are immediately hiring a Client Success Associate to work on our newest project working with a premier technological giant that has created The Future of Home Internet. These brand-new products ...
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 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 It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Client Success ...
Client Success Associate It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. The Client Success ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success Associate at Provenance Wealth Advisors plays a critical role in delivering high-quality, proactive support to Financial Advisors while ensuring an exceptional client experience.
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...
As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...
Client Success Associate
Tampa, FL · On-site
As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...
Client Success Associate
Tampa, FL · On-site
As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...
Client Success Associate
Tampa, FL · On-site
As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...
Quick apply
Client Success Associate
Tampa, FL · On-site
As a Client Success Associate, you will be responsible for the daily operations of existing and new client accounts brought on by our sales team. You will focus on load building, scheduling ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to ...
Client Success Associate information
See Florida salary details
$13.8K - $18.9K
6% of jobs
$18.9K - $23.9K
9% of jobs
$28.5K is the 25th percentile. Wages below this are outliers.
$23.9K - $29K
10% of jobs
$29K - $34.1K
9% of jobs
The median wage is $39.1K / yr.
$34.1K - $39.1K
15% of jobs
$39.1K - $44.2K
21% of jobs
$46.7K is the 75th percentile. Wages above this are outliers.
$44.2K - $49.3K
8% of jobs
$49.3K - $54.3K
13% of jobs
$54.3K - $59.4K
4% of jobs
$59.4K - $64.4K
2% of jobs
$64.4K - $69.5K
2% of jobs
$13.8K
$39.6K
$69.5K
How much do client success associate jobs pay per year?
What are the key skills and qualifications needed to thrive as a Client Success Associate, and why are they important?
How does a Client Success Associate typically collaborate with other departments to address client needs?
What does a Client Success Associate do?
What is a client success associate?
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.
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Full-time
Posted 26 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_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