The Account Services Principal Approver will work in a professional and rapidly changing ... Knowledge of account opening risk management and Anti-Money Laundering policies, procedures ...
The Account Services Principal Approver will work in a professional and rapidly changing ... Knowledge of account opening risk management and Anti-Money Laundering policies, procedures ...
Account Services Principal Approver
Chicago, IL · On-site
$90/hr
The Account Services Principal Approver will work in a professional and rapidly changing ... Knowledge of account opening risk management and Anti-Money Laundering policies, procedures ...
Account Services Principal Approver
Chicago, IL · On-site
$90/hr
The Account Services Principal Approver will work in a professional and rapidly changing ... Knowledge of account opening risk management and Anti-Money Laundering policies, procedures ...
Services Account Manager
Metairie, LA · On-site
As a Services Account Manager, you will join Trane's best-in-class Commercial HVAC team. This is an exciting opportunity to make a difference in building efficiency and sustainability through our ...
Services Account Manager
Metairie, LA · On-site
As a Services Account Manager, you will join Trane's best-in-class Commercial HVAC team. This is an exciting opportunity to make a difference in building efficiency and sustainability through our ...
Account Services Analyst
Nashville, TN · On-site
Overview The Account Services Analyst is primarily responsible for the management, prioritization ... Effectively manage all mailouts within MRO Clinics CarePortal to ensure efficient releases of ...
Account Services Analyst
Nashville, TN · On-site
Overview The Account Services Analyst is primarily responsible for the management, prioritization ... Effectively manage all mailouts within MRO Clinics CarePortal to ensure efficient releases of ...
Account Service Coordinator Chubb Global Services - North America manages the delivery of Chubb products and services to global customers for sophisticated risk management programs through the Chubb ...
Account Service Coordinator Chubb Global Services - North America manages the delivery of Chubb products and services to global customers for sophisticated risk management programs through the Chubb ...
Client Services Manager
$71K - $85K/yr
Provide superior client service as related to deposit and business account services, taking ... Ability to manage high-volume, time zone difference between US and Asia in a timely manner * Strong ...
Client Services Manager
$71K - $85K/yr
Provide superior client service as related to deposit and business account services, taking ... Ability to manage high-volume, time zone difference between US and Asia in a timely manner * Strong ...
Role overview As a key member of the Aroris Service team, the Account Services Associate is ... Oversee daily document collection activity, manage follow-ups and escalations, and support 4- and ...
New
Quick apply
Role overview As a key member of the Aroris Service team, the Account Services Associate is ... Oversee daily document collection activity, manage follow-ups and escalations, and support 4- and ...
New
Managed Account Services Consultant
Dallas, TX · On-site
$32.16 - $45.43/hr
Managed Account Services Consultant The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business.
Managed Account Services Consultant
Dallas, TX · On-site
$32.16 - $45.43/hr
Managed Account Services Consultant The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business.
Managed Account Services Consultant
Dallas, TX · On-site
$32.16 - $45.43/hr
Managed Account Services Consultant The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business.
Managed Account Services Consultant
Dallas, TX · On-site
$32.16 - $45.43/hr
Managed Account Services Consultant The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business.
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Pensacola, FL · On-site
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Services Account Manager
Pensacola, FL · On-site
As a Services Account Manager, you will join Trane's best-in-class Commercial HVAC team. This is an exciting opportunity to make a difference in building efficiency and sustainability through our ...
Managed Account Services Consultant
Charlotte, NC · On-site
$32.16 - $45.43/hr
Managed Account Services Consultant The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business.
Managed Account Services Consultant
Charlotte, NC · On-site
$32.16 - $45.43/hr
Managed Account Services Consultant The Managed Account Services Consultant provides high-level program and product support across a wide range of activities critical to the Managed Accounts business.
Services Account Manager
Norcross, GA · On-site
Monitor account performance against objectives, track service delivery, and ensure full contractual compliance. * Drive service sales growth by generating new opportunities within existing accounts ...
Services Account Manager
Norcross, GA · On-site
Monitor account performance against objectives, track service delivery, and ensure full contractual compliance. * Drive service sales growth by generating new opportunities within existing accounts ...
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Houston, TX · On-site
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Service Account Manager
Houston, TX · On-site
We are seeking a proactive, relationship-driven Account Manager to support and grow our Electrical Service Division in Houston, TX. This role is responsible for managing client accounts, coordinating ...
Services Account Manager
Norcross, GA · On-site
Monitor account performance against objectives, track service delivery, and ensure full contractual compliance. * Drive service sales growth by generating new opportunities within existing accounts ...
Services Account Manager
Norcross, GA · On-site
Monitor account performance against objectives, track service delivery, and ensure full contractual compliance. * Drive service sales growth by generating new opportunities within existing accounts ...
Services Account Manager
Pensacola, FL · On-site
As a Services Account Manager, you will join Trane's best-in-class Commercial HVAC team. This is an exciting opportunity to make a difference in building efficiency and sustainability through our ...
Services Account Manager
Pensacola, FL · On-site
As a Services Account Manager, you will join Trane's best-in-class Commercial HVAC team. This is an exciting opportunity to make a difference in building efficiency and sustainability through our ...
Service Account Manager
Houston, TX · On-site
We are seeking a proactive, relationship-driven Account Manager to support and grow our Electrical Service Division in Houston, TX. This role is responsible for managing client accounts, coordinating ...
Quick apply
Service Account Manager
Houston, TX · On-site
We are seeking a proactive, relationship-driven Account Manager to support and grow our Electrical Service Division in Houston, TX. This role is responsible for managing client accounts, coordinating ...
