As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... Champion and support your teammates' success and the goals of the bank, while fostering a culture ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... Champion and support your teammates' success and the goals of the bank, while fostering a culture ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... Champion and support your teammates' success and the goals of the bank, while fostering a culture ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... Champion and support your teammates' success and the goals of the bank, while fostering a culture ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... Champion and support your teammates' success and the goals of the bank, while fostering a culture ...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial ... Champion and support your teammates' success and the goals of the bank, while fostering a culture ...
Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We're looking for motivated individuals to join our growing team as Customer Success ...
Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We're looking for motivated individuals to join our growing team as Customer Success ...
Customer Success Associate
Hartford, CT · On-site
Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We're looking for motivated individuals to join our growing team as Customer Success ...
Customer Success Associate
Hartford, CT · On-site
Responsibilities Are you passionate about helping people succeed while delivering exceptional service experiences? We're looking for motivated individuals to join our growing team as Customer Success ...
Private Client Associate - Falmouth, MA
Montgomery, MA · On-site +1
$55K - $70K/yr
As a Private Client Associate you will play an integral role in the success of the Janney branch ... management; Able to assist FAs in organizing and implementing productivity-based campaigns;
Private Client Associate - Falmouth, MA
Montgomery, MA · On-site +1
$55K - $70K/yr
As a Private Client Associate you will play an integral role in the success of the Janney branch ... management; Able to assist FAs in organizing and implementing productivity-based campaigns;
Private Client Associate - Falmouth, MA
Montgomery, MA · On-site +1
$55K - $70K/yr
As a Private Client Associate you will play an integral role in the success of the Janney branch ... management; Able to assist FAs in organizing and implementing productivity-based campaigns;
Private Client Associate - Falmouth, MA
Montgomery, MA · On-site +1
$55K - $70K/yr
As a Private Client Associate you will play an integral role in the success of the Janney branch ... management; Able to assist FAs in organizing and implementing productivity-based campaigns;
Professional Caregivers
Hartford, CT · On-site
$16 - $19/hr
We believe that doing a great job caring for you will lead to client success. Do you want to be a ... management of that business. All inquiries about employment at these businesses should be made ...
Professional Caregivers
Hartford, CT · On-site
$16 - $19/hr
We believe that doing a great job caring for you will lead to client success. Do you want to be a ... management of that business. All inquiries about employment at these businesses should be made ...
Senior Account Executive
West Hartford, CT · On-site
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
West Hartford, CT · On-site
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
West Hartford, CT · On-site
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
West Hartford, CT · On-site
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
West Hartford, CT · On-site
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
West Hartford, CT · On-site
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
West Hartford, CT · On-site
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Senior Account Executive
West Hartford, CT · On-site
$65K - $85K/yr
Contribute to client success through structured 90 day and annual reviews Qualifications This is a ... Comfortable with CRM systems, LinkedIn, and modern prospecting tools * Ability to travel locally ...
Be Seen First
Senior Security Engineer
Glastonbury, CT · Remote
$95K - $145K/yr
This person will balance technical depth and client success. You will guide our security analyst ... Customer Success & Relationship Management * Serve as a point of contact for escalations and ...
Quick apply
Be Seen First
Senior Security Engineer
Glastonbury, CT · Remote
$95K - $145K/yr
This person will balance technical depth and client success. You will guide our security analyst ... Customer Success & Relationship Management * Serve as a point of contact for escalations and ...
Supported Employment and Educational Specialist / Milieu Counselor
Holyoke, MA · On-site
$21 - $22/hr
Coordinate job resources and provide ongoing support to ensure client success in employment ... Manage the therapeutic milieu to ensure a safe and supportive environment for clients. * Facilitate ...
Quick apply
Supported Employment and Educational Specialist / Milieu Counselor
Holyoke, MA · On-site
$21 - $22/hr
Coordinate job resources and provide ongoing support to ensure client success in employment ... Manage the therapeutic milieu to ensure a safe and supportive environment for clients. * Facilitate ...
Senior Director, Customer Success (RapidScale)
Hartford, CT · On-site
$148K - $247K/yr
We deliver secure, reliable managed and advisory services across private, public, and hybrid clouds ... Customer Success, Client Services, Enterprise Account Leadership, or Consulting within B2B ...
Senior Director, Customer Success (RapidScale)
Hartford, CT · On-site
$148K - $247K/yr
We deliver secure, reliable managed and advisory services across private, public, and hybrid clouds ... Customer Success, Client Services, Enterprise Account Leadership, or Consulting within B2B ...
