Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client Success Associate

The Brixton

About Us

At The Brixton Inc , we’re passionate about helping our clients succeed. We provide innovative marketing solutions that help businesses grow. We’re looking for a proactive and personable Client Success Associate to join our growing team and ensure our clients receive the support, guidance, and value they deserve.

What You’ll Do

As a Client Success Associate, you’ll be the go-to contact for our clients—ensuring they have a smooth experience, get the most from our products or services, and stay excited about partnering with us.

Key responsibilities include:

  • Building and maintaining strong, long-term relationships with clients.
  • Serving as the main point of contact for client enquiries, support, and follow-ups.
  • Assisting new clients through onboarding and training processes.
  • Monitoring client accounts to ensure satisfaction and identify opportunities for growth.
  • Gathering and analyzing feedback to improve client experience and internal processes.
  • Collaborating with sales, marketing, and product teams to deliver seamless client experiences.
  • Tracking client engagement and preparing regular reports on account health and performance.

If you’re passionate about helping clients succeed and thrive in a fast-paced environment, we’d love to hear from you!

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client Success Associate in Coral Gables, FL vacancy
  •  ...The Client Services Associate is is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/...  ...Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work... 
    Suggested
    Work experience placement

    Amerant Bank

    Miami, FL
    3 days ago
  •  ...Your role Your role We're looking for a Registered Client Service Associate to: • Conduct order entry functions supporting the Financial...  ...skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting... 
    Suggested
    Work at office
    Flexible hours

    UBS

    Coral Gables, FL
    5 days ago
  • $21.75 - $44.5 per hour

     ...industry. Job Description: The Client Engagement Specialist (CES) plays a pivotal...  ...escalation Influence Stakeholder Success: ~ Build and maintain strong relationships...  ...the applicable geographic differential associated with the location at which the position... 
    Suggested
    Hourly pay
    Contract work
    Work at office
    Local area
    Remote work
    Worldwide
    Shift work

    Crowe

    Miami, FL
    3 days ago
  •  ...services firm in Miami seeks a Business Development Associate to support Financial Advisors in cultivating client relationships and delivering exceptional service....  ...where the candidate can thrive and contribute positively to client success. #J-18808-Ljbffr PowerToFly
    Suggested

    PowerToFly

    Miami, FL
    3 days ago
  •  ...Registered Client Associate In Wealth And Investment Management Wells Fargo is seeking a Registered Client Associate in Wealth and Investment...  ..., training, military experience, education ~ US only: Successfully completed Financial Industry Regulatory Authority (FINRA)... 
    Suggested
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Miami, FL
    10 hours ago
  •  ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members...  ...of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment,... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Miami, FL
    3 days ago
  •  ...The Client Services Associate III provides superior service standards to their assigned customer portfolio of personal and commercial clients...  ..., FBI Criminal Background and credit check must be successfully passed before job offer is presented Functional Skills &... 
    Temporary work
    Work experience placement
    Work at office

    Amerant Bank

    Miami, FL
    4 days ago
  •  ...Registered Client Service Associate Registered Client Service Associates provide exceptional service to our clients and support Financial...  ...trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal... 
    Work at office
    Local area

    Morgan Stanley

    Miami, FL
    3 days ago
  •  ...Registered Client Service Associate Supports Financial advisors and their prospective and existing clients and other branch staff team members...  ...of assets to ensure all assets and cost basis were successfully received. Monitors available cash awaiting investment,... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Miami, FL
    3 days ago
  • Advisor Development Program Client Associate Merrill Wealth Management is a leading provider of comprehensive wealth management and investment...  ...continuing education requirements We'll help you Build a successful career at Bank of America through world-class training and... 
    Traineeship
    Work experience placement
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Miami, FL
    1 day ago
  •  ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin...  ...they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high... 

    Chase

    Miami, FL
    3 days ago
  •  ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.... 
    Seasonal work
    Work at office
    Work from home
    Shift work
    Day shift

    Bank of America

    Miami, FL
    1 day ago
  •  ...of America is hiring for a role within Merrill Wealth Management in Miami, Florida. The position focuses on delivering exceptional client service and supporting a team dedicated to client needs and banking integration. Candidates should possess a client-centric approach... 
    Work from home

    Bank of America

    Miami, FL
    1 day ago
  •  ...Prepare meeting documents and other materials. Schedule meetings for team utilizing our group’s various applications Respond to client questions regarding accounts, policies, and procedures. Review daily activity and reconcile current client activity, fund transfers... 

    Leeds Professional Resources

    Miami, FL
    1 day ago
  • A financial services company is seeking a Financial Advisor Client Associate to support multiple Advisors by providing excellent client service and operational excellence. The ideal candidate should hold necessary FINRA qualifications, possess strong interpersonal and... 

