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Account Manager Client Services Jobs in California

TOGETHXR

Client Services Executive

San Francisco, CA · On-site

$52 - $68/hr

The Client Service Executive will be responsible for managing a segment of Bay FC's General Season Ticket Members, including building strong client relationships, backend account management ...

New

APR

Commercial Lines Account Manager

San Jose, CA · On-site +1

$70K - $80K/yr

Commercial Lines Account Manager | Client Service Manager | CSR Salary: $70k- $80k base salary Location: San Jose, California | Hybrid (willing to consider fully remote for the right candidate) Job ...

Unfold Agency, Inc.

Account Manager

Culver City, CA · On-site

$70 - $90/hr

Our Client Services team is seeking an Account Manager to help support the day‑to‑day management of a complex client account. This role is responsible for helping guide client communication ...

New

East West Bank

Client Services Manager

Pasadena, CA · On-site

$71K/yr

Overview The Client Services Manager will drive the expansion for the SoCal Commercial Banking ... Responsibilities * Assist RMs with the new account openings * Assist RMs with existing account ...

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Account Manager Client Services information

What is an account manager client services?

Account Manager Client Services professionals are responsible for managing relationships with clients on behalf of a company. They act as the main point of contact, ensuring clients' needs are met, resolving any issues, and coordinating with internal teams to deliver products or services. Their goal is to build long-term client partnerships, drive satisfaction, and often identify opportunities for upselling or cross-selling. They play a crucial role in maintaining client trust and fostering business growth.

What are the key skills and qualifications needed to thrive as an account manager client services?

To thrive as an Account Manager Client Services, you need strong client relationship management, sales acumen, and an understanding of your industry, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software, project management tools, and reporting systems is typically required. Exceptional communication, problem-solving abilities, and organizational skills help you excel in managing multiple client needs and expectations. These skills are crucial for building long-term client partnerships, ensuring client satisfaction, and driving business growth.

How does an account manager client services typically collaborate with cross-functional teams to meet client needs?

Account Managers in Client Services regularly work with teams such as sales, marketing, product development, and customer support to deliver tailored solutions for clients. This collaboration involves coordinating project timelines, communicating client feedback, and ensuring all departments are aligned on client objectives. Effective Account Managers act as liaisons, facilitating clear communication and problem-solving to address client concerns and drive satisfaction. Building strong internal relationships is key to efficiently resolving challenges and exceeding client expectations.

What is the difference between Account Manager Client Services vs Customer Success Manager?

AspectAccount Manager Client ServicesCustomer Success Manager
CredentialsTypically requires a bachelor's degree in business, marketing, or related fieldsOften requires a bachelor's degree; certifications like Customer Success Certification are common
Work EnvironmentClient-facing roles within sales or account management teams, often in B2B settingsProactive roles focused on client retention and satisfaction, usually in SaaS or tech industries
Employer & Industry UsageUsed across industries like tech, finance, and marketing; common in service-based companiesPrimarily in SaaS, software, and technology sectors emphasizing client retention

While both roles focus on client relationships, Account Manager Client Services typically manages ongoing accounts and upselling, whereas Customer Success Managers proactively ensure client satisfaction and retention. Understanding these distinctions helps in choosing the right career path or job search focus.

How much does an account manager client services get paid?

An account manager in client services typically earns a median annual salary ranging from $55,000 to $85,000, depending on experience, industry, and location. Salaries can increase with certifications, advanced skills, and a proven track record of managing key client accounts.

What cities in California are hiring for Account Manager Client Services jobs?

Cities in California with the most Account Manager Client Services job openings:

Account Manager Client Services jobs near you
Infographic showing various Account Manager Client Services job openings in California as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Manager, Client Service

Mercer Advisors

Walnut Creek, CA • Hybrid

Full-time

PTO

Re-posted 22 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities.

Responsibilities: 

  • People Management
    • Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
    • Maximize talent via employee development and coaching
    • Facilitate a strong team culture and the sharing of best practices across an office or team
    • Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
    • Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports
  • Operations Management
    • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
    • Ensure an exceptional client experience in the office/team
    • Act as a local contact for any operational issues or challenges
    • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers
    • Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits
  • Leadership
    • Directly impact growth and client retention and monitor progress toward team goals
    • Participate as a member of the Sr. Manager's leadership team along with other managers/directors to contribute to local strategy decisions
    • Coordinate team meetings and events
    • Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
    • Support Branch Operations on new projects and initiatives
    • Support Learning and Development on Client Service Specialist trainings
    • Office management responsibilities as assigned

Requirements:

Education:

        Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

        Minimum 2 years of financial industry related experience

        Minimum 2 years of client-facing experience

        Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

        Notary designation a plus

Job Skills:

        Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion

        Excellent verbal, written, analytical and organization skills

        Technical and analytical training and ability to multi-task and manage multiple projects at once

        Proficiency with financial planning software, Salesforce and MS Office Suite

        Flexible, Reliable, Trustworthy, and Confidential with all matters

Work Schedule:  Monday through Friday, 8:00AM - 5:00PM.

Working Conditions:  Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

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