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Client Success Associate Jobs in Washington (NOW HIRING)

B.F. Saul Company

Client Service Associate

Bethesda, MD

$15.50 - $21.50/hr

... and client success over everything else. From thematic investment management to estate and ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

B.F. Saul Company

Client Service Associate

Bethesda, MD · On-site

$15.50 - $21.50/hr

... and client success over everything else. From thematic investment management to estate and ... Essential Job Functions of a Client Service Associate: * Deliver exceptional service by ...

Page Group USA

Antitrust Associate

Washington, DC · On-site

$260K - $365K/yr

... and client success across diverse global industries. Description Provide legal counsel on antitrust and competition law matters. Conduct legal research and analysis to support client cases and ...

Royal Bank of Canada

Client Associate

Washington, DC

$44K - $66K/yr

As a Client Associate/Registered Client Associate, become a trusted resource to our clients ... success that is mutual. * A comprehensive Total Rewards Program include competitive compensation ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Your diverse talents will be valued and directly contribute to our firm's success. We are seeking a motivated Client Service Associate to join our dynamic team. In this role, you will play a critical ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Your diverse talents will be valued and directly contribute to our firm's success. We are seeking a motivated Client Service Associate to join our dynamic team. In this role, you will play a critical ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Your diverse talents will be valued and directly contribute to our firm's success. We are seeking a motivated Client Service Associate to join our dynamic team. In this role, you will play a critical ...

Global Advisor Group

Client Service Associate

Reston, VA · On-site

$55K - $65K/yr

Your diverse talents will be valued and directly contribute to our firm's success. We are seeking a motivated Client Service Associate to join our dynamic team. In this role, you will play a critical ...

B.F. Saul Company

Fixed Income Associate

Bethesda, MD · On-site

$125K - $150K/yr

... and client success over everything else. From thematic investment management to estate and ... We are seeking a Fixed Income Associate to support investment research and credit underwriting ...

B.F. Saul Company

Fixed Income Associate

Bethesda, MD · On-site

$125K - $150K/yr

... and client success over everything else. From thematic investment management to estate and ... We are seeking a Fixed Income Associate to support investment research and credit underwriting ...

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All JobsClient Success Associate JobsClient Success Associate Jobs in Washington

Client Success Associate information

See Washington salary details

$21K

$60K

$105.3K

How much do client success associate jobs pay per year?

As of Jul 22, 2026, the average yearly pay for client success associate in Washington is $60,017.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,000.00 and $74,200.00 per year, depending on experience, location, and employer.

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.

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.

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 are the key skills and qualifications needed to thrive as a Client Success Associate, and why are they important?

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.
What are the most commonly searched types of Client Success jobs in Washington? The most popular types of Client Success jobs in Washington are:
What are popular job titles related to Client Success Associate jobs in Washington? For Client Success Associate jobs in Washington, the most frequently searched job titles are:
What job categories do people searching Client Success Associate jobs in Washington look for? The top searched job categories for Client Success Associate jobs in Washington are:
What cities in Washington are hiring for Client Success Associate jobs? Cities in Washington with the most Client Success Associate job openings:
Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Washington as of July 2026, with employment types broken down into 1% As Needed, 67% Full Time, 30% Part Time, 1% Temporary, and 1% Contract. Highlights an 94% Physical, 4% Hybrid, and 2% Remote job distribution, with an average salary of $60,017 per year, or $28.9 per hour.
Client Service Associate

Client Service Associate

B.F. Saul Company

Bethesda, MD

$15.50 - $21.50/hr

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 26 days ago

Job description

Company Overview:
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families, and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.
 
Our global, macroeconomic outlook means we do much more than observe and follow trends. Instead, we seek out ideas. It takes more than one kind of person to contribute to this culture. It takes all kinds of people thinking in unconventional ways-with a singular focus.
 
Position Summary
We are seeking a highly motivated and detail-oriented Client Services Associate to join our team. This role is essential to ensuring exceptional service delivery to our clients by supporting day-to-day account operations and administrative functions. The ideal candidate is organized, completes administrative duties accurately and thrives in a fast-paced environment where multitasking and prioritizing competing demands are key to success.
 
Supervisory Responsibilities This position has no direct supervisory responsibilities.
Summary of Competitive Benefits & Perks:
  • Health/Medical Insurance including Dental and Vision
  • 401(k) with company match
  • Paid time off
  • Bonus/Target Incentive
  • Tuition Reimbursement
  • Complimentary usage of modern in-house fitness center
  • On-premise full-service dining center discounts
  • Discounts via the company's EAP
  • Monthly Employee Recognition Programs
  • Referral bonus
  • Pre-tax transportation options
  • Plus more!
Essential Job Functions of a Client Service Associate:
  • Deliver exceptional service by communicating clearly and effectively with clients and internal team members.
  • Respond promptly to requests and inquiries, resolving issues with a client-first approach
  • Prepare and process cash contributions and distributions upon receipt of appropriate documentation, ensuring compliance and attention to detail
  • Handle client calls and assist in resolving routine questions, transactions and service requests with professionalism and precision.  
  • Monitor daily cash positions and account activity; work closely with the team to resolve overdrafts and reconcile discrepancies
  • Facilitate stock transfers related to gifting transactions and ensure timely and accurate execution
  • Process retirement distributions in accordance with firm policies, procedures and regulatory guidelines
  • Utilize internal CRM platform and trust accounting system to complete administrative services including account maintenance, report generation and document management  
  • Maintain organized and accurate electronic account files including trust account documentation and correspondence to ensure consistency and compliance with policies
  • Support special projects and complete assignments with minimal supervision and high attention to detail
  • Perform various administrative and operational tasks in a deadline-driven environment while maintaining a high level of accuracy and quality.
Required Skills and Abilities of a Client Service Associate:
  • Meticulous attention to detail and a commitment to accuracy in all tasks
  • Ability to multitask, prioritize, and manage time effectively in a high-volume, fast paced setting
  • Strong organizational and follow-through skills
  • Excellent verbal and written communication skills
  • High level of professionalism, discretion and integrity
  • Client-centric mindset with a proactive, problem-solving attitude
  • General knowledge of investment products
  • Comfortable with technology and systems; proficiency in Microsoft Office required
  • Demonstrated ability to work independently and collaboratively within a team environment 
 
Required Education / Experience of a Client Service Associate:
  • 1-2 years of experience in client services
  • Bachelor's Degree or equivalent work experience
  • Prior experience in wealth management, financial services or client support roles strongly preferred
Working Conditions / Physical Requirements / Travel:
  • This position is based in an office environment with prolonged periods of sitting at a desk and working on a computer.
  • This position does not require travel.
Core Company Competencies:
  • Excellence: Demonstrates a commitment to continuous improvement, innovation, and achieving the highest possible standards for performance.
  • Ethics/Integrity: Demonstrates a commitment to integrity, peer respect, and fairness. Continuously demonstrates a strong work ethic by exhibiting an indisputable drive to get the job done.
  • Results: Consistently going above and beyond to deliver exceptional results and value for the team and the organization.
  • Teamwork: Working with a common goal and contributing to a team development.
Core Job Competencies:
  • Customer service focus - responds to customer service requests in a timely, professional, and enthusiastic manner; gives high priority to customer satisfaction.
  • Reliability - Consistently good in quality and performance; ability to be trusted and depended on in one's job
  • Integrity - Upholding generally accepted social and ethical standards in job-related activities and behaviors.
$60,000 - $80,000 a year
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