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Client Account Administrator Jobs (NOW HIRING)

Dealer eProcess

Client Account Admin

Lisle, IL · On-site

$19.75 - $26.75/hr

DEP is seeking a motivated, experienced full-time Client Account Administrator to join our Digital Retailing team. The ideal candidate will be team-oriented, possess strong written and verbal ...

Dealer eProcess

Client Account Admin

Lisle, IL · On-site

$40K/yr

DEP is seeking a motivated, experienced full-time Client Account Administrator to join our Digital Retailing team. The ideal candidate will be team-oriented, possess strong written and verbal ...

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How much do client account administrator jobs pay per hour?

As of Sep 14, 2026, the average hourly pay for client account administrator in the United States is $23.50, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.96 per hour, depending on experience, location, and employer.

What is a client account administrator?

A Client Account Administrator is a professional responsible for managing and maintaining client accounts within an organization. Their duties often include handling client inquiries, processing account updates, ensuring accurate record-keeping, and facilitating communication between clients and other departments. They play a crucial role in ensuring client satisfaction and supporting the overall relationship between the company and its clients. Attention to detail, strong organizational skills, and excellent customer service abilities are essential for success in this role.

What are the key skills and qualifications needed to thrive as a client account administrator, and why are they important?

To thrive as a Client Account Administrator, you need strong organizational skills, attention to detail, and a background in business administration or finance. Familiarity with CRM software, Microsoft Office Suite, and sometimes specific industry platforms is typically required, along with relevant certifications in administration or bookkeeping. Excellent communication, problem-solving abilities, and customer service orientation set top performers apart. These skills ensure accurate account management, effective client relationships, and smooth internal operations.

What are some common challenges faced by client account administrators, and how can they be effectively managed?

Client Account Administrators often handle multiple client accounts simultaneously, which can present challenges in managing competing priorities and ensuring timely communication. Staying organized with robust tracking systems and proactive communication can help manage deadlines and client expectations. Additionally, they frequently collaborate with internal teams such as sales, finance, and customer service, so developing strong interpersonal and problem-solving skills is essential for resolving issues efficiently and maintaining client satisfaction.

What is the difference between Client Account Administrator vs Customer Service Representative?

AspectClient Account AdministratorCustomer Service Representative
CredentialsRelevant certifications (e.g., CRM, account management)Basic customer service training
Work EnvironmentOffice setting, client-facing roles, account managementCall centers, retail, support centers
Employer & IndustryFinancial, tech, consulting firmsRetail, telecom, service industries
Search & Comparison IntentFocus on account management, client relationsFocus on customer support, issue resolution

The main difference is that Client Account Administrators handle specific client accounts, managing relationships and ensuring service delivery, often requiring specialized certifications. Customer Service Representatives primarily address customer inquiries and resolve issues, typically in a support capacity. While both roles involve client interaction, the Client Account Administrator's role is more focused on account management and retention, whereas Customer Service Representatives focus on immediate customer support.

What are popular job titles related to Client Account Administrator jobs?

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

Client Account Administrator jobs near you
Infographic showing various Client Account Administrator job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 8% Part Time, and 5% Contract. Highlights an 63% Physical, 3% Hybrid, and 34% Remote job distribution, with an average salary of $48,887 per year, or $23.5 per hour.

Client Account Administrator

Naples, FL • On-site

FL Putnam Investment Management
See more jobs at FL Putnam Investment Managementexternal

$62K - $68K/yr

Full-time

Posted 15 days ago

Key responsibilities

  • Perform administrative tasks related to opening, closing, and maintaining client accounts, including completing paperwork and transferring funds.

  • Coordinate communication and service delivery between internal teams, external custodians, and clients to support client needs and account management.

  • Prepare for client meetings, complete ad hoc reporting, and support general administrative and marketing tasks.

Job description

FLP delivers sophisticated planning, investment management, research, wealth management, and family office services to a range of individuals and families, institutional investors, and single and multi-family offices. We bring a broad range of products and solutions, tailoring our advice to meet clients' needs.The Client Account Administrator performs a variety of administrative and client service tasks to facilitate a positive and productive relationship between clients and their financial service team. The Client Account Administrator is an expert communicator and collaborator.Essential Functions:Understands the client's financial objectives and how FLP fits into their overall investment strategyLiaises between internal and external teams to support client and family needs during key life planning inflection pointsProvides white-glove service to clients by leading with compassion and empathy during major life eventsServes as a project manager to coordinate service across investment teams, planning teams, and custodiansDirects strong client relationships by proactively anticipating needs, escalating urgent issues appropriately, and coordinating with internal partners to complete work accurately and on time.Becoming comfortable and proficient in using our different applications (Outlook, Salesforce, Orion, and custodial platforms Schwab and Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requestsOpens and closes client accounts; ensures related paperwork is completed correctly and timelyManage and execute client cash flows, asset transfers, and account maintenanceCompletes complex forms, leverages DocuSign to collect signatures, and utilizes custodian-specific tools to upload appropriate forms to custodianAccurately moves funds between accounts, maintains clear documentationResponds promptly to clients' needs, requests, and miscellaneous inquiries; completes client requestsRegularly communicates and coordinates with the client's team (legal professionals, tax professionals, etc.)Leverages other custodian specific tools to manage client accountsCoordinates satisfaction of annual RMD for affected clientsParticipates in upkeep & implementation of SalesforcePrepares for client meetings, completes ad hoc client reporting Provide coverage and additional support to general administrative tasks and marketing efforts (scanning, lobby/phone coverage, preparing print materials, managing outbound mailings)Integrates and onboards new processes where the department is a stakeholderEssential Knowledge, Skills & Experience:Completion of a bachelor's degree in business, finance, or another related field; or equivalent years of work experience One or more years of related experience preferred Proficiency with Microsoft Office Suite (Excel, Word, PowerPoint, Outlook, Teams, etc.) and other software used to conduct business operations (Salesforce, DocuSign, etc.)Maintain a positive, solutions focused attitudeBe intellectually curious, respectful, and kind throughout all dimensions of the workplaceAbility to use good judgement and always keep client information confidentialDeliver consistent excellent customer service to internal and external customers, colleagues and managementCommunication SkillsUses appropriate communication toolsEffectively expresses ideas & concernsCommunicates effectively with prospects, clients, and colleaguesMaintains effective working relationshipsContributes to building positive environmentF.L.Putnam is an equal opportunity employer. We are committed to promoting an inclusive environment in service to one another and our clients. We do all of this with kindness, empathy, and respect for one another.