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Client Account Manager Wealth Management Jobs (NOW HIRING)

Inizio Engage

Client Account Manager

Yardley, PA · On-site +1

$56K - $104K/yr

The Client Account Manager has responsibility for the day to day relationship with the assigned ... Bachelor's Degree or equivalent work related experience * 3-5 years client or project management ...

HubSync

Client Account Manager

Nashville, TN · Remote

Position Summary HubSync is hiring a Client Account Manager to own the relationships that keep our ... Key Responsibilities Account Ownership & Relationship Management * Operate as the lead relationship ...

Total Quality Insurance

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Insurance Client Account Manager

Augusta, GA · Remote

$41K - $62K/yr (+ commission)

The Client Account Manager plays a crucial role in managing and nurturing existing client accounts ... Experience with Customer Relationship Management (CRM) software * Strong communication and problem ...

Courser

Client Account Manager

Las Vegas, NV · On-site

If you're ready to bring your strategic account management expertise to a fast‑paced ... Proactively resolve client concerns and align solutions with evolving client needs. * Identify ...

GBT Foods, Inc.

Client Account Manager

Edison, NJ · On-site

$45K - $65K/yr

We are seeking a Client Account Manager to join our team! You will resolve customer questions and ... Familiarity with CRM platforms * Familiarity with Microsoft 365 * Ability to build rapport with ...

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Client Account Manager Wealth Management information

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$29.5K

$65.8K

$106K

How much do client account manager wealth management jobs pay per year?

As of Sep 11, 2026, the average yearly pay for client account manager wealth 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 are popular job titles related to Client Account Manager Wealth Management jobs?

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

Client Account Manager

Sparks, MD • On-site

Enhanced Computing Solutions
IT Services • 1 - 10 employees
Learn more about Enhanced Computing Solutionsexternal

Full-time

Medical, Dental, Vision, Life, Retirement

Re-posted 10 hours ago

Job description

overview

The number one goal of everyone in our team is to make our Clients exceptionally happy. The Account Manager plays an important role in making sure that happens.

The Account Manager is responsible for the frontend of client communications. They manage client accounts to assist with onboarding, customer success, and upselling.

When help is needed the Service Delivery Manager can assist with service related issues to ensure customer retention.

RESPONSIBILITIES & TASKSCustomer service
  • Initiate contact to introduce yourself as their main POC
  • Delight our Clients with a Friendly, Quick and Helpful Experience
  • Advocate for clients to ensure they are getting what they need
  • Introduce new services and upgrades to clients
  • Track upselling opportunities in our software
  • Track customer feedback scores
team work
  • Follow the communication cadence developed for consistency
  • Follow Standard Operating Procedures (SOPs) for daily / weekly recurring tasks
  • Identify opportunities for improvement and make constructive suggestions for change
  • Contribute to the process of innovative change effectively
  • Undertake other duties as required by the Executive Team
skills and attributesdesired
  • Ability to be reassuring and see issues through to resolution
  • Great Communications skills, founded in being a good listener
  • Detail oriented
  • A deep desire to deliver an amazing Client Experience
  • The ability to keep up with & adapt to the fast-paced IT world
  • Tech-"Savy"
Perks
  • We offer Health / Dental and Vision coverage
  • An easy-going environment and culture (we all enjoy what we do)
  • Private Office
  • A Company Laptop
  • A Proactive Approach to Ongoing Training to help you develop life-long skills
  • 401K

Salary: $65-70k

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