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Account Solutions Specialist Jobs (NOW HIRING)

Axxys Technologies, Inc.

Solutions Specialist

Plano, TX · On-site +1

The Solutions Specialist provides enhanced and specialized support for a specific technology or ... Account Management responsible for client, and the primary contact at the client. Research issues ...

Axxys Technologies, Inc.

Solutions Specialist

Plano, TX · On-site

The Solutions Specialist provides enhanced and specialized support for a specific technology or ... Account Management responsible for client, and the primary contact at the client. Research issues ...

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How much do account solutions specialist jobs pay per hour?

As of Aug 23, 2026, the average hourly pay for account solutions specialist in the United States is $22.28, according to ZipRecruiter salary data. Most workers in this role earn between $18.27 and $25.00 per hour, depending on experience, location, and employer.

What is an account solutions specialist?

An Account Solutions Specialist is a professional who works with clients to address their needs, resolve issues, and provide tailored solutions that enhance customer satisfaction and retention. They serve as a primary point of contact between a company and its clients, handling inquiries, troubleshooting problems, and identifying opportunities to offer additional products or services. Their goal is to build strong client relationships and ensure a positive customer experience, often collaborating with sales, technical, and support teams to achieve this. Account Solutions Specialists typically possess strong communication, problem-solving, and organizational skills.

How does an account solutions specialist typically collaborate with other departments to address client needs?

Account Solutions Specialists frequently work cross-functionally with teams such as sales, customer service, and product development to resolve client issues and implement tailored solutions. They act as a liaison, ensuring that client feedback is communicated effectively and that solutions align with both client expectations and company capabilities. This collaborative approach helps build long-term client relationships and drives continuous improvement within the organization. Regular meetings and clear communication are key aspects of their daily routine.

What are the key skills and qualifications needed to thrive as an account solutions specialist, and why are they important?

To thrive as an Account Solutions Specialist, you need strong analytical skills, customer service expertise, and a background in business or finance, often supported by a bachelor’s degree. Familiarity with CRM platforms like Salesforce, account management tools, and proficiency in Microsoft Office Suite are commonly required. Outstanding communication, problem-solving abilities, and a proactive approach help you excel in resolving client issues and building relationships. These skills and qualities are crucial for ensuring customer satisfaction, long-term client retention, and overall business growth.

What is the difference between Account Solutions Specialist vs Customer Service Representative?

AspectAccount Solutions SpecialistCustomer Service Representative
Required CredentialsTypically requires a bachelor's degree or relevant certifications in finance or salesHigh school diploma or equivalent, with on-the-job training
Work EnvironmentOffice setting, often client-facing or sales-focusedCall centers, retail, or service desks
Employer & Industry UsageFinancial services, banking, or tech companiesRetail, telecommunications, and service industries
Common Search & Comparison IntentUnderstanding role differences, career paths, or qualificationsCustomer support, service roles, or entry-level positions

The main difference is that an Account Solutions Specialist focuses on managing client accounts, providing tailored solutions, and often involves sales or financial expertise. In contrast, a Customer Service Representative primarily handles customer inquiries, support, and issue resolution. Both roles are essential in customer-facing industries but differ in responsibilities, required credentials, and work environment.

How much does an account solutions specialist make in the US?

An account solutions specialist in the US typically earns a median annual salary of around $55,000 to $70,000, depending on experience, location, and industry. Compensation may also include bonuses and benefits, with some roles requiring strong communication and problem-solving skills.

What skills do account solutions specialists need?

Account solutions specialists need strong communication and interpersonal skills to understand client needs and explain solutions effectively. They should have problem-solving abilities, technical knowledge relevant to their industry, and proficiency with customer relationship management (CRM) tools. Additionally, skills in sales, negotiation, and data analysis are often important for success in this role.
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What job categories do people searching Account Solutions Specialist jobs look for?

The top searched job categories for Account Solutions Specialist jobs are:

Account Solutions Specialist jobs near you
Infographic showing various Account Solutions Specialist job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $46,335 per year, or $22.3 per hour.

