Client Success Associate Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate ...
Client Success Associate Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate ...
Client Success Associate
West Palm Beach, FL · On-site
Client Success Associate SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our ...
Client Success Associate
West Palm Beach, FL · On-site
Client Success Associate SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our ...
Client Success Manager
Miami, FL · On-site
Client Success Manager Location: Miami, FL or Chicago, IL About eMed eMed is a digital health leader powered by its Empathetic AIâ„¢ Population Health Platform. We partner with employers, governments ...
Client Success Manager
Miami, FL · On-site
Client Success Manager Location: Miami, FL or Chicago, IL About eMed eMed is a digital health leader powered by its Empathetic AIâ„¢ Population Health Platform. We partner with employers, governments ...
Client Success Associate
West Palm Beach, FL · On-site
Client Success Associate Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate ...
Client Success Associate
West Palm Beach, FL · On-site
Client Success Associate Opportunity SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate ...
Client Success Manager
Saint Petersburg, FL · On-site
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About the role As a Client Success Manager at AppWork, you'll use your on-site multifamily experience to help other properties run more smoothly - without the day-to-day stress of onsite operations.
Client Success Manager
Saint Petersburg, FL · On-site
$60K/yr
About the role As a Client Success Manager at AppWork, you'll use your on-site multifamily experience to help other properties run more smoothly - without the day-to-day stress of onsite operations.
Customer Success Manager
Miami, FL · Remote
$3.5K - $7.0K/mo
Customer Success Manager (CSM) - Remote Location: Remote - US, UK or Canada (native-level American ... Conduct weekly and monthly client meetings, depending on service type (Social Media vs. SEO) * ...
Customer Success Manager
Miami, FL · Remote
$3.5K - $7.0K/mo
Customer Success Manager (CSM) - Remote Location: Remote - US, UK or Canada (native-level American ... Conduct weekly and monthly client meetings, depending on service type (Social Media vs. SEO) * ...
Client Success Specialist
Tampa, FL · On-site
$50K - $60K/yr
Address concerns and coordinate solutions with internal teams Client Success & Retention * Monitor client satisfaction and engagement * Identify opportunities to improve the client experience ...
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Client Success Specialist
Tampa, FL · On-site
$50K - $60K/yr
Address concerns and coordinate solutions with internal teams Client Success & Retention * Monitor client satisfaction and engagement * Identify opportunities to improve the client experience ...
On Site ( Tampa, Florida ) Job Summary We are hiring a Client Success Manager , high-impact role focused on onboarding, execution, and client relationship management. This is an operations-driven ...
On Site ( Tampa, Florida ) Job Summary We are hiring a Client Success Manager , high-impact role focused on onboarding, execution, and client relationship management. This is an operations-driven ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Manager
Tampa, FL · On-site
On Site ( Tampa, Florida ) Job Summary We are hiring a Client Success Manager , high-impact role focused on onboarding, execution, and client relationship management. This is an operations-driven ...
Client Success Manager
Tampa, FL · On-site
On Site ( Tampa, Florida ) Job Summary We are hiring a Client Success Manager , high-impact role focused on onboarding, execution, and client relationship management. This is an operations-driven ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist
Winter Park, FL · On-site
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist
Winter Park, FL · On-site
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist
Winter Park, FL · On-site
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist
Winter Park, FL · On-site
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist
Winter Park, FL · On-site
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist
Winter Park, FL · On-site
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist
Winter Park, FL · On-site
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success Specialist
Winter Park, FL · On-site
Client Success Specialist WESH 2, the NBC affiliate in Orlando, Florida is looking for a Client Success Specialist to assist the sales team. You will work with the sales team on processing ...
Client Success information
See Florida salary details
$24.3K - $31.6K
4% of jobs
$31.6K - $38.9K
10% of jobs
$44K is the 25th percentile. Wages below this are outliers.
$38.9K - $46.2K
16% of jobs
$46.2K - $53.5K
15% of jobs
The median wage is $56.3K / yr.
$53.5K - $60.8K
14% of jobs
$60.8K - $68.1K
14% of jobs
$70.1K is the 75th percentile. Wages above this are outliers.
$68.1K - $75.4K
10% of jobs
$75.4K - $82.7K
10% of jobs
$82.7K - $90K
4% of jobs
$90K - $97.3K
2% of jobs
$97.3K - $104.6K
2% of jobs
$24.3K
$62.1K
$104.6K
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?
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Job description
Client Success Associate
Opportunity
SMArtX Advisory Solutions, a fast-growing and innovative financial technology company located in West Palm Beach, Florida, is seeking a Client Success Associate to join our expanding team. This role offers the opportunity to take meaningful steps to grow in your career path while gaining valuable experience in financial services, client success, and investment technology.
As a Client Success Associate, you will provide support to our advisors, brokers, and wealth management clients while gaining hands-on experience with the SMArtX platform. You’ll learn how to onboard new clients, resolve inquiries, and collaborate with internal teams to deliver exceptional client experiences. This role is ideal for someone who is proactive, detail-oriented, and passionate about helping others succeed.
Responsibilities
- Support the onboarding process for new clients, ensuring smooth adoption of the SMArtX platform.
- Provide timely and accurate responses to client inquiries via email, chat, phone, and Intercom communications.
- Assist with account setup, maintenance, and documentation updates.
- Collaborate with internal teams (trading, operations, technology) to resolve client issues.
- Conduct basic client trainings and support workshops to improve platform utilization.
- Track and log client feedback, escalating recurring issues to senior team members.
- Maintain and contribute to training materials, FAQs, and support documentation.
- Build strong client relationships through consistent follow-up and proactive communication.
Qualifications
- Bachelor’s degree preferred (Business, Finance, or related field a plus).
- 0–1 year of professional experience; internships, part-time roles, or academic projects in financial services, technology, or customer service are a plus.
- Strong communication and interpersonal skills.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Comfortable learning new technology platforms and processes quickly.
- Proficient in Microsoft Office Suite, including Microsoft Excel.
- Team-oriented, proactive, and eager to grow in a client-facing career.
Why Join SMArtX?
Founded in 2018, SMArtX Advisory Solutions is a rapidly growing, leading financial technology firm developing breakthrough innovations in the wealth management industry. We offer a professional yet relaxed atmosphere where motivated individuals thrive, learn, and grow alongside a team of dynamic professionals.
Employment Type: FULL_TIMEAbout SMArtX Advisory Solutions
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
West Palm Beach, FL, US
Year founded
2017