ZipRecruiter

Log In

1

Cibc Client Account Management Jobs (NOW HIRING)

Advanta IRA

Client Account Manager

Clearwater, FL · On-site

$50K - $53K/yr

Input client and transaction data into CRM System and Trust Account software. * Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and ...

Ogletree Deakins

Client Account Manager

Philadelphia, PA

$113K - $132K/yr

The CAM will also play a key role in advancing the firm's client account management model, developing best practices that promote consistency, transparency, and client satisfaction across the revenue ...

Ogletree Deakins

Client Account Manager

Houston, TX

$113K - $132K/yr

The CAM will also play a key role in advancing the firm's client account management model, developing best practices that promote consistency, transparency, and client satisfaction across the revenue ...

CIBC

Client Service Manager (Private Wealth)

Boston, MA · On-site

$80K - $95K/yr

... management efforts by delivering exceptional service to CIBC Private Wealth clients. This role is ... Manage general account inquiries and maintenance requests, including but not limited to ...

Smithers

Client Account Manager

Wareham, MA · On-site

$65K - $85K/yr

Job Summary The Client Account Manager is responsible for converting qualified business ... Opportunity Management * Maintain an accurate sales pipeline and forecast within the CRM. * ...

Courser

Client Account Manager

Las Vegas, NV · On-site

Grow Your Career as a Client Account Manager at Courser Are you passionate about sales but tired of ... If you're ready to bring your strategic account management expertise to a fast-paced, innovation ...

Courser

Client Account Manager

Pleasant Grove, UT · On-site

Grow Your Career as a Client Account Manager at Courser Are you passionate about sales but tired of ... If you're ready to bring your strategic account management expertise to a fast-paced, innovation ...

Pro Resources

Client Account Manager

Sartell, MN · On-site

$60K - $65K/yr

The Client Account Manager is the client's main contact and works with clients and internal ... Key Responsibilities 1)Building Relationships & Proactive Client Management Responsible for ...

Pro Resources

Client Account Manager

Detroit Lakes, MN · On-site

$60K - $65K/yr

The Client Account Manager is the client's main contact and works with clients and internal ... Key Responsibilities 1)Building Relationships & Proactive Client Management Responsible for ...

Ogletree Deakins

Client Account Manager

Orlando, FL

$113K - $132K/yr

The CAM will also play a key role in advancing the firm's client account management model, developing best practices that promote consistency, transparency, and client satisfaction across the revenue ...

Ogletree Deakins

Client Account Manager

Chicago, IL

$113K - $132K/yr

The CAM will also play a key role in advancing the firm's client account management model, developing best practices that promote consistency, transparency, and client satisfaction across the revenue ...

Ogletree Deakins

Client Account Manager

Dallas, TX

$113K - $132K/yr

The CAM will also play a key role in advancing the firm's client account management model, developing best practices that promote consistency, transparency, and client satisfaction across the revenue ...

Ogletree Deakins

Client Account Manager

Miami, FL

$113K - $132K/yr

The CAM will also play a key role in advancing the firm's client account management model, developing best practices that promote consistency, transparency, and client satisfaction across the revenue ...

Jackson Lewis P.C.

Client Account Manager

Philadelphia, PA · On-site

$113K - $132K/yr

The CAM will also play a key role in advancing the firm's client account management model, developing best practices that promote consistency, transparency, and client satisfaction across the revenue ...

previous page

Showing results 41-60

All JobsBusiness JobsSales JobsAccount Manager JobsCibc Client Account Management Jobs

Cibc Client Account Management information

See salary details

$29.5K

$65.8K

$106K

How much do cibc client account management jobs pay per year?

As of Sep 15, 2026, the average yearly pay for cibc client account management in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What cities are hiring for Cibc Client Account Management jobs?

Cities with the most Cibc Client Account Management job openings:

What are popular job titles related to Cibc Client Account Management jobs?

