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Client Success Associate Jobs in Stockton, CA (NOW HIRING)

SALES ASSOCIATE

Tracy, CA · On-site

$42 - $45/hr

About the Opportunity In this role, you are an important component to the success of our community ... Ability to use client tracking and design software. * Proficient organizational skills and must be ...

SALES ASSOCIATE

Tracy, CA

$15 - $20.50/hr

About the Opportunity In this role, you are an important component to the success of our community ... Ability to use client tracking and design software. * Proficient organizational skills and must be ...

About the Opportunity In this role, you are an important component to the success of our community ... Ability to use client tracking and design software. * Proficient organizational skills and must be ...

Associate Veterinarian

Stockton, CA · On-site

$150K - $200K/yr

Collaborative, organized, and client-focused with a strong emphasis on work-life balance and ... and success. We empower team members with the resources, support, and opportunities needed to ...

Associate Veterinarian

Stockton, CA · On-site

$150K - $200K/yr

Collaborative, organized, and client-focused with a strong emphasis on work-life balance and ... and success. We empower team members with the resources, support, and opportunities needed to ...

Collaborative, organized, and client-focused with a strong emphasis on work-life balance and ... and success. We empower team members with the resources, support, and opportunities needed to ...

Associate Veterinarian

Stockton, CA · On-site

$150K - $200K/yr

Collaborative, organized, and client-focused with a strong emphasis on work-life balance and ... and success. We empower team members with the resources, support, and opportunities needed to ...

Collaborative, organized, and client-focused with a strong emphasis on work-life balance and ... and success. We empower team members with the resources, support, and opportunities needed to ...

We bring our unique superpowers and champion authenticity in everyone to drive success. About Petco ... client interactions, and tentative and confirmed diagnoses in the medical record in a concise and ...

We bring our unique superpowers and champion authenticity in everyone to drive success. About Petco ... client interactions, and tentative and confirmed diagnoses in the medical record in a concise and ...

Showing results 21-40

Client Success Associate information

See Stockton, CA salary details

$19.5K

$55.8K

$98K

How much do client success associate jobs pay per year?

As of Aug 18, 2026, the average yearly pay for client success associate in Stockton, CA is $55,818.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $69,000.00 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 Stockton, CA?

The most popular types of Client Success jobs in Stockton, CA are:

What are popular job titles related to Client Success Associate jobs in Stockton, CA?

For Client Success Associate jobs in Stockton, CA, the most frequently searched job titles are:

What cities near Stockton, CA are hiring for Client Success Associate jobs?

Cities near Stockton, CA with the most Client Success Associate job openings:

Infographic showing various Client Success Associate job openings in Stockton, CA as of August 2026, with employment types broken down into 1% As Needed, 75% Full Time, 19% Part Time, and 5% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $55,818 per year, or $26.8 per hour.

$20 - $24/hr

Full-time

Retirement

Re-posted 9 days ago


Job description

Position Summary:

The Distributions Associate is responsible for accurate and timely processing of participant distributions for qualified retirement plans, with a strong emphasis on SRT (Schwab Retirement Technologies) workflows and end-to-end distribution execution. This role requires prior hands-on experience processing distributions, navigating recordkeeping systems, and applying plan provisions and regulatory requirements with consistency and care.

In addition to technical expertise, this role plays an important part in supporting FinDec's collaborative, people-forward culture by communicating clearly, welcoming feedback, and contributing to continuous learning and process improvement.


Key Responsibilities

  • Process participant distributions including lump sum, partial, RMDs, hardship withdrawals, loan offsets, and force-out distributions.
  • Execute distribution workflows within SRT, ensuring accuracy, timeliness, and alignment with plan provisions.
  • Review distribution paperwork for completeness, accuracy, and compliance with IRS regulations and plan rules.
  • Identify missing or inconsistent information and proactively coordinate resolution.
  • Communicate professionally with plan sponsors, participants, Relationship Managers, and internal teams to provide status updates and resolve questions.
  • Create, update, and maintain Salesforce cases to document distribution activity, communications, and outcomes.
  • Partner with Compliance and Operations leadership to escalate issues, identify trends, and support corrective actions.
  • Contribute to the refinement of distribution procedures, checklists, and workflows.
  • Meet service level expectations while maintaining a high standard of accuracy and documentation.
  • Support a culture of accountability, transparency, and continuous improvement within the Operations team.


Qualifications

  • 1-2 years of direct experience processing retirement plan distributions (401(k), profit sharing, 403(b), etc.).
  • Hands-on experience working in SRT.
  • Working knowledge of IRS regulations related to retirement plan distributions, including RMD requirements.
  • Strong attention to detail with the ability to manage multiple cases and deadlines simultaneously.
  • Proficiency in Microsoft Office (Excel, Word, Outlook); Salesforce or similar CRM experience preferred.
  • Ability to clearly document work and communicate updates in a regulated environment.


Preferred Traits & Cultural Fit

  • Receptive to feedback and able to adjust approach without defensiveness.
  • Communicates challenges early and clearly, with a solution-oriented mindset.
  • Takes ownership of work, follows through, and meets commitments consistently.
  • Maintains accuracy and composure in a deadline-driven, regulated environment.
  • Approaches work collaboratively, valuing shared accountability and team success.
  • Demonstrates professionalism, discretion, and a strong client-service orientation.