1

Client Success Associate Jobs in Cleveland, OH (NOW HIRING)

This role is integral to our success and offers meaningful autonomy, trust, and visibility within ... client first philosophy • A collaborative, adaptable team player who navigates changing ...

This role is integral to our success and offers meaningful autonomy, trust, and visibility within ... client first philosophy • A collaborative, adaptable team player who navigates changing ...

Client Service Associate

Pepper Pike, OH · On-site

$13.75 - $18.75/hr

... success. We're dedicated to our craft and passionate about putting our people first, with new ... As a Registered Client Associate, you'll play an important role in team efficiency and relationship ...

Survey Project Manager

Elyria, OH · On-site

$115K - $135K/yr

About UsKS Associates is a leading civil engineering and surveying firm based in Northeast Ohio ... Our team is known for precision, professionalism, and a commitment to client success. You must be ...

Survey Project Manager

Elyria, OH · On-site

$115K - $135K/yr

Our team is known for precision, professionalism, and a commitment to client success. You must be ... KS Associates, Inc. is an equal opportunity employer and does not discriminate on the basis of race ...

Our team is known for precision, professionalism, and a commitment to client success. You must be ... KS Associates, Inc. is an equal opportunity employer and does not discriminate on the basis of race ...

Associate degree or higher preferred. * At least 2 years of appropriate work experience in customer ... client-facing interaction preferred. * No licensure is required. SUPERVISORY CONTROL Direct Report:

Associate degree or higher preferred. * At least 2 years of appropriate work experience in customer ... client-facing interaction preferred. * No licensure is required. SUPERVISORY CONTROL Direct Report:

Tax Supervisor

Medina, OH · Hybrid

$85K - $115K/yr

Supervise Associates and Senior Associates * Review workpapers and tax returns for quality and ... Support the firm's commitment to exceptional service and long-term client success Qualifications

Associate

Cleveland, OH · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ... Collaborate and network with senior professionals throughout the firm to fuel career success

Associate

Cleveland, OH · On-site

$15.25 - $20.25/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ... Collaborate and network with senior professionals throughout the firm to fuel career success

Collaborative, people-focused culture Exceptional candidates with significant high-net-worth client experience, advanced technical expertise, business-development success, or management experience ...

Showing results 21-40

Client Success Associate information

See Cleveland, OH salary details

$17.9K

$51.4K

$90.2K

How much do client success associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success associate in Cleveland, OH is $51,392.00, according to ZipRecruiter salary data. Most workers in this role earn between $36,900.00 and $63,500.00 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 Cleveland, OH?

The most popular types of Client Success jobs in Cleveland, OH are:

What are popular job titles related to Client Success Associate jobs in Cleveland, OH?

For Client Success Associate jobs in Cleveland, OH, the most frequently searched job titles are:

What cities near Cleveland, OH are hiring for Client Success Associate jobs?

Cities near Cleveland, OH with the most Client Success Associate job openings:

Infographic showing various Client Success Associate job openings in Cleveland, OH as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 18% Part Time, and 5% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $51,392 per year, or $24.7 per hour.

Client Associate

UBS

Rocky River, OH • On-site

Full-time

Posted 26 days ago


Job description

Your role
• Serve as a primary point of contact for client inquiries, account service needs, trading requests, and cash movements-resolving issues efficiently and proactively
• Own the end to end client onboarding process, including account opening, transfers, documentation, due diligence, and ongoing account maintenance
• Prepare high quality materials for client meetings, investment proposals, advisor travel, and expense administration
• Partner closely with financial advisors to anticipate client needs and continuously elevate the client experience
• Monitor account activity and ensure strict adherence to compliance, regulatory, and firm standards
• Identify and implement process improvements that enhance efficiency, accuracy, and service quality
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves.
We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Your team
The North Pointe Wealth Management team in Rocky River, a respected, collaborative group serving long term, multi generational clients. Our team manages complex client relationships and delivers highly personalized wealth solutions. This role is integral to our success and offers meaningful autonomy, trust, and visibility within the practice. We value professionalism, discretion, accountability, and genuine care for both clients and teammates.
Your expertise
• Bachelor's degree preferred (business, finance, accounting, or related field)
• Exceptional attention to detail; you enjoy doing things right the first time and meeting deadlines under pressure
• Strong written and verbal communication skills with confidence interacting with high net worth clients
• Excellent organizational and time management skills with the ability to manage multiple priorities independently
• High integrity, discretion, tactfulness, and sound professional judgment
• A calm, solutions oriented mindset and a genuine, client first philosophy
• A collaborative, adaptable team player who navigates changing priorities with professionalism
• Series 7 and 66 licenses, or willingness to obtain within six months
• 3-5+ years of experience in a client service, operations, or support role within wealth management, private banking, or financial services
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That's why we place collaboration at the heart of everything we do. Because together, we're more than ourselves. Want to find out more? Visit ubs.com/careers.

UBS Financial Services logo

About UBS Financial Services

Sourced by ZipRecruiter

UBS is the world's largest and only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. With more than 70,000 employees, we have a presence in all major financial centers in more than 50 countries. Do you want to be one of us?

Industry

Securities, commodity contracts, and financial investments

Company size

10,000+ Employees

Headquarters location

Weehawken, NJ, US