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Client Success Associate Jobs in Philadelphia, PA

CSC

Associate Client Order Coordinator

Wilmington, DE · On-site

Associate Client Order Coordinator (Document Processor) Monday - Friday 11am-8pm On-Site Wilmington ... Employees are eligible for Success Sharing, bonuses, or commission plans based on role and ...

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All JobsClient Success Associate JobsClient Success Associate Jobs in Philadelphia, PA

Client Success Associate information

See Philadelphia, PA salary details

$18.7K

$53.5K

$93.8K

How much do client success associate jobs pay per year?

As of Aug 20, 2026, the average yearly pay for client success associate in Philadelphia, PA is $53,473.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,300.00 and $66,100.00 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 Philadelphia, PA?

The most popular types of Client Success jobs in Philadelphia, PA are:

What are popular job titles related to Client Success Associate jobs in Philadelphia, PA?

For Client Success Associate jobs in Philadelphia, PA, the most frequently searched job titles are:

What job categories do people searching Client Success Associate jobs in Philadelphia, PA look for?

The top searched job categories for Client Success Associate jobs in Philadelphia, PA are:

What cities near Philadelphia, PA are hiring for Client Success Associate jobs?

Cities near Philadelphia, PA with the most Client Success Associate job openings:

Client Success Associate jobs near you
Infographic showing various Client Success Associate job openings in Philadelphia, PA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $53,473 per year, or $25.7 per hour.

Non Registered Client Associate

Citadel

West Chester, PA • On-site

Full-time

Re-posted 5 days ago

Job description

Job Overview
Are you strong team player who is passionate about providing superior service?
Citadel Credit Union is currently looking to fill an opening for a Non-Registered Client Associate. In this role, the ideal candidate will assist one or more Financial Advisor's with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, and provides overall customer service support to clients.
Responsibilities
  • Process new account applications, and maintenance requests by copying, mailing, scanning, and uploading to broker dealer platform. Review materials for completeness and accuracy.
  • Assist advisors in organizing and implementing productivity-based campaigns
  • Build and foster strong client relationships through superior member service.
  • Perform clerical functions related to opening client accounts, maintenance requests but copying, mailing, scanning, and uploading documents.
  • Work with the FA(s) and the client in obtaining the required documents based upon the type of account(s) established.
  • Organize and assist in the maintenance of complete client account and trade- related records for the FA(s) and certain required files for the branch office.
  • Perform operational or administrative functions for client related requests (i.e., check requests, wiring funds, address change, dividend information, etc.).
  • Provide reports and other information to FA(s), as requested.
  • Identify situations that need to be brought to the attention of the FA(s) or escalated to the Branch Manager; including suspicious client and/or employee activity or behavior.
  • Perform various administrative duties (i.e., typing, filing, answering phones, mailing documents/letters, etc.) and other duties and projects as assigned by the FA and/or Branch Manager.
  • As requested, schedule appointments for client meetings and maintain accurate records of appointments on financial advisor's calendar.
  • Work directly with broker-dealer, annuity, and fund companies as directed.
  • Utilize available technology and tools to support efficient and effective time management.

Non-registered Client Associates may not volunteer quotes or other stock information to clients.
Qualifications and Education Requirements
  • High School Diploma
  • Bachelor's Degree (preferred)
  • Minimum of five years of customer service and financial industry experience
  • Proficient skills in Microsoft Office products
  • FINRA SIE exam is required

Additional Skills/Notes
  • Ability to set priorities and handle multiple tasks in a fast-paced work environmenbility to build and foster strong client relationships through strong service to our members
  • Dependable, responsible contributor committed to excellence and success
  • Highly motivated self-starter who can work independently with minimal supervisior
  • Must display traits such as integrity, work ethic and team-orientation
  • Ability to build and foster strong client relationships

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

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