Measures of Success include * Growth in net new investment assets in collaboration with Wealth ... Client satisfaction survey results. Qualifications, Education, Certifications and/or Other ...
Measures of Success include * Growth in net new investment assets in collaboration with Wealth ... Client satisfaction survey results. Qualifications, Education, Certifications and/or Other ...
Customer Success Associate
Milford, DE · 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
Milford, DE · 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 ...
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 ...
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 ...
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
Wilmington, DE · 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
Wilmington, DE · 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 ...
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
Seaford, DE · 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
Seaford, DE · 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 ...
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
Dover, DE · 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
Dover, DE · 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 ...
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 ...
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
Newark, DE · 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
Newark, DE · 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 ...
Director, Business Development - Toxicology Lab Services
Newark, DE · On-site
$120K - $150K/yr
Demonstrated success selling globally delivered ADME/Tox services and managing client expectations across the assigned regions * Strong network in the pharma/biotech industry and deep knowledge of ...
Quick apply
Director, Business Development - Toxicology Lab Services
Newark, DE · On-site
$120K - $150K/yr
Demonstrated success selling globally delivered ADME/Tox services and managing client expectations across the assigned regions * Strong network in the pharma/biotech industry and deep knowledge of ...
Customer Success Associate
Middletown, DE · 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
Middletown, DE · 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
Smyrna, DE · 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
Smyrna, DE · 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 ...
Attend client meetings * Assist with onsite timekeeping * Engage with onsite associates and supervisors daily to ensure client success metrics are being met * Complete associate counseling in regard ...
Quick apply
Attend client meetings * Assist with onsite timekeeping * Engage with onsite associates and supervisors daily to ensure client success metrics are being met * Complete associate counseling in regard ...
Client Delivery Specialist - Treasury Management Job Locations US-PA-Lancaster | US-NJ-Bridgewater ... Success in this role requires strong knowledge of treasury management products, the ability to ...
Client Delivery Specialist - Treasury Management Job Locations US-PA-Lancaster | US-NJ-Bridgewater ... Success in this role requires strong knowledge of treasury management products, the ability to ...
Trainer & Sales Representative -- Professionals with Teaching or Coaching Experience Encouraged to Ap
Rehoboth Beach, DE · On-site
$85K - $105K/yr
You'll manage a local territory, build strong business relationships, and mentor newer team members helping shape both client success and team growth. Working as an independent contractor, you'll ...
Quick apply
Trainer & Sales Representative -- Professionals with Teaching or Coaching Experience Encouraged to Ap
Rehoboth Beach, DE · On-site
$85K - $105K/yr
You'll manage a local territory, build strong business relationships, and mentor newer team members helping shape both client success and team growth. Working as an independent contractor, you'll ...
Success in this role requires strong knowledge of treasury management products, the ability to ... The specialist delivers a seamless client experience by providing proactive communication ...
Success in this role requires strong knowledge of treasury management products, the ability to ... The specialist delivers a seamless client experience by providing proactive communication ...
Client Success information
See Delaware salary details
$32.5K - $42.3K
4% of jobs
$42.3K - $52.1K
10% of jobs
$58.9K is the 25th percentile. Wages below this are outliers.
$52.1K - $61.9K
16% of jobs
$61.9K - $71.7K
15% of jobs
The median wage is $75.4K / yr.
$71.7K - $81.4K
14% of jobs
$81.4K - $91.2K
14% of jobs
$93.9K is the 75th percentile. Wages above this are outliers.
$91.2K - $101K
10% of jobs
$101K - $110.8K
10% of jobs
$110.8K - $120.6K
4% of jobs
$120.6K - $130.3K
2% of jobs
$130.3K - $140.1K
2% of jobs
$32.5K
$83.1K
$140.1K
How much do client success jobs pay per year?
What is a typical CSM salary?
What are the key skills and qualifications needed to thrive as a Client Success professional, and why are they important?
What is the difference between Client Success vs Customer Support?
| Aspect | Client Success | Customer Support |
|---|---|---|
| Primary Focus | Proactively ensuring client satisfaction and long-term success | Reactively resolving immediate issues and technical problems |
| Work Environment | Strategic, relationship-driven, often involves onboarding and account management | Operational, troubleshooting, and technical assistance |
| Required Skills | Communication, relationship management, strategic planning | Technical knowledge, problem-solving, customer service skills |
While both roles aim to improve customer experience, Client Success focuses on building long-term relationships and ensuring clients achieve their goals, whereas Customer Support addresses immediate technical issues and troubleshooting. Understanding these differences helps organizations assign the right roles to enhance customer satisfaction and retention.
Will AI replace CSM?
What is the role of client success?
What are some common challenges faced by Client Success professionals and how can they be addressed?
What is Client Success?
What jobs pay 4000 a week without a degree?

Job description
Description
AtCitizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our distinguishedclient-centric culture, having a mindset ofcontinuous improvementand alwaysenhancing our capabilities. Citizens Private Clientprovides personalized, world class financial planning and advice to help clients achieve their financial goals. We do this through creating a culture of continuous coaching, professional development, and ongoing practice management support.
As aCitizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and high-net-worth clients to exceed their expectations by thinking long term, always doing the next right thing, and collaborating with other colleagues. PCRMs partner with Wealth Financial Advisors and Certified Financial Planners (CFPs), creating the Citizens Private Client team.
Primary responsibilities include
- Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions.
- Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client's financial goals, and presenting personalized strategies aligned with each client's objectives.
- Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights.
- Provide exceptional, high-touch client experiences.
- Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals.
- Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens.
- Leverage Salesforce CRM to track activity.
Measures of Success include
- Growth in net new investment assets in collaboration with Wealth Partners.
- Growth in new deposits including checking, savings, and CD balances.
- Growth in lending units and balances through mortgages, home equity lines, and securities-based lending.
- Client satisfaction survey results.
Qualifications, Education, Certifications and/or Other Professional Credentials
- Bachelor's degree (preferred).
- 3 - 5 years of banking, wealth management or other relevant equivalent experience.
- Experience working with affluent and high net worth clients.
- Required Licenses:Â SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire.
- Demonstrated success in a client-centric, initiative-taking sales environment.
- Experience establishing and maintaining relationships with clients and internal partners.
- Knowledge of industry regulatory requirements to ensure a sound control environment.
- Excellent written and verbal communication skills.
Compensation
- Salary and opportunity to earn Incentive compensation.
- Salary is commensurate with experience.
Hours & Work Schedule
- Hours per Week: 40
- Work Schedule: M-F; potential Saturday hours
#LI-CITIZENS5
Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.
Equal Employment Opportunity
Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.
Education:Why Work for UsEmployment Type: 1ST