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

5th HQ

Bilingual Sales Account Manager

Miramar, FL · On-site

$75K/yr

... sales, with a strong focus on client success and cross-functional collaboration. Key ... High School diploma or Associate's degree required; Bachelor's degree preferred * 1-3 years of ...

PNC Bank

Client Experience Associate

Plantation, FL · On-site

$14.50 - $19.75/hr

... success. As a Client Experience Associate within PNC's Retail Banking organization, you will be ... based at PNC's Nob Hill & Cleary Branch, 801 N Nob Hill Road, Plantation, Fl 33324. PNC is an in ...

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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 Jun 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 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 Boca Raton, FL? The most popular types of Client Success jobs in Boca Raton, FL are:
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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
Private Client Associate - Fort Lauderdale, FL

Private Client Associate - Fort Lauderdale, FL

Janney Montgomery Scott LLC

Fort Lauderdale, FL • On-site

Full-time

PTO

Posted 20 days ago

Job description

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.
As a Private Client Associate you will play an integral role in the success of the Janney branch. You will assist in administering, marketing and growing client relationships, working closely with our Janney Financial Advisors ("FAs") to enhance and grow their business. You will help develop and maintain client relationships by organizing and implementing productivity-based campaigns. You may be asked to perform operational responsibilities as well.
What you are good at
  • Customer Service - Demonstrating the ability to build and foster strong client relationships through service; Able to follow up on time sensitive issues with all home office departments
  • Communication -Providing excellent telephone service to clients and potential clients, including prompt, accurate, and timely attention to detail. Able to compose effective client correspondence in accordance with established policies and procedures
  • Initiative - Proactively utilizing available technology and tools to support efficient and effective time management; Able to assist FAs in organizing and implementing productivity-based campaigns; Knowledgeable, in accordance with established policies, of all firm technology necessary to provide quick responses to FA and client inquiries.
  • Building Relationships - Connecting with others in a way that fosters trust and creates collaborative relationships; Able to anticipate potential issues and/or problems and alert respective FA and/or Branch Management as necessary.
  • Administrative Support - Assisting with branch administrative and operational responsibilities including mail handling, check deposits, office coordination, and other day-to-day support tasks while maintaining accuracy, confidentiality, and professionalism.

What you have
Requirements:
  • High School diploma
  • Prior office experience preferred but not required
  • Series 7, 63 and 65, or 66 preferred or if unlicensed able to obtain licensing within twelve months from date of hire
  • Excellent customer service skills
  • Proficient skills in Word, Excel, PowerPoint, and Outlook
  • Able to work effectively in a fast paced, deadline-oriented environment
  • Strong attention to detail
  • Able to work effectively as part of a team
  • High ethical standards

Why work for us?
Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee's life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home-today and in the future. Explore further.
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.
Janney is an equal opportunity employer and makes employment decisions on the basis of merit and business needs.

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