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Account Services Director Jobs (NOW HIRING)

Endygo

Account Services Representative

Arlington, TX · On-site

Our wholesale accounts and direct-to-consumer websites are growing rapidly, and we are looking to expand our account services team in order to provide responsive services to our customers. Our ...

Miami Dade College

Account Services Coordinator

Miami, FL · On-site

$25.29 - $31.61/hr

... The Account Services Coordinator performs and reviews daily and monthly reconciliation of ... Cindy Lau Evans, Director, Equal Opportunity Programs/ ADA Coordinator/ Title IX Coordinator, at ...

Nahan

Account Director

Saint Cloud, MN · On-site +1

$80K - $125K/yr

Director of Account Services FLSA Status: Exempt Shift: Remote/Hybrid- 1 Day in Office may be required Wage Range: $80,000-$125,000 *Base pay is based on job-related skills, experience, credentials ...

Nahan

Account Director

Saint Cloud, MN · On-site +1

$80K - $125K/yr

Director of Account Services FLSA Status: Exempt Shift: Remote/Hybrid- 1 Day in Office may be required Wage Range: $80,000-$125,000 *Base pay is based on job-related skills, experience, credentials ...

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Account Services Director information

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$58.5K

$113.3K

$190K

How much do account services director jobs pay per year?

As of Jun 11, 2026, the average yearly pay for account services director in the United States is $113,343.00, according to ZipRecruiter salary data. Most workers in this role earn between $95,000.00 and $122,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Account Services Director, and why are they important?

To thrive as an Account Services Director, you need deep experience in client relationship management, strategic account planning, and a relevant bachelor's degree, often in business, marketing, or communications. Familiarity with CRM software, project management tools, and analytics platforms is typically required, along with experience in budgeting and reporting systems. Exceptional leadership, problem-solving, and communication skills help you motivate teams and build strong client partnerships. These abilities are crucial for delivering client satisfaction, driving business growth, and ensuring seamless execution of projects.

How does an Account Services Director typically collaborate with other departments to achieve client goals?

An Account Services Director works closely with teams such as creative, strategy, and production to ensure client objectives are met efficiently and effectively. They act as a central point of communication, translating client needs into actionable tasks for internal teams and ensuring alignment throughout the project lifecycle. Regular cross-departmental meetings and updates help maintain clear expectations and foster a collaborative environment, which is key to delivering successful campaigns and building long-term client relationships.

What does an Account Services Director do?

An Account Services Director leads the account management team within an organization, often in advertising, marketing, or client services industries. Their primary responsibility is to oversee client relationships, ensure client satisfaction, and drive business growth by identifying new opportunities. They coordinate between clients and internal teams, manage account budgets, and develop strategies to meet client objectives. Additionally, they mentor account managers, oversee project delivery, and ensure that all work aligns with the client’s expectations and the company’s goals.

What is the difference between Account Services Director vs Account Manager?

AspectAccount Services DirectorAccount Manager
ResponsibilitiesOversees multiple client accounts, develops strategic plans, manages teams, and ensures client satisfaction at a high level.Manages individual client accounts, maintains relationships, and executes day-to-day account activities.
Required CredentialsBachelor’s degree, experience in account management, leadership skills, and industry-specific knowledge.Bachelor’s degree, strong communication skills, and experience in client service.
Work EnvironmentTypically in an office setting, leading teams and coordinating with senior management.Often in client-facing roles, working directly with clients and internal teams.

The main difference between an Account Services Director and an Account Manager lies in scope and leadership. The Director oversees multiple accounts and strategic initiatives, while the Manager focuses on individual client relationships and daily operations. Both roles require relevant experience and industry knowledge, but the Director holds a higher-level, strategic position within the organization.

What cities are hiring for Account Services Director jobs? Cities with the most Account Services Director job openings:
What are the most commonly searched types of Account Services jobs? The most popular types of Account Services jobs are:
What states have the most Account Services Director jobs? States with the most job openings for Account Services Director jobs include:
Account Services Director jobs near you
Account Services Associate

Account Services Associate

Beacon Pointe Advisors LLC

Scottsdale, AZ

$60K - $75K/yr

Full-time

Posted 21 days ago

Job description

Job Description

Beacon Pointe is currently seeking an exceptional individual to join our Central Operations team as an Account Services Associate in our Scottsdale, AZ office. The Account Services Associate will join a highly talented team of professionals that service the investment management and financial planning needs of high net worth individuals, families and institutions. The successful candidate will have a demonstrated track record of both educational and professional achievement; with a commitment and passion for delivering exceptional service to the firm’s clients and associates.

Responsibilities

  • Prepare client account paperwork, submit to custodians and follow-up to confirm completion.
  • Quality control of submitted requests and account set up in Tamarac AdvisorView following firm procedures.
  • Execute account maintenance tasks such as, account terminations and other special requests as directed.
  • Review custodian alerts, document in applicable systems and follow-up as needed to resolve.
  • Assist in the preparation of Alternative Investments paperwork; subscription agreements, redemptions, capital calls, etc.
  • Research and respond to routine-to-complex inquires within defined service level commitments.
  • Handle incoming inquiries from advisor teams related to the troubleshooting and review of complex account and data discrepancies.
  • Maintain and update client files utilizing internal systems including CRM (Salesforce) and portfolio management databases (Tamarac AdvisorView).
  • Partner with internal teams to document, review and update firm policies & procedures.
  • Participate in team meetings and collaborate with operations leadership team on projects and/or initiatives designed to streamline firm policies and procedures.

Qualifications

  • Undergraduate degree required (Bachelor’s degree in Finance, Business or Economics preferred).
  • 1 - 2+ years of relevant experience; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
  • Excellent interpersonal and verbal/written skills.
  • Self-starter with a proven ability to work in a fast-paced, evolving work environment.
  • Proficiency with Microsoft Office; experience with Salesforce, Tamarac, Envestnet Trading, or similar systems preferred.
  • Familiarity with major custodian platforms such as Schwab and Fidelity is a plus.

About Beacon Pointe Advisors

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide. Beacon Pointe provides advisory services to a range of clients, including institutions (i.e., endowments, foundations), high-net-worth individuals, and families. Beacon Pointe has been recognized by various industry publications including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information, please visit Awards Disclosures.

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