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Client Success Jobs in Chester, CT (NOW HIRING)

Charles IT

Technical Solutions Architect

Middletown, CT · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The TSA role works to ensure client success with Charles IT - by providing a technical voice to our account managers, architecting project initiatives for our client base, and working with our ...

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Showing results 41-60

All JobsClient Success JobsClient Success Jobs in Chester, CT

Client Success information

See Chester, CT salary details

$32.9K

$84K

$141.6K

How much do client success jobs pay per year?

As of Aug 16, 2026, the average yearly pay for client success in Chester, CT is $84,038.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,200.00 and $100,200.00 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 cities near Chester, CT are hiring for Client Success jobs?

Cities near Chester, CT with the most Client Success job openings:

Client Success jobs near you
Infographic showing various Client Success job openings in Chester, CT as of August 2026, with employment types broken down into 78% Full Time, 18% Part Time, and 4% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $84,038 per year, or $40.4 per hour.

Client Services Associate - Old Lyme, CT

Savant Insights

Old Lyme, CT • On-site

$57K - $76K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 7 days ago

Job description

If you thrive on building relationships, keeping things organized, and creating exceptional client experiences, we'd love to consider you for our Client Services Associate position! Join a collaborative team where you'll play an important role supporting financial advisors and helping clients navigate key moments with confidence and care-all while building a rewarding career with a growing, employee-owned firm.
As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.
*Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
The Client Services Associate can expect to focus in the following areas:
  • Provides first line of contact with clients and prospects with a professional approach.
  • Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
  • Meets routine client needs in a timely manner and understands Savant's unique philosophies.
  • Manages client information-prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
  • Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
  • Supports account opening process with Savant for all prospects and clients in a seamless way.
  • Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
  • Facilitate completion of all client applications and transfer documents.
  • Proofreads reports, documentation, and electronic data for errors.
  • Assembles materials for client meetings.
  • Utilizes Salesforce to complete both client and internal requests.
  • Professionally answers and directs incoming telephone calls.
  • Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
  • Assists in coordinating RSVPs, planning, and set-up for events in area.
  • Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
  • Serves as back up to others within Client Services as needed.
  • Maintains team approach by assisting and filling in for others as requested.

A couple things to note about this position:
  • This position is an in-person position based out of our office in Old Lyme, Connecticut.
  • The schedule for this role is Monday - Friday 8:00am - 5:00pm.

The Client Services Associate position typically requires the following qualifications:
  • Bachelor's or Associate's Degree from accredited college or university preferred
  • Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

What Sets Savant Apart
  • Collaborative, integrated model across advisory, tax, and planning-no silos
  • Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
  • Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
  • Majority employee-owned, giving our team a shared stake in our long-term success

The Perks
At Savant, we invest in our people-supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Our Total Rewards
Core Benefits (Effective Day One):
  • Medical, dental, and vision coverage with multiple plan options
  • Health Savings Account (HSA) or Flexible Spending Account (FSA)
  • Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:
  • 401(k) with company match (Roth and Traditional options)
  • Team-based incentive opportunities and recognition programs

Time Away & Flexibility:
  • Generous paid time off, plus at least 10 paid holidays
  • Annual "Savantiversary" day
  • Summer Hours (shorter work weeks during the summer)
  • Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:
  • Employee Assistance Program (EAP)
  • Wellness reimbursements (e.g., gym memberships)
  • Flexible "Dress for Your Day" approach

We're happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer

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