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Account Manager Client Services Jobs in Washington

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

College Park, MD · On-site

$62K - $75K/yr

Individuals filling this position will interface and service our clients. The individual who joins ... cash management within client accounts * Assist with the completion of investment trades within ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Fairfax, VA · On-site

$62K - $75K/yr

Individuals filling this position will interface and service our clients. The individual who joins ... cash management within client accounts * Assist with the completion of investment trades within ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Washington, DC · On-site

$62K - $75K/yr

Individuals filling this position will interface and service our clients. The individual who joins ... cash management within client accounts * Assist with the completion of investment trades within ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Laurel, MD · On-site

$62K - $75K/yr

Individuals filling this position will interface and service our clients. The individual who joins ... cash management within client accounts * Assist with the completion of investment trades within ...

MV Financial Group, MV Capital Management Inc.

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Client Services Associate

Reston, VA · On-site

$62K - $75K/yr

Individuals filling this position will interface and service our clients. The individual who joins ... cash management within client accounts * Assist with the completion of investment trades within ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Bethesda, MD · On-site

$62K - $75K/yr

Individuals filling this position will interface and service our clients. The individual who joins ... cash management within client accounts * Assist with the completion of investment trades within ...

MV Financial Group, MV Capital Management Inc.

Be Seen First

Client Services Associate

Gaithersburg, MD · On-site

$62K - $75K/yr

Individuals filling this position will interface and service our clients. The individual who joins ... cash management within client accounts * Assist with the completion of investment trades within ...

AECOM

Navy Client Account Manager

Arlington, VA · On-site +1

With accelerating infrastructure investment worldwide, our services are in great demand. We invite ... Client Account Manager for AECOM DCS. This position will collaborate with the overall Navy/NAVFAC ...

AECOM

Navy Client Account Manager

Arlington, VA · On-site +1

With accelerating infrastructure investment worldwide, our services are in great demand. We invite ... Client Account Manager for AECOM DCS. This position will collaborate with the overall Navy/NAVFAC ...

AECOM

Navy Client Account Manager

Arlington, VA · On-site +1

With accelerating infrastructure investment worldwide, our services are in great demand. We invite ... Client Account Manager for AECOM DCS. This position will collaborate with the overall Navy/NAVFAC ...

APR

Commercial Lines Account Executive

Alexandria, VA · On-site +1

$75K - $90K/yr

Commercial Lines Account Manager | Client Service Manager | CSR Salary: $75k- $90k base salary Location : Alexandria, VA | Hybrid (willing to consider fully remote for the right candidate) Job ...

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All JobsAccount Client Services JobsAccount Manager Client Services JobsAccount Manager Client Services Jobs in Washington

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 Washington are hiring for Account Manager Client Services jobs?

Cities in Washington 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 Washington as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, and 3% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Client Services Associate

College Park, MD • On-site

MV Financial Group, MV Capital Management Inc.
Finance and Insurance • 11 - 50 employees
Learn more about MV Financial Group, MV Capital Management Inc.external

$62K - $75K/yr

Full-time

Medical, Dental, Retirement, PTO

Posted 18 days ago

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Job description

MV Financial is a Registered Investment Advisory firm. We offer investment management and financial advice to institutional and high net worth clients.

Individuals filling this position will interface and service our clients. The individual who joins our team will be directly working with our financial advisers, and will provide a crucial role in assisting with the strategies and operations of the firm. This position is one that is integral to the everyday operations and functions of our firm. The duties associated with this role include, but are not limited to, the following:

  • Interfacing directly with clients to complete service requests
  • Assist & coordinate operational procedures, including reporting and cash management within client accounts
  • Assist with the completion of investment trades within client accounts
  • Manage data within portfolio management software - perform monthly audits to assure that all data is correctly reconciled, assure that client account information and portfolios are set up correctly for quarter-end reporting and billing, manage and set up client portals, and more.
  • Work with various programs including Microsoft Office, Tamarac, Emoney Advisor and more.

Proficiency in Microsoft Office and previous experience in client servicing and operations at a financial firm is required. Prior experience working with a portfolio management software is also required.

This individual would work as a salaried employee, with compensation based on experience and other criteria. We provide excellent benefits including health, dental, 401(k) and more. The position is full time, from Monday through Friday and hours typically go from 8:30 AM until 5:00 PM, however there will be occasions where the individual may need to work past normal hours to complete their task at hand.

This position is an in office position.

Company Description

MV Financial is an asset management firm for investors who demand a higher standard of research, service, and strategic thinking. We offer a broad range of investment and advisory services to institutional clients, private investors, and RIAs. Our clients include for-profit and non-profit corporations, charities, and pension funds, as well as individuals, family offices, and other financial advisors.