Liquidity & Account Solutions Financial Institutions Specialist - Vice President

JP Morgan Chase

Jersey City, NJ • Remote

$19.75 - $27.25/hr

Full-time

Medical, Retirement

Posted 9 days ago

JPMorgan Chase & Co. rating

8.0

Company rating: 8.0 out of 10

Based on 496 frontline employees who took The Breakroom Quiz

71st of 171 rated banks

Job description

Join a team at the forefront of treasury, payments, and liquidity innovation. In this role, you will partner with financial institutions and emerging market participants to solve complex cash, liquidity, account, and payment challenges.
As a Vice President, Liquidity & Account Solutions Specialist within Payments, you will serve as a subject matter expert across the firm's liquidity and account solutions suite for Financial Institutions clients. You will partner with coverage teams and cross-functional stakeholders to develop and deliver innovative solutions involving deposits, account structures, liquidity optimization, third-party money, real-time payments, and emerging treasury technologies. You will leverage your understanding of financial markets, treasury operations, and client business models to drive client engagement, support new business growth, and deepen existing relationships.
 
Job Responsibilities 
 
  • Serve as a trusted advisor and subject matter expert on liquidity and account solutions for Financial Institutions clients.
  • Develop customized solutions across deposits, account structures, virtual accounts, liquidity management, and specialty account offerings.
  • Partner with Sales and Banking teams to identify opportunities, support client strategy discussions, and drive business growth.
  • Design account and liquidity structures that support operational efficiency, visibility, control, and regulatory requirements.
  • Develop client proposals, presentations, and business cases that articulate solution benefits, implementation considerations, and value drivers.
  • Advise clients on complex treasury and liquidity use cases, including reserve, client, proprietary, restricted, and third-party funds.
  • Support go-to-market strategies for emerging business models, including embedded finance, sponsored structures, platform ecosystems, and third-party money solutions.
  • Collaborate with Product, Legal, Risk, Compliance, Operations, and Technology teams to evaluate and implement new solutions and capabilities.
  • Provide thought leadership on treasury transformation, payments innovation, liquidity optimization, and evolving industry trends.
  • Gather market intelligence and client feedback to influence product strategy, roadmap prioritization, and solution enhancements.
  • Manage and grow a portfolio of Financial Institutions relationships, driving retention, wallet share expansion, and solution adoption.

Required Qualifications, Capabilities, and Skill

  • 5+ years of experience in Payments, Treasury Services, Transaction Banking, Financial Institutions coverage, Liquidity Management, Markets, or a related financial services discipline.
  • Experience developing client strategies, commercial proposals, and complex multi-product solution frameworks.
  • Strong understanding of financial institutions, including banks, broker-dealers, asset managers, private equity firms, fintechs, insurance companies, and related market participants.
  • Knowledge of liquidity and account solutions, including cash concentration, liquidity structures, virtual accounts, investment sweeps, and specialty account offerings.
  • Familiarity with third-party money structures, client money concepts, segregation requirements, and associated operational and risk considerations.
  • Strong client-facing skills with the ability to influence and build relationships with senior stakeholders.
  • Exceptional written and verbal communication skills with the ability to translate complex concepts into clear client value propositions.
  • Demonstrated ability to work effectively across highly matrixed organizations and multiple stakeholder groups.
  • Strong analytical and problem-solving skills with the ability to evaluate complex client needs and develop strategic recommendations.
  • Ability to operate in a fast-paced environment while managing multiple priorities and opportunities simultaneously.

Preferred Qualifications, Capabilities, and Skills

  • Deep knowledge of treasury management, liquidity optimization, and Financial Institutions operating models.
  • Experience with real-time payments, RTP, FedNow, virtual accounts, liquidity solutions, and emerging payment technologies.
  • Understanding of stablecoin-related use cases, tokenized deposits, digital assets, APIs, and next-generation treasury infrastructure.
  • Experience working closely with Product, Legal, Risk, Compliance, and Technology teams to implement client solutions.
  • Demonstrated expertise supporting complex cash management, settlement, collateral, and treasury workflows.
  • Thought leadership credentials within Payments, Treasury Services, Financial Institutions, or Transaction Banking.
  • Experience influencing product development, go-to-market strategies, and solution commercialization initiatives.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

J.P. Morgan's Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world. 

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