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Client Success Associate Jobs in Boca Raton, FL (NOW HIRING)

Stifel

Registered Client Service Associate

Boca Raton, FL

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Let's talk about how you can find your place here at Stifel, where success meets success . Under immediate supervision, Client Services Associate (Registered) assists one or more Financial Advisor(s ...

Stifel

Registered Client Service Associate

Boca Raton, FL

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Let's talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more ...

Stifel

Registered Client Service Associate

Boca Raton, FL · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Let's talk about how you can find your place here at Stifel, where success meets success . What You'll Be Doing Under immediate supervision, Client Services Associate (Registered) assists one or more ...

UBS

Client Associate

Boca Raton, FL · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... success. We're dedicated to our craft and passionate about putting our people first, with new ...

UBS

Client Associate

Boca Raton, FL · On-site

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... success. We're dedicated to our craft and passionate about putting our people first, with new ...

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All JobsClient Success Associate JobsClient Success Associate Jobs in Boca Raton, FL

Client Success Associate information

See Boca Raton, FL salary details

$17.6K

$50.3K

$88.3K

How much do client success associate jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client success associate in Boca Raton, FL is $50,287.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,100.00 and $62,200.00 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 Boca Raton, FL?

The most popular types of Client Success jobs in Boca Raton, FL are:

What are popular job titles related to Client Success Associate jobs in Boca Raton, FL?

For Client Success Associate jobs in Boca Raton, FL, the most frequently searched job titles are:

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

The top searched job categories for Client Success Associate jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Client Success Associate jobs?

Cities near Boca Raton, FL with the most Client Success Associate job openings:

Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Boca Raton, FL as of August 2026, with employment types broken down into 78% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 3% Hybrid, and 9% Remote job distribution, with an average salary of $50,287 per year, or $24.2 per hour.

Client Success Associate

SmartX Advisory Solutions

West Palm Beach, FL • On-site

Full-time

Re-posted 17 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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