Client Success Associate
Industry Analysts, Inc.
Dealer: Gordon Flesch Company · Category: Customer Service · Location: Chicago IL · Department: Sales · Posted: 2026-07-15 This role will serve as a trusted advisor to our top customers and assist our Major Account Executive to drive maximum value from our solution and achieve their desired outcomes. They will support the customers to drive satisfaction, retention and growth within the account. Responsibilities Provide continuous training to ensure high early adoption of products and services. Build and maintain strong, long-term relationship with key stakeholders across customer accounts to align strategic goals between GFC and customers. Serve as a point of escalation for customer concerns, ensuring timely and effective resolution. Act as a liaison by coordinating and facilitating discussions with internal departments. Help develop and execute customer success plans tailored to each client's goals and business objectives. Provide regular updates to internal teams on customer status, feedback, and opportunities for improvement. Participate in internal and external client meetings, including preparation and follow-up. Conduct walkthroughs of customer sites to identify potential growth opportunities. Ensure accurate documentation of sales activities in CRM systems including meeting notes. Help promote company events to current and prospective customers. Continuously learn and stay current on GFC's technology solutions. Assist with budget planning and account reviews, including data gathering and presentation. Miscellaneous job duties as assigned. Requirements High school diploma or equivalent. Advanced skill in Microsoft Excel Valid driver's license and appropriate auto insurance as dictated by state requirements. Ability to promote ideas and work constructively across various departments. Exceptional analytical skills and problem-solving abilities Proficient with Microsoft Office applications, including Word, , and Outlook. Ability to compare data from a variety of sources for accuracy and completeness. Possess a professional attitude with an ability to interact well with others. #J-18808-Ljbffr Industry Analysts, Inc.
$27.5 - $30 per hour
...internal departments. Help develop and execute customer success plans tailored to each client’s goals and business objectives. Provide regular... ...detail. Preferred Qualifications (if applicable) Associate degree or equivalent experience. Experience generating...SuggestedHourly payFor contractorsWork at officeLocal area$25 per hour
The next Chicago Client Success cohort start date is in January 2027! Our 2026 cohorts are now full. Who We Are Arrive Logistics is a leading... ...takes to deliver Operational Excellence. As a Client Success Associate, you will be responsible for the daily operations of existing...SuggestedHourly payWork experience placementCasual workWork at officeLocal areaRelocationRelocation package$25 - $44 per hour
...guidance.Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits...SuggestedHourly paySeasonal workWork at officeWork from homeDay shift$25 - $44 per hour
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible...SuggestedHourly paySeasonal workWork at officeWork from homeShift workDay shift$49.5k - $77k
...integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate, become a trusted resource to... ..., making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program...SuggestedFull timeFlexible hours$55k - $75k
...tasks are met and exceeded? We’re looking for a Registered Client Service Associate to: provide a best-in-class client experience through... ...skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting...Full timeWork at officeFlexible hours$60k - $75k
The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of... ...$60,000 - $75,000Why Cerity Partners:Our people drive our success by working together to deliver exceptional service to our...Local area$25 - $44 per hour
...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal... ...of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible...Hourly paySeasonal workWork at officeWork from homeShift workDay shift- ...helping to identify growth opportunities for clients, and have a passion for Commercial Real... ...team is a great fit! As a Client Associate on the Commercial Term Lending team,... ...and offering creative ways for them to successfully maintain and grow their real estate portfolio...Work at office
$37.13k - $61.88k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Client Experience Associate within PNC’s Retail Banking organization, you will be based in La Grange Park, IL supporting multiple branches within...Full timeTemporary workPart timeWork experience placementWork at office- ...Description Job Description Chicago | Hybrid Senior Private Client Associate Attorney AmLaw 200 Opportunity Compensation $250,000 – $40... ..., and income tax planning • Experience with business succession planning, charitable planning, and family wealth...Work at office
- As a Client Development Associate at Adlook, you will support the execution of digital advertising campaigns from upsell opportunities to postbuy... ...operations, and contribute analytical insights that drive success. This role is ideal for someone with an analytical mindset...