For Cibc Client Account Management jobs, the most frequently searched job titles are:

Client Account Manager

Clearwater, FL • On-site

Advanta IRA
Investment Management and Consulting Services • 11 - 50 employees
Learn more about Advanta IRAexternal

$50K - $53K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Client Account Manager - Job Description
LOCATION: Advanta IRA- Office in Clearwater, FL 33762
Start date: September 2026
POSITION BACKGROUND
As a Client Account Manager, you are the main point of contact for our existing retirement account clients. New CAMs will be trained to provide administrative services for a variety of retirement account types and alternative investment options, and to offer guidance on staying in compliance with IRS guidelines for retirement accounts. In addition to building relationships with your clients, you will work closely with the business development and account services teams. 
JOB DUTIES
As a Client Account Manager, you will perform various administrative duties for your clients’ retirement accounts, including:
  • Processing purchase and sale investment transactions related to investments in real estate, notes & mortgages, private placements & private stock, checkbook control LLC, precious metals, foreign currency exchange & futures trading, and cryptocurrency.
  • Serving as the main point of contact for Advanta IRA’s clients and assisting them with the following:
    • Questions regarding self-directed IRAs
    • Types of IRA accounts, qualified plans, and their differences
    • IRS rules, regulations, forms, and filings
    • Advanta IRA’s policies and procedures
    • Contributions, transfers, and rollovers
    • Required documentation for transactions

JOB EXPECTATIONS
  • Learn and thoroughly understand the services Advanta IRA provides to our clients.
  • Understand and handle the various types of transactions a client may want to conduct and the necessary documents Advanta IRA must receive to process those transactions.
  • Input client and transaction data into CRM System and Trust Account software.
  • Assist clients with the paperwork and process for opening an account, transfers, rollovers, ROTH conversions, and investment transactions.
  • Manage a high volume of calls and emails in a timely manner.
Advanta IRA provides thorough training and supervisory guidance before working with clients. This position does not require any licensing, does not involve any sales duties or commission, and is a W-4 full-time, regular classification.
SKILLS, BACKGROUND & TALENTS REQUIRED
  • College degree with a business foundation (Business Administration, Finance, Accounting, etc.) is preferred.
  • Possess strong comprehension skills and the ability to work with or without direction and multitask while paying close attention to details.
  • Be exceptionally well organized, analytical, and detail-oriented.
  • Excel at accomplishing tasks and following up with necessary parties
  • Utilize excellent verbal, written, and interpersonal communication skills.
  • Show proficiency in MS Word, Excel, and Outlook.
  • Embrace and exhibit our core values—professionalism, integrity, proactivity, and eagerness.
  • Experience with retirement plans and/or financial services is a plus!
  • CIS or CISP are a plus!
Employee Benefits Summary
  • Compensation
    • Salaried position (anticipated: $50- $53k, starting)
    • Annual reviews of performance and salary
    • Advancement opportunities
  • Comprehensive insurance options
    • FL Blue Medical
    • Mutual of Omaha Dental & Vision
    • Telehealth & Prescription coverage
    • Options for health savings accounts (HSA)
    • Short & Long term disability
    • Term Life Insurance
    • Accident/ Injury & Critical Illness plans
    • Individual and family plans available
       
  • Hybrid work schedule options for those who qualify
    • Workstation equipment provided by the company
    • Telecommuting only, applicants must reside locally
       
  • 401(k) after 6 months of employment
    • Up to a 4% company match
       
  • Paid time off
    • No waiting period to begin accruing
    • 9+ paid holidays in addition to PTO
       
  • Additional perks include free chair massages weekly, company lunches, and fun team-building events on and off-site.

COMPANY BACKGROUND
Advanta IRA is a leading self-directed account administrator with over $3.8 billion in client assets under custody. We act as a third-party administrator and recordkeeper for individuals who self-direct their retirement accounts by investing in alternative assets such as real estate, start-ups, and private placements. Advanta IRA delivers unparalleled one-on-one customer service, industry expertise, and educational tools that help ensure our clients’ success.
For more information about our industry and team culture, please visit our website at AdvantaIRA.com!
 

Powered by JazzHR

TJq81rlUzh