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Client Account Manager Wellness Jobs in Florida (NOW HIRING)

Advanta IRA

Client Account Manager

Clearwater, FL · On-site

$50K - $53K/yr

Client Account Manager - 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 ...

Ogletree Deakins

Client Account Manager

Orlando, FL

$113K - $132K/yr

Job Summary (basic description) The Client Account Manager (CAM) supports billing partners in managing the financial health of client relationships. Acting as a bridge between attorneys, clients, and ...

Ogletree Deakins

Client Account Manager

Miami, FL

$113K - $132K/yr

Job Summary (basic description) The Client Account Manager (CAM) supports billing partners in managing the financial health of client relationships. Acting as a bridge between attorneys, clients, and ...

7Figures

Client Account Manager | Colombia

Miami, FL · Remote

$1.2K - $3.5K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

7Figures

Client Account Manager | Colombia

Miami, FL · Remote

$3.5K/day

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

7Figures

Client Account Manager | Colombia

Miami, FL · On-site +1

$1.2K - $3.5K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

Allied Universal

Client Account Manager

Orlando, FL · On-site

Allied Universal is hiring a Client Account Manager. This position is responsible for the day-to-day operations and overseeing events at an assigned account. Account managers also build, improve, and ...

eswcareers

Client Account Manager

Boca Raton, FL

As an ExamSoft Client Account Manager you'll work with awesome people at the top of their game who care about education, who are excited to help advance the educational experience, and who will ...

PolicyBind

Client Account Manager

Palm Beach Gardens, FL · Remote

$75K/mo

Client Account Manager Palm Beach Gardens, FL Contracted to Full Time Mid Level Account Manager - PolicyBind Stop Managing. Start Dominating. Location: Remote-First (US) | Contract: 1099 Independent ...

7Figures

Client Account Manager | South Africa

Miami, FL · On-site +1

$1.6K - $3.7K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

7Figures

Client Account Manager | South Africa

Miami, FL · Remote

$1.6K - $3.7K/mo

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast - growing agency serving medical ...

7Figures

Client Account Manager | United States

Miami, FL · On-site +1

$50K - $65K/yr

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast-growing agency serving medical ...

7Figures

Client Account Manager | United States

Miami, FL · Remote

$50K - $65K/yr

Do you have experience managing multiple client accounts in a digital marketing or agency environment? We're hiring Full-Time Client Account Managers to join our fast-growing agency serving medical ...

AECOM

Navy Client Account Manager

Jacksonville, FL · On-site +1

AECOM Governments Business Line is seeking a highly motivated and experienced professional to be a NAVY/NAVFAC Client Account Manager for AECOM DCS. This position will collaborate with the overall ...

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All JobsClient Account Wellness JobsClient Account Manager Wellness JobsClient Account Manager Wellness Jobs in Florida

Client Account Manager Wellness information

How does a client account manager in wellness typically collaborate with internal teams to meet client needs?

Client Account Managers in wellness frequently work cross-functionally with sales, product development, and customer support teams to deliver tailored solutions for their clients. They act as the main liaison, ensuring that client feedback and objectives are communicated clearly and that projects stay aligned with wellness goals. Regular meetings and coordination with various departments are common to address challenges, update on progress, and implement new wellness initiatives. This collaboration is essential for maintaining high client satisfaction and fostering long-term partnerships.

What does a client account manager in wellness do?

A Client Account Manager in Wellness serves as the main point of contact between wellness service providers and their clients, ensuring that client needs are met and services are delivered effectively. They manage client relationships, coordinate wellness programs, address concerns, and help clients achieve their health and wellness goals. Additionally, they may be responsible for tracking program outcomes, handling renewals, and identifying opportunities to enhance client satisfaction.

What is the difference between Client Account Manager Wellness vs Client Account Manager Healthcare?

AspectClient Account Manager WellnessClient Account Manager Healthcare
Required CredentialsRelevant certifications in wellness, health coaching, or fitness managementCertifications in healthcare, medical billing, or health administration
Work EnvironmentFitness centers, wellness clinics, corporate wellness programsHospitals, clinics, healthcare providers
Employer & Industry UsageWellness and fitness industry, corporate wellness providersHealthcare industry, medical organizations
Search & Comparison IntentClients seeking wellness program managementClients seeking healthcare service management

The main difference between a Client Account Manager Wellness and a Client Account Manager Healthcare lies in their focus areas. Wellness managers concentrate on fitness, health coaching, and lifestyle programs, often working in fitness centers or corporate wellness. Healthcare managers focus on medical services, patient care, and healthcare provider relationships. Both roles require client management skills but serve different industry needs.

What skills and qualifications are needed to thrive as a client account manager in wellness?

To thrive as a Client Account Manager in Wellness, you need expertise in account management, customer service, and a solid understanding of wellness programs, often supported by a bachelor's degree in business, health sciences, or a related field. Familiarity with customer relationship management (CRM) software, data analytics tools, and wellness program platforms is typically required. Outstanding interpersonal skills, problem-solving abilities, and proactive communication help build strong client relationships and address client needs effectively. These skills are vital for ensuring client satisfaction, retention, and the successful implementation of wellness initiatives.

What are popular job titles related to Client Account Manager Wellness jobs in Florida?

For Client Account Manager Wellness jobs in Florida, the most frequently searched job titles are:

What job categories do people searching Client Account Manager Wellness jobs in Florida look for?

The top searched job categories for Client Account Manager Wellness jobs in Florida are:

What cities in Florida are hiring for Client Account Manager Wellness jobs?

Cities in Florida with the most Client Account Manager Wellness job openings:

Client Account Manager Wellness jobs near you
Infographic showing various Client Account Manager Wellness job openings in Florida as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Client Account Manager

Advanta IRA

Clearwater, FL • On-site

$50K - $53K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted yesterday

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!
 

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