- ...Job Description Job Description Client Service Associate Summary The Client Service Associate reports to the Senior Client Service Associate... ...and record keeping adheres to compliance standards Successfully partner with Broker Dealer for new account establishment,...
- ...Client Service Associate Help clients succeed by delivering fast, accurate support and thoughtful solutions. You'll build trusted relationships... ...bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high...Work experience placementWork at office
$13k - $15k
...visit We are looking for a highly driven and skilled Client Services Associate to join our Digital department at our rapidly developing company... ...leaders who share a clear vision and a track record of success. We offer a collaborative and positive working environment...Full timeContract work- ...Job Description Job Description Client Service Associate – Wealth Management An established, growing wealth management firm is seeking... ...service, banking, hospitality, sales, education, customer success, or another people-focused environment. ~ Financial services...
- Join to apply for the Client Service Associate role at JPMorganChase 19 hours ago Be among the first 25 applicants Join to apply for the Client... ...Service Associate and become an integral part of our clients' success stories. As the primary point of contact, you'll build...Full timeContract workWork experience placementWork at officeRemote work
- ...DEMAND.com is seeking a Customer Success Specialist in Chicago, IL, to develop and manage relationships with clients, ensuring they benefit from our services. Responsibilities include collaborating with the sales team, managing documentation, and providing excellent post...
- ...Asset Management - Internal Client Advisor - Associate J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management... ...of financial sales experience ~ Proven track record of success in selling Investment Management and/or Retirement plans...
- ...Job Description Job Description The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client...Work experience placementWork at officeFlexible hours
- ...Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail... ...2+ years of financial sales experience Proven track record of success in selling Investment Management and/or Retirement plans and...
- ...Job Description Job Description An international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Private Clients, Trust & Estates practice. Ideal candidates will have 3-5 years of experience and should have a broad background with...Private practice
- ...Job Description Job Description A leading international law firm and top 100 Am Law firm seeks an associate to join their Private Client Practice Group. The ideal candidate must have experience in drafting standard and sophisticated estate planning documents....Private practice
- ...JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing... ...work towards achieving the goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed...
- Our client, an established wealth management firm, is hiring a polished, service-minded Client Relations Associate for its Client Relations team. You'll be one of the first people clients, prospects, and callers talk to, so you'll have a direct hand in the client experience...Permanent employmentWork at officeRemote workRelocationMonday to FridayShift workAfternoon shift
$45k - $90k
...well as an office in London. The Firm oversees $237 billion in client assets as of August 31, 2026. Position A Private Advisor teamwithin... ...a motivated individual to join its growing team as a Client Associate-Analyst.The Client Associate-Analyst will work withour Private...Work at officeLocal area- Rockefeller Capital Management is seeking a Client Associate-Analyst to join its Private Advisor team within the Rockefeller Global Family Office. You will work directly with high-net-worth clients, ensuring thorough, detail-oriented service and effective coordination...Work at office
- ...ambitious and curious tax professional with an interest in private client taxation, ongoing learning, and exemplary client service. Do... ...for each individual client? About YOU: As the Tax Senior Associate within our private client team, you will be: Preparing...Immediate startRemote work
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their financial goals by providing... ...work towards achieving the goals for your territory through successful marketing of our mutual funds, ETFs, and separately managed...
- ...J.P. Morgan Chase is seeking a Private Client Investment Associate in Wealth Management to deliver exceptional client service and support Private Client Advisors. You will handle account openings, money movements, investment trades, and regulatory compliance with accuracy...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Success Associate. Be the first to apply!
- client success associate Chicago, IL
- client solutions associate Chicago, IL
- client engagement associate Chicago, IL
- client account associate Chicago, IL
- client services associate Chicago, IL
- client relationship associate Chicago, IL
- senior client service associate
- client success associate
- registered client associate
- seasonal client associate