Account Services Representative
Tulsa, OK · On-site
The Account Services Representative provides high-level specialized customer service for large ... Communicate and collaborate with team members, account managers and ABG personnel at rental ...
Account Services Representative
Tulsa, OK · On-site
The Account Services Representative provides high-level specialized customer service for large ... Communicate and collaborate with team members, account managers and ABG personnel at rental ...
All Account Services processes which includes but is not limited to decedent accounts, IRA ... Fulfill lead generation requests submitted via the customer relationship management (CRM) system ...
All Account Services processes which includes but is not limited to decedent accounts, IRA ... Fulfill lead generation requests submitted via the customer relationship management (CRM) system ...
Account Services (Account Manager / Account Executive) Mend Join Make (MJM) - Sioux Falls, SD Full-time | In-office with flexibility Culture First At Mend Join Make, we believe great marketing is ...
Account Services (Account Manager / Account Executive) Mend Join Make (MJM) - Sioux Falls, SD Full-time | In-office with flexibility Culture First At Mend Join Make, we believe great marketing is ...
The Account Manager is responsible for the day-to-day servicing of existing clients in tandem with the Financial Advisor. The Account Manager is responsible for developing and maintaining ...
The Account Manager is responsible for the day-to-day servicing of existing clients in tandem with the Financial Advisor. The Account Manager is responsible for developing and maintaining ...
Account Services Manager information
See salary details
$33.5K - $43.6K
19% of jobs
$45.5K is the 25th percentile. Wages below this are outliers.
$43.6K - $53.7K
31% of jobs
$53.7K - $63.8K
12% of jobs
$63.8K - $73.9K
13% of jobs
$74.6K is the 75th percentile. Wages above this are outliers.
$73.9K - $84K
7% of jobs
$84K - $94K
7% of jobs
$94K - $104.1K
3% of jobs
$104.1K - $114.2K
2% of jobs
$114.2K - $124.3K
3% of jobs
$124.3K - $134.4K
1% of jobs
$134.4K - $144.5K
1% of jobs
$33.5K
$68.3K
$144.5K
How much do account services manager jobs pay per year?
What is the average salary for an account manager?
What does an Account Services Manager do?
What jobs in the US pay 300,000 a year?
Is account management a high paying job?
What are the key skills and qualifications needed to thrive as an Account Services Manager, and why are they important?
What does an account service manager do?
How does an Account Services Manager typically collaborate with other departments to ensure client satisfaction?
What is the difference between Account Services Manager vs Account Executive?
| Aspect | Account Services Manager | Account Executive |
|---|---|---|
| Credentials | Typically requires a bachelor’s degree in business, marketing, or related field; experience in account management | Usually holds a bachelor’s degree; sales or marketing experience preferred |
| Work Environment | Manages client accounts, coordinates with internal teams, focuses on client retention | Focuses on acquiring new clients, presenting products/services, and closing sales |
| Employer & Industry Usage | Common in marketing, advertising, and service industries | Prevalent in sales-driven sectors like advertising, tech, and consulting |
While both roles involve client interaction, the Account Services Manager primarily maintains and nurtures existing client relationships, whereas the Account Executive focuses on acquiring new clients and generating sales. Understanding these differences helps in choosing the right career path or job search focus.

$90/hr
Full-time
Retirement, PTO
Posted 28 days ago
Job description
- Use knowledge of industry and internal requirements to review and approve new accounts in all asset classes while also assessing customer risk to TradeStation
- Use discretion when evaluating risk associated with on-boarding and approving new paper account applications and maintenance items.
- As outlined in the procedures, ensure that the customer identification program has been properly executed on all paper accounts that have been submitted for approval and review CIP exceptions for online automated accounts
- Subject Matter Expert (SME) providing guidance and direction on account opening documentation requirements to sales representatives
- Ability to step in as needed to complete the roles of Account Service Representatives due to changing volumes
- Assist in completing daily assignments and procedure reviews
- Processing of third party trading authorizations, deceased client documentation, and account change documentation.
- Processing Institutional Accounts and maintenance items as well as completing set ups in various BackOffice systems
- All additional tasks as assigned by the Director or Manager of Account Services
- Knowledge of account opening risk management and Anti-Money Laundering policies, procedures, regulatory requirements and best practices
- Self-starter requiring minimal supervision and direction including, but not limited to, a demonstrated knowledge of brokerage operations, customer identification programs, and suitability determinations
- Effective problem-solving skills to assist other Representatives to identify and resolve account opening scenarios
- Excellent communication skills with a customer-focused attitude
- Analytical thinker with the ability to organize, manage and track detailed tasks with frequently changing priorities
- Ability to work quickly and accurately in a fast paced, dynamic environment
- Detail oriented to ensure the accuracy of customer correspondence and databases
- Proficient in Microsoft Office and other applicable applications
- 4-year College degree with 3-5 years of related experience in a professional support role in brokerage operations
- Knowledge of practices and procedures used in the securities industry
- FINRA Registrations 7, 63, and 24 required
- Series 3 and 4 a plus or be obtained within 90 days for new hire
- Collaborative work environment
- Competitive Salaries
- Yearly bonus and generous 401k plan
- Comprehensive benefits for you and your family starting Day 1, including a Veterinary Discount Plan!
- Unlimited Paid Time Off
- Flexible working environment
- TradeStation Account employee benefits, as well as full access to trading education materials
- Pay Range (US) $90-105K (Countries outside of the US have differing ranges in accordance with local labor markets)
About TradeStation Group
Sourced by ZipRecruiter
Company size
201 - 500 Employees
Headquarters location
Fort Lauderdale, FL, US
Year founded
1982