Clinician - Masters
$62K - $68K/hr
... and managing crises. * Collaborate with a diverse team of professionals to enhance client success. * Consistently meet billing and documentation deadlines to ensure smooth operations. * Engage in ...
Clinician - Masters
$62K - $68K/hr
... and managing crises. * Collaborate with a diverse team of professionals to enhance client success. * Consistently meet billing and documentation deadlines to ensure smooth operations. * Engage in ...
We are a growing organization backed by a Fortune 500 company, seeking motivated individuals to join our remote Customer Success team. We work with union members, associations, and families to help ...
We are a growing organization backed by a Fortune 500 company, seeking motivated individuals to join our remote Customer Success team. We work with union members, associations, and families to help ...
Account Executive #1
Hartford, CT · On-site
... client success across integrated media platforms. Who You Are * Above-average analytical and ... Lead renewal conversations and grow long-term client partnerships * Ensure accurate CRM tracking ...
Account Executive #1
Hartford, CT · On-site
... client success across integrated media platforms. Who You Are * Above-average analytical and ... Lead renewal conversations and grow long-term client partnerships * Ensure accurate CRM tracking ...
We are a growing organization backed by a Fortune 500 company, seeking motivated individuals to join our remote Customer Success team. We work with union members, associations, and families to help ...
We are a growing organization backed by a Fortune 500 company, seeking motivated individuals to join our remote Customer Success team. We work with union members, associations, and families to help ...
Client Success Manager information
See Springfield, MA salary details
$32.4K - $42.1K
4% of jobs
$42.1K - $51.9K
10% of jobs
$58.7K is the 25th percentile. Wages below this are outliers.
$51.9K - $61.6K
16% of jobs
$61.6K - $71.3K
15% of jobs
The median wage is $75.1K / yr.
$71.3K - $81.1K
14% of jobs
$81.1K - $90.8K
14% of jobs
$93.5K is the 75th percentile. Wages above this are outliers.
$90.8K - $100.6K
10% of jobs
$100.6K - $110.3K
10% of jobs
$110.3K - $120K
4% of jobs
$120K - $129.8K
2% of jobs
$129.8K - $139.5K
2% of jobs
$32.4K
$82.8K
$139.5K
How much do client success manager jobs pay per year?
What jobs in the US pay 300,000 a year?
What are the key skills and qualifications needed to thrive as a Client Success Manager, and why are they important?
What is a Client Success Manager?
How does a Client Success Manager typically collaborate with other departments to ensure client satisfaction?
What is the difference between Client Success Manager vs Account Manager?
| Aspect | Client Success Manager | Account Manager |
|---|---|---|
| Primary Focus | Ensuring client satisfaction, onboarding, and long-term success | Managing client accounts, upselling, and renewals |
| Work Environment | Proactive engagement, strategic planning | Relationship management, sales-oriented |
| Required Skills | Communication, problem-solving, customer-centric | Sales, negotiation, relationship building |
While both roles involve client interaction, a Client Success Manager focuses on client retention and success post-sale, whereas an Account Manager emphasizes managing and growing existing client accounts through sales and renewals.
What is a typical CSM salary?
Will AI replace CSM?
What does a Client Success Manager do?

J.P. Morgan Wealth Management - Private Client Advisor - Hartford, CT
Hartford, CT
Full-time
Medical, Retirement
Posted 24 days ago
JPMorgan Chase & Co. rating
8.0
Based on 492 frontline employees who took The Breakroom Quiz
61st of 150 rated banks
Job description
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
- Champion and support your teammates' success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
- Certified Financial Planning (CFP) certification is preferred
- Bachelor's degree preferred
NOT FDIC INSURED NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
As part of the Consumer Bank, J.P. Morgan Wealth Management is committed to serving clients across all of their financial needs, with offerings ranging from self-directed and automated investing to full-service advisor relationships. The combined business has ~$400 billion in assets under management and ~4,000 advisors who work out of 3,500 branches and 21 offices. We work directly with clients every day to help them reach their goals, whether they're focused on opportunities in the near future or larger aspirations down the line. But our long-term investment philosophy doesn't just apply to assets; it applies to our team, too. We're fostering and promoting diverse talent at every level to ensure you feel represented here, no matter who you are or where you come from. As a business, we believe that fostering growth and mobility internally empowers us to deliver the exceptional service, custom solutions, and out-of-the-box thinking we're known for as a global leader.
What JPMorgan Chase & Co. employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About JPMorgan Chase & Co
Sourced by ZipRecruiter
Industry
Finance and insurance and banking and credit intermediation
Company size
10,000+ Employees
Headquarters location
New York, NY, US