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Client Success Associate Jobs in Fairfield, CT (NOW HIRING)

... client success. The Senior Associate Account Executive provides advanced account management and administrative support to Account Executives and Senior Account Executives serving Commercial Property ...

Senior Product Manager

Stamford, CT · Hybrid

$134K - $178K/yr

Our associates thrive in a collaborative environment, benefit from world-class training, and enjoy ... Commercial growth & client success - Drive go-to-market efforts from adoption to retention, work ...

Showing results 21-40

Client Success Associate information

See Fairfield, CT salary details

$18.4K

$52.8K

$92.7K

How much do client success associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success associate in Fairfield, CT is $52,793.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,900.00 and $65,300.00 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 Fairfield, CT?

The most popular types of Client Success jobs in Fairfield, CT are:

What job categories do people searching Client Success Associate jobs in Fairfield, CT look for?

The top searched job categories for Client Success Associate jobs in Fairfield, CT are:

What cities near Fairfield, CT are hiring for Client Success Associate jobs?

Cities near Fairfield, CT with the most Client Success Associate job openings:

Infographic showing various Client Success Associate job openings in Fairfield, CT as of August 2026, with employment types broken down into 78% Full Time, 19% Part Time, and 3% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $52,793 per year, or $25.4 per hour.

Client Delivery Specialist - Associate

Kavaliro

Stamford, CT • On-site

$75K - $85K/yr

Full-time

Posted 18 days ago


Job description

Job Description
Our client is seeking a Client Delivery Specialist - Associate for a direct hire opportunity. The Client Delivery Specialist Associate will join a Data Solutions team to set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.
Pay: $75,000 - $85,000 annually
Responsibilities:
  • Financial reporting and data aggregation tools:
    • Analyze and explain portfolio performance results.
    • Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
    • Perform analysis of private equity and hedge fund statements for input into the system
    • Work with clients and partners to resolve data issues.
  • Develop and strengthen client relationships:
    • Help manage client onboarding, client account setup and training and day-to-day support and issue management.
  • Software maintenance and setup:
    • Perform system setup and configuration, new client setup, new financial account and asset set-up and classification.
    • Assist in data feed management.
    • Create custom reports based on client-specific needs.
    • Liaise with the vendor partners for enhancements, and system and data issues.
  • Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
  • Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
  • Assess and act upon client and company needs proactively.

Qualifications:
  • 3+ years of experience in a related field
  • Bachelor's degree from an undergraduate program
  • Excellent customer service skills and the ability to foster and maintain effective relationships
  • Strong understanding of financial instruments
  • Experience with RIA/Wealth management policies, procedures, and client service
  • Experience working with wirehouses or custodians
  • Organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
  • Comfortable with technology, software tools, and applications:
    • Able to learn new software quickly
    • Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
    • Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
    • Strong MS Excel and PowerPoint skills
    • Basic knowledge of database concepts, and any type of programming
    • Working knowledge of Photoshop, HTML design, and/or similar tools
  • Knowledge of various financial products and indices, particularly:
    • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
    • Alternative investments
    • Performance reporting calculations and methodologies
    • Portfolio management and rebalancing
    • How Family Offices, RIAs, and investment advisors work
  • Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal
  • Collaborative and able to thrive in a team environment while working independently
  • Able to learn quickly and adapt to an expanding environment
Kavaliro provides Equal Employment Opportunities to all employees and applicants. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. Kavaliro is committed to the full inclusion of all qualified individuals. In keeping with our commitment, Kavaliro will take the steps to assure that people with disabilities are provided reasonable accommodations. Accordingly, if reasonable accommodation is required to fully participate in the job application or interview process, to perform the essential functions of the position, and/or to receive all other benefits and privileges of employment, please respond to this posting to connect with a company representative.
Job Requirements
Hybrid
By using best practices and optimal employee recruiting strategies, Kavaliro provides employers with employment solutions by providing the most qualified and professional employees, who can staff both project and permanent positions in order to ensure the ongoing success of all types of businesses. We use a streamlined-yet-thorough approach to staffing that saves our clients administrative time, resources and money.