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Client Account Associate Jobs in California (NOW HIRING)

Elavon

Client Account Manager

Los Angeles, CA

$72K - $89K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Associate's degree, or equivalent work experience * Two or more years of client management experience in the financial industry Preferred Skills and Experience * Strong contract negotiation, account ...

Elavon, Inc.

Client Account Manager

Los Angeles, CA · On-site

$72K - $89K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Associate's degree, or equivalent work experience * Two or more years of client management experience in the financial industry Preferred Skills and Experience * Strong contract negotiation, account ...

Insurance Office of America

  • Medical

  • Retirement

Account Manager Associate: Advanced expertise, owns client experience, near Account Manager level What We Offer: * Competitive salaries and bonus potential * Company-paid health insurance * Paid ...

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Client Account Associate information

How does a client account associate typically collaborate with other departments to ensure client satisfaction?

Client Account Associates frequently work cross-functionally, coordinating with departments like sales, operations, and customer support to address client needs and resolve issues promptly. They act as a bridge between the client and internal teams, ensuring that client feedback is communicated clearly and projects stay on track. Regular meetings and updates with other departments are common to maintain transparency and deliver a seamless client experience. This collaborative approach not only helps solve problems efficiently but also fosters strong long-term client relationships.

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

To thrive as a Client Account Associate, you need strong organizational skills, attention to detail, and a background in business, finance, or customer service, often supported by a bachelor’s degree. Familiarity with CRM software, Microsoft Office Suite, and sometimes financial platforms like Salesforce or QuickBooks is typically required. Excellent communication, problem-solving, and relationship-building abilities help you exceed client expectations and resolve issues efficiently. These skills and qualities are crucial for delivering exceptional service, retaining clients, and supporting business growth.

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

AspectClient Account AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer associate's degreeHigh school diploma or equivalent
Work EnvironmentFinancial institutions, corporate client accounts, B2B settingsRetail, call centers, service industries
Employer & Industry UsageBanking, investment firms, financial servicesRetail stores, telecom, hospitality
Common Search & ComparisonClient Account Associate vs Customer Service Representative

The main difference is that a Client Account Associate typically works in financial or corporate settings managing client accounts, requiring some industry-specific knowledge. In contrast, a Customer Service Representative generally handles customer inquiries across various industries, focusing on service and support. Both roles involve communication skills, but the Client Account Associate often deals with more complex account management tasks within financial services.

What does a client account associate do?

A client account associate manages client accounts by providing support, addressing inquiries, and ensuring customer satisfaction. They often handle account updates, process transactions, and use customer relationship management (CRM) tools to maintain accurate records and foster strong client relationships.

What are the most commonly searched types of Client Account jobs in California?

The most popular types of Client Account jobs in California are:

What cities in California are hiring for Client Account Associate jobs?

Cities in California with the most Client Account Associate job openings:

Client Account Associate jobs near you

Client Account Manager

Elavon

Los Angeles, CA

$72K - $89K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 8 days ago

Elavon, Inc. rating

9.0

Company rating: 9.0 out of 10

Based on 7 frontline employees who took The Breakroom Quiz

24th of 491 rated business services

Job description

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often-that's what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at-all from Day One.

As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals-no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we're building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.

Job Description

The Client Account Manager/Executive is the strategic face of Elavon to the client, representing multiple Elavon business channels. They are responsible for:

  • The overall management of a book of small to medium business accounts, including maintenance, growth, increased profitability, strategic direction, overall client satisfaction, and contract renewals

  • Consulting with clients through data analysis, industry education, presentation of performance results and recommending action to improve performance

  • Being the escalation point for both internal and external client issues

Basic Qualifications

  • Associate's degree, or equivalent work experience

  • Two or more years of client management experience in the financial industry

Preferred Skills and Experience

  • Strong contract negotiation, account management and project management skills

  • Strong problem-solving and negotiation skills

  • Ability to manage multiple tasks/projects and deadlines simultaneously

  • Ability to identify and resolve exceptions and to interpret data

  • Proven customer service/relations skills

  • Proficient computer navigation skills using a variety of software packages including Microsoft Office applications

  • Strong presentation, interpersonal, verbal and written communication skills

  • Some knowledge of Elavon products and systems helpful

If there's anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to ourdisability accommodations for applicants.

Benefits:

Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:

  • Healthcare (medical, dental, vision)

  • Basic term and optional term life insurance

  • Short-term and long-term disability

  • Pregnancy disability and parental leave

  • 401(k) and employer-funded retirement plan

  • Paid vacation (from two to five weeks depending on salary grade and tenure)

  • Up to 11 paid holiday opportunities

  • Adoption assistance

  • Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about theE-Verify program.

The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $72,900.00 - 89,100.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.

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