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Client Success Associate Jobs in Worcester, MA (NOW HIRING)

UBS

Client Associate

Wellesley, MA · On-site

$70K - $76K/yr

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... success. We're dedicated to our craft and passionate about putting our people first, with new ...

UBS

Client Associate

Wellesley, MA

Do you know how to take care of people? We're looking for a Client Associate to: • keep ... success. We're dedicated to our craft and passionate about putting our people first, with new ...

Sun Life Financial

Account Manager

Wellesley Hills, MA · Hybrid

$63K - $94.50K/yr

We have more than 6,400 employees and associates in our partner dental practices and operate ... The Account Manager (AM) for our Health & Risk Solutions Client Success group is responsible for ...

Sun Life Financial

Account Manager

Wellesley Hills, MA · Hybrid

$63K - $94.50K/yr

We have more than 6,400 employees and associates in our partner dental practices and operate ... The Account Manager (AM) for our Health & Risk Solutions Client Success group is responsible for ...

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$18.5K

$52.9K

$92.8K

How much do client success associate jobs pay per year?

As of May 29, 2026, the average yearly pay for client success associate in Worcester, MA is $52,861.00, 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 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 Worcester, MA? The most popular types of Client Success jobs in Worcester, MA are:
What are popular job titles related to Client Success Associate jobs in Worcester, MA? For Client Success Associate jobs in Worcester, MA, the most frequently searched job titles are:
What job categories do people searching Client Success Associate jobs in Worcester, MA look for? The top searched job categories for Client Success Associate jobs in Worcester, MA are:
What cities near Worcester, MA are hiring for Client Success Associate jobs? Cities near Worcester, MA with the most Client Success Associate job openings:
Client Success Associate jobs near you
Client Associate/Registered Client Associate

Client Associate/Registered Client Associate

Royal Bank of Canada

Wellesley, MA • On-site

$44K - $66K/yr

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Job Description
This role can sit in either our Wellesley or Danvers office.
What is the opportunity?
Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to our clients, advisors and branch. Use your administrative and operational skills to help our advisors manage and grow their business. Demonstrate a client first approach as you meet compliance standards, research and resolve problems, onboard new accounts, process and maintain account records, implement technology changes and prepare correspondence in a fast paced, professional and collaborative environment.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
  • Build and maintain professional relationships with clients by assisting them and answering account questions.
  • Take initiative to handle account inquiries and customer needs and escalate to financial advisors when appropriate.
  • Adhere to compliance standards by obtaining and maintaining appropriate account documentation and communicate with clients about items needed.
  • Facilitate the transfer of funds and securities, complete trades in client accounts, and process checks, wires and ACH's in a timely manner.
  • Provide administrative and operational support to one or more Financial Advisors (FA) and/or the Branch Director. Such responsibilities may include servicing clients, researching problems, processing account forms and related paperwork, maintaining appropriate account records, preparing client correspondence and entering unsolicited orders in client accounts.
  • Goals should reflect and align with the overall business plan of the FA(s) this person supports.

What do you need to succeed?
Must-have
  • Bachelor's degree or job-related experience
  • Strong soft skills including verbal and written communication, people, organizational, and client service skills
  • Attention to detail coupled with the mindset of how you can make advisors more efficient and effective
  • Series 7 and 66 (or 63/65) licenses or the willingness to get licensed within 12 months of hire
  • Ability to adapt to a rapidly changing business and technology environment

Nice-to-have
  • Current FINRA registrations
  • Financial services experience

What's in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
  • A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
  • Leaders who support your development through coaching and managing opportunities
  • Ability to make a difference and lasting impact
  • Work in a dynamic, collaborative, progressive, and high-performing team
  • Flexible work/life balance options
  • Opportunities to do challenging work
  • Opportunities to take on progressively greater accountabilities
  • Access to a variety of job opportunities across business

The expected salary range for the Client Associate role is $44,000 - $66,000 and the Registered Client Associate role is $49,500 - $77,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC's discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
  • Drives RBC's high-performance culture
  • Enables collective achievement of our strategic goals
  • Generates sustainable shareholder returns and above market shareholder value

Job Skills
Additional Job Details
Address:
57 RIVER STREET:WELLESLEY
City:
Wellesley
Country:
United States of America
Work hours/week:
40
Employment Type:
Full time
Platform:
WEALTH MANAGEMENT
Job Type:
Regular
Pay Type:
Salaried
Posted Date:
2026-03-31
Application Deadline:
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
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Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.

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