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Client Success Associate Jobs in Spring, TX (NOW HIRING)

Munich RE

Advisor Senior, Offshore

Houston, TX

$130.40K - $130.80K/yr

HSB Solomon Associates LLC (Solomon), a subsidiary of Hartford Steam Boiler and MunichRe, is ... enables client success. Solomon's engagements cover a wide range of topics, from strategy to ...

Munich Re

Advisor Senior, Offshore

Houston, TX

$130.40K - $130.80K/yr

HSB Solomon Associates LLC (Solomon), a subsidiary of Hartford Steam Boiler and MunichRe, is ... enables client success. Solomon's engagements cover a wide range of topics, from strategy to ...

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Client Success Associate information

See Spring, TX salary details

$16.5K

$47.2K

$82.8K

How much do client success associate jobs pay per year?

As of May 31, 2026, the average yearly pay for client success associate in Spring, TX is $47,156.00, according to ZipRecruiter salary data. Most workers in this role earn between $33,800.00 and $58,300.00 per year, depending on experience, location, and employer.

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.

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 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 is a client success associate?

A client success associate is a professional responsible for managing client relationships, ensuring customer satisfaction, and helping clients achieve their goals with a company's products or services. They often communicate via phone, email, or chat, and may use customer relationship management (CRM) tools to track interactions and outcomes.

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 Spring, TX? The most popular types of Client Success jobs in Spring, TX are:
What are popular job titles related to Client Success Associate jobs in Spring, TX? For Client Success Associate jobs in Spring, TX, the most frequently searched job titles are:
What job categories do people searching Client Success Associate jobs in Spring, TX look for? The top searched job categories for Client Success Associate jobs in Spring, TX are:
What cities near Spring, TX are hiring for Client Success Associate jobs? Cities near Spring, TX with the most Client Success Associate job openings:
Client Success Associate jobs near you

Planning Consultant - The Woodlands, TX

Fidelity Investments

The Woodlands, TX • On-site

Full-time

Posted 15 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 264 frontline employees who took The Breakroom Quiz

14th of 138 rated financial services

Job description

Job Description:
Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity.
As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy that supports each client's unique planning needs.
The Expertise We're Looking For
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • Minimum 2 years of financial services or relevant experience
  • Attainment of CFP® Certification is highly encouraged

The Purpose of Your Role
The Planning Consultant works alongside the Financial Consultant and/or Wealth Planner in a financial planning capacity. This role expands upon the planning capabilities available to engage Fidelity's most valuable clients. In addition to the primarily role of conducting financial planning interactions, you will support the overall client relationship by using innovative technologies, such as Glance, to maximize efficiencies for clients. You will be in complete alignment with Fidelity's firm wide initiatives that will give you the opportunity to positively influence clients' financial plans. You will see your impact on the business and have rewarding interactions with clients every single day!
The Skills You Bring
  • Remarkable understanding of financial planning concepts to help clients build effective financial plans for them and their families.
  • Ability to profile to understand planning needs and identify appropriate solutions
  • You have a vested interest in building relationships and being an advocate for clients
  • You are motivated toward success, willing to demonstrate ownership, and committed to achieving meaningful goals
  • Comfort making outbound calls to further educate clients and uncover opportunities

Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
We believe it is important to approach life holistically. Fidelity's greatest advantage is our people so our benefit programs(opens in a new tab) are designed to help you and your loved ones strike the right balance. Sound too good to be true? See for yourself and learn more about our benefits offerings:
  • We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements
  • Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments(opens in a new tab)
  • Click here for a story about how we are helping our employee's payback their student loan debt(opens in a new tab)

The Value You Deliver
  • Conducting joint appointments with clients, focused on consultations through Fidelity's guidance offering
  • Educating and planning with clients to uncover opportunities that will lead to the client's success
  • Creating and maintaining an organized client contact strategy, including engaging business partners and using tools such as Salesforce
  • Building long-lasting, meaningful relationships with clients
  • Mentoring and supporting the success of your peers

How Your Work Impacts the Organization
Through your knowledge of financial planning and your ability to build relationships, you will effectively profile, navigate and present the output of our guidance tools, leading to an in-depth discussion around our planning concepts. This will lead you to uncover additional complex planning opportunities in which you'll partner with the Financial Consultant or Wealth Planner to develop further. This partnership will allow the team to further meet the needs of our clients!
Certifications:
Series 07 - FINRA, Series 63 - FINRA
Category:
Relationship Management
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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