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Client Success Jobs in Rhode Island (NOW HIRING)

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A Client Service Associate is an integral role in the growth and success of the team's business and practice. Responsibilities include but are not limited to: * Assist clients (via phone or in person ...

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A Client Service Associate is an integral role in the growth and success of the team's business and practice. Responsibilities include but are not limited to: * Assist clients (via phone or in person ...

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About the role You will lead Dockwa's Customer Success function and a team of Marina Success Managers (MSMs). This is an operator's job. You will build the segmented operating model, coach and grow ...

Oversee client success metrics and ensure training quality standards * Support sales and assessment goals alongside leadership * Facilitate workshops and team development sessions * Drive local ...

Oversee client success metrics and ensure training quality standards * Support sales and assessment goals alongside leadership * Facilitate workshops and team development sessions * Drive local ...

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Client Success information

See Rhode Island salary details

$31.8K

$81.3K

$137.1K

How much do client success jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client success in Rhode Island is $81,346.00, according to ZipRecruiter salary data. Most workers in this role earn between $58,300.00 and $97,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client success professional?

To thrive as a Client Success professional, you need strong relationship management skills, problem-solving ability, and a background in business or communications, often supported by a relevant degree. Familiarity with CRM platforms like Salesforce or HubSpot and proficiency in customer support tools are typically required. Exceptional communication, active listening, and empathy help you build trust and effectively address client needs. These skills are crucial for ensuring client satisfaction, retention, and long-term business growth.

What is the difference between Client Success vs Customer Support?

AspectClient SuccessCustomer Support
Primary FocusProactively ensuring client satisfaction and long-term successReactively resolving immediate issues and technical problems
Work EnvironmentStrategic, relationship-driven, often involves onboarding and account managementOperational, troubleshooting, and technical assistance
Required SkillsCommunication, relationship management, strategic planningTechnical 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.

What are some common challenges faced by client success professionals and how can they be addressed?

Client Success professionals often face challenges such as managing high client expectations, balancing multiple accounts, and ensuring clear communication between clients and internal teams. Addressing these challenges involves proactive communication, effective time management, and developing a deep understanding of the client's business needs. Building strong relationships and regularly soliciting feedback can help prevent misunderstandings and foster long-term client satisfaction.

What is client success?

Client Success refers to a role or department within a company that is dedicated to ensuring customers achieve their desired outcomes while using a product or service. Professionals in Client Success act as liaisons between the company and its clients, focusing on building strong relationships, providing ongoing support, and helping clients maximize the value of their purchase. Their responsibilities often include onboarding, training, addressing concerns, and identifying opportunities to enhance customer satisfaction and retention. The ultimate goal of Client Success is to foster long-term client loyalty and drive business growth.

What are the most commonly searched types of Client Success jobs in Rhode Island?

The most popular types of Client Success jobs in Rhode Island are:

What are popular job titles related to Client Success jobs in Rhode Island?

For Client Success jobs in Rhode Island, the most frequently searched job titles are:

What cities in Rhode Island are hiring for Client Success jobs?

Cities in Rhode Island with the most Client Success job openings:

Infographic showing various Client Success job openings in Rhode Island as of August 2026, with employment types broken down into 76% Full Time, 21% Part Time, and 3% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $81,346 per year, or $39.1 per hour.

Client Service Associate - Financial Services

Oppenheimer & Co. Inc.

Providence, RI • On-site

$45K - $60K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 2 days ago

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Job description

Oppenheimer & Co. Inc. is a leading national investment firm providing a full range of wealth management and securities brokerage services. We are currently hiring for the role of Client Service Associate to add to our established and growing team! Primary responsibility is to support Financial Advisors in sales and in day-to-day operations of their practice. This role requires strong interpersonal and multi-tasking skills. The candidate should be able to operate independently as well as a member of a small team. A Client Service Associate is an integral role in the growth and success of the team's business and practice.

Responsibilities include but are not limited to:

  • Assist clients (via phone or in person) with administrative requests & questions (check reconciliation, statement/paperwork questions, disbursement or deposit of funds etc.)
  • Processing forms for new account opening, annuities, life insurance, and other investment applications
  • Database management of contacts and associates using Oppenheimer & Co. Inc. internal software
  • Correspondence to clients, delegates, associates, and Senior Management
  • Coordination of and preparation for client review meetings
  • Perform other job related duties as assigned

Position requirements:
• Previous financial industry experience preferred but not necessary
• Detail oriented
• Strong writing, reading and math skills
• Strong organizational and time management skills
• Ability to switch from task to task as needed
• Ability to learn proprietary computer software programs
• Ability to maintain confidential records


We are happy to sponsor individuals interested in pursuing their Series 7 license (dependent on experience).


All inquiries are confidential. Oppenheimer is an equal opportunity employer.

Company Description

Oppenheimer & Co. Inc. (www.opco.com) is a leading national investment firm providing a full range of wealth management and securities brokerage services.