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Client Success Associate Jobs in Apollo Beach, FL

Socket.dev

Senior Customer Success Associate

Tampa, FL · On-site

Job summary As a Senior Client Success Associate in the Alternative funds services team, you will support investor onboarding and periodic refresh casework for alternative funds by applying anti ...

Spartan Placements, LLC

Senior Tax Associate

Tampa, FL · Hybrid

$77K - $95K/yr

Tax Senior Associate Tampa, Florida | Hybrid Responsibilities * Prepare a broad range of tax ... Support client success through timely and accurate completion of deliverables Qualifications * 2-6 ...

DTCC

Senior Integration Project Manager

Tampa, FL · On-site

Being a member of the FICC Client Success Management (CSM) Team, the Senior Associate will play an important role with new member onboarding and account lifecycle activities. The team member will ...

Stratford Davis

Client Sales Associate (Remote)

Tampa, FL · Remote

$85K - $150K/yr

We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused ... Passionate about helping others achieve financial stability and long-term success * Strong ...

AnywhereWorks

Be Seen First

Remote Client Experience Associate

Tampa, FL · Remote

$16/hr

We are looking for a Client Experience Associate to join our team! Please see below for more ... future success. Company Description AnywhereWorks provides tools to help businesses connect ...

Pwc

AIT AI Developer Senior Associate

Tampa, FL

$72K - $212K/yr

As a Senior Associate, you will build meaningful client connections and learn how to manage and ... have a significant impact on both client success and your professional development.

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Client Success Associate information

See Apollo Beach, FL salary details

$17.9K

$51.2K

$89.9K

How much do client success associate jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client success associate in Apollo Beach, FL is $51,228.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,700.00 and $63,300.00 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.

What are the most commonly searched types of Client Success jobs in Apollo Beach, FL?

The most popular types of Client Success jobs in Apollo Beach, FL are:

What job categories do people searching Client Success Associate jobs in Apollo Beach, FL look for?

The top searched job categories for Client Success Associate jobs in Apollo Beach, FL are:

What cities near Apollo Beach, FL are hiring for Client Success Associate jobs?

Cities near Apollo Beach, FL with the most Client Success Associate job openings:

Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Apollo Beach, FL as of August 2026, with employment types broken down into 76% Full Time, 20% Part Time, and 4% Contract. Highlights an 85% Physical, 2% Hybrid, and 13% Remote job distribution, with an average salary of $51,228 per year, or $24.6 per hour.

Senior Customer Success Associate

Tampa, FL • On-site

JPMorgan Chase & Co.
Finance and Insurance • 10K+ employees
Learn more about JPMorgan Chase & Co.external

Full-time

Medical, Retirement

Posted 7 days ago

JPMorgan Chase & Co. rating

7.9

Company rating: 7.9 out of 10

Based on 500 frontline employees who took The Breakroom Quiz

Job description


Help protect clients and the firm by strengthening investor due diligence for alternative funds. In this senior individual contributor role, you'll take ownership of complex onboarding and refresh activities, partner across teams to resolve issues, and strengthen controls. You'll help drive process improvements and reporting that support a well-managed program and a positive client experience.
Job summary
As a Senior Client Success Associate in the Alternative funds services team, you will support investor onboarding and periodic refresh casework for alternative funds by applying anti-money laundering (AML) and know-your-customer (KYC) requirements and identifying control considerations that improve outcomes. You'll independently manage higher-complexity work, partner with stakeholders to deliver high-quality results on time, and help strengthen processes, reporting, and risk and control routines across the program.
Job responsibilities
  • Manage incoming case requests and deliver timely, accurate responses aligned to AML/KYC regulatory requirements and internal policies for investor onboarding and periodic refresh related to alternative funds
  • Own complex or escalated casework, driving resolution through effective stakeholder partnership and clear documentation of outcomes and rationale
  • Identify potential control or compliance issues and provide appropriate escalation and recommendations to support decision-making
  • Perform quality checks on assigned deliverables and support consistent execution by sharing best practices and practical guidance with peers
  • Produce standard and ad hoc reporting and presentation materials that support AML/KYC initiatives and management routines
  • Support the design, implementation, review, and reporting of AML/KYC projects and initiatives that strengthen the investor due diligence program
  • Develop and implement solutions (process, controls, and/or systems) to address identified gaps and support transition to business-as-usual execution
  • Execute assigned deliverables with attention to quality and timeliness, escalating risks and issues and recommending mitigants as needed
  • Maintain up-to-date knowledge of AML/KYC requirements and risk and control principles; apply relevant standards and best practices consistently
Required qualifications, capabilities and skills
  • Bachelor's degree or equivalent relevant experience
  • Minimum 3 years of experience in financial services (controls, audit, quality assurance, operational risk management, and/or AML/KYC), including experience supporting investor onboarding and periodic refresh for alternative funds (e.g., hedge funds and private equity funds)
  • Experience independently managing end-to-end onboarding and refresh casework, including handling exceptions, escalations, or higher-complexity scenarios through to documented resolution
  • Demonstrated ability to perform analytical review and root-cause assessment across AML/KYC, compliance, and risk topics
  • Demonstrated ability to exercise sound judgment, raise concerns, and provide constructive challenge when appropriate
  • Ability to communicate clearly in writing and verbally with stakeholders at different levels
  • Ability to manage multiple concurrent requests or projects in a fast-paced environment while meeting deadlines
  • Proficiency in Microsoft Office (Word, Excel, PowerPoint)
Preferred qualifications, capabilities and skills
  • Developing experience using AI-powered analytics, workflow automation, or intelligent process tools to drive efficiency gains, reduce manual effort, or improve accuracy in operational processes.
  • Preferably direct transfer agency and alternative fund servicing experience
  • AML/KYC regulatory experience and investor onboarding experience

About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.

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