    National Black MBA Association

    Miami, FL
    4 days ago
  • Ascendo Resources is seeking a Junior Relationship Manager / Trading Associate in Miami to join their wealth management team. The ideal...  ...strong organizational skills, and a service-oriented approach to client management. This role involves supporting advisors with account... 

    Ascendo Resources

    Miami, FL
    1 day ago
  • Bank of America is looking for a dedicated Client Service Associate in Miami, Florida, to support Financial Advisors by providing excellent client service and managing diverse client needs. Candidates should possess strong industry knowledge, ideally holding relevant FINRA... 

    Bank of America

    Miami, FL
    1 day ago
  •  ...Client Service Associate (Portuguese) Job Category: Associate Requisition Number: CLIEN001989 Posted: June 5, 2026 Full-Time Hybrid Florida Description Responsibilities: Support bankers and investors in performing various aspects of the relationship... 
    Full time

    Itau

    Miami, FL
    5 days ago
  •  ...Client Service Associate Under direct supervision, uses intermediate skills obtained through experience and training to assist Financial Advisors and provide clients with quality service. Follows established procedures to perform routine tasks and receives general... 
    Work experience placement
    Work at office

    Raymond James Financial Services

    Miami, FL
    1 day ago
  •  ...Client Services Associate Miami, Florida, United States About the Job Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business. Must have Series 7 additional licenses are a plus. The role focuses on delivering excellent... 

    Norman Alex

    Miami, FL
    4 days ago
  •  ...Client Service Associate (CSA) - Wealth Management A growing and highly regarded wealth management firm is seeking an experienced Client Service Associate (CSA) to support advisors and deliver a high-level client experience. This role is ideal for someone with a... 
    Work at office
    Local area

    Ascendo

    Doral, FL
    3 days ago
  • $50.6k - $70.6k

     ...assisting with sales and building relationships with customers to enhance loyalty and sales growth. You will work closely with business clients and provide exceptional service while adhering to Citibank's policies. The ideal candidate will have a Bachelor's degree, some... 

    Citigroup Inc.

    Miami, FL
    1 day ago
  • JPMorgan Chase & Co. in Miami is seeking a Senior Client Service Associate to manage client relationships, providing exceptional service in a fast-paced environment. Candidates must hold FINRA licenses and have at least 3 years of experience in investment management. The... 

    JPMorgan Chase & Co.

    Miami, FL
    1 day ago
  •  ...Client Service Associate I Join our dynamic team as a Client Service Associate I and become a vital part of our mission to elevate our Latin American client experience. As a Client Service Associate I within Securities Services Custody Client Operations, you will provide... 

    JPMorgan Chase

    Miami, FL
    18 days ago
  •  ...Client Services Associate Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a... 
    Work at office

    Citigroup

    Miami, FL
    4 days ago
  • $80k - $110k

    Vontobel Holding AG in Miami is seeking a Senior Client Associate / Office Manager to manage client portfolios and ensure seamless facility operations. The ideal candidate possesses a strong background in the banking industry, excellent communication skills, and an understanding... 
    Work at office

    Vontobel Holding AG

    Miami, FL
    1 day ago
  •  ...Client Service Associate I – Corp Bank Functional title - Lending Associate/Assistant Banesco USA is searching for their new Client Service Associate for our Corporate Banking Department. Primary Job Duties: Assist the assigned Relationship Manager with... 
    Temporary work
    Work at office
    Remote work
    Worldwide

    Banesco USA

    Miami, FL
    3 days ago
  • $110k

     ...We are seeking motivated individuals to join our team as a Client Sales Associate, a role focused on helping clients navigate important financial...  ...helping others achieve financial stability and long-term success Strong communication, interpersonal, and presentation... 
    Full time
    Flexible hours

    Stratford Davis

    Miami, FL
    15 days ago
  • $80k - $110k

     ...Client Associate / Office Manager Are you passionate about the financial world? For our legal entity Vontobel Swiss Financial Advisers (Vontobel SFA), a US licensed Registered Investment Adviser (RIA), we are looking for a Client Associate / Office Manager who will... 
    Work at office

    Vontobel Holding AG

    Miami, FL
    2 days ago
  •  ...Our client, a nationally ranked, Top 20 CPA firm, are seeking a Senior Associate to join their International Tax team. This firm offer outstanding work- life balance,...  ...individual to join their private client tax team. The successful candidate for this role will work with HNWIs... 

    International Tax Search

    Miami, FL
    8 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Success Associate. Be the first to apply!