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Account Services Manager Jobs (NOW HIRING)

Bank OZK

Account Services Specialist

Miami, FL

... specialized (Association Services) commercial deposit accounts for the Bank. Essential Job ... Gathers information for management reports. * Maintains good punctuality and attendance to work.

Enterprise Electrical

Service Account Manager

Houston, TX · On-site

$100K - $110K/yr

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 ...

Bank OZK

Account Services Specialist

Clearwater, FL · On-site

... specialized (Association Services) commercial deposit accounts for the Bank. Essential Job ... Gathers information for management reports. * Maintains good punctuality and attendance to work.

Grand Rapids State Bank

Be Seen First

Account Services Representative

Grand Rapids, MN · On-site

$40K - $50K/yr

Process new accounts to expand customer base · Open new accounts following management approval · Orient new customers to Bank products and services · Maintain account records to keep information ...

Bank OZK

Account Services Specialist

Clearwater, FL · On-site

... specialized (Association Services) commercial deposit accounts for the Bank. Essential Job ... Gathers information for management reports. * Maintains good punctuality and attendance to work.

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Account Services Manager information

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$33.5K

$68.3K

$144.5K

How much do account services manager jobs pay per year?

As of Jun 9, 2026, the average yearly pay for account services manager in the United States is $68,281.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $81,500.00 per year, depending on experience, location, and employer.

What does an Account Services Manager do?

An Account Services Manager is responsible for overseeing client accounts within a company, ensuring their needs are met and maintaining strong client relationships. They act as the primary point of contact between clients and the company, coordinating communication, resolving issues, and delivering solutions that align with client goals. Their role often involves managing a team, developing account strategies, and working closely with sales, marketing, and operations departments to ensure client satisfaction and account growth. Account Services Managers play a key role in retaining clients and identifying opportunities for upselling or additional services.

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

To thrive as an Account Services Manager, you need strong account management experience, a background in business or marketing, and excellent organizational skills. Familiarity with CRM platforms like Salesforce, project management tools, and data analysis software is often required. Outstanding communication, problem-solving, and relationship-building abilities help you effectively collaborate with clients and internal teams. These skills are vital to ensure client satisfaction, efficient project delivery, and business growth.

How does an Account Services Manager typically collaborate with other departments to ensure client satisfaction?

Account Services Managers work closely with teams such as sales, creative, and project management to deliver seamless client experiences. They act as the main point of contact for clients, facilitating clear communication between clients and internal teams to ensure that projects meet expectations and deadlines. Regularly, they participate in cross-functional meetings, relay client feedback, and coordinate resources to address any issues promptly. This collaborative approach helps build strong client relationships and ensures that deliverables align with client objectives.

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

AspectAccount Services ManagerAccount Executive
CredentialsTypically requires a bachelor’s degree in business, marketing, or related field; experience in account managementUsually holds a bachelor’s degree; sales or marketing experience preferred
Work EnvironmentManages client accounts, coordinates with internal teams, focuses on client retentionFocuses on acquiring new clients, presenting products/services, and closing sales
Employer & Industry UsageCommon in marketing, advertising, and service industriesPrevalent 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.

What cities are hiring for Account Services Manager jobs? Cities with the most Account Services Manager job openings:
What are the most commonly searched types of Account Services jobs? The most popular types of Account Services jobs are:
Who are the top companies hiring for Account Services Manager jobs? The top employers for Account Services Manager jobs are:
What states have the most Account Services Manager jobs? States with the most job openings for Account Services Manager jobs include:
What are popular job titles related to Account Services Manager jobs? For Account Services Manager jobs, the most frequently searched job titles are:
Account Services Manager jobs near you
Account Services Associate

Account Services Associate

Beacon Pointe Advisors

Scottsdale, AZ

Other

Posted 19 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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