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Client Account Jobs (NOW HIRING)

Soni Resources

Client Account Specialists

New York, NY · On-site

$85K/yr

Reporting to the Client Account Manager, the Client Account Specialist is responsible for successful execution of the billing and collection strategy for their assigned partners or office/practice ...

Andiamo

Client Account Representative

Austin, TX

Description As a Client Account Representative, you will be the primary point of contact for our clients, ensuring their needs are met and their experiences with us are exceptional. You'll work ...

REN

Client Account Representative

Indianapolis, IN · On-site

The Client Account Representative is solution-oriented, organized, and precise, serving as a primary point of contact for our clients. This individual is responsible for understanding recorded ...

Vatic Outsourcing

Client Account Manager

Atlanta, GA · On-site

Client Account Manager (CAM) Organization: Client Account Manager (CAM) Classification: Exempt Reports to: Manager of Client Account Services Summary: The CAM is a customer facing support position ...

Cozen O'Connor

Client Account Specialist

Pittsburgh, PA · Hybrid

$65K - $75K/yr

The Client Account Specialist will provide top-tier customer service, as the main point of contact for designated clients. This is a hybrid role (3 days in office 2 days remote). * 2+ years of ...

Plumb

Client Account Specialist

La Jolla, CA · On-site

$26 - $32/hr

Client Account Specialist La Jolla, CA In Office | $26 to $32 per hour depending upon experience | Full-time | We are hiring Client Account Specialists to deliver exceptional financial services for ...

ImpactBio

Client Account Coordinator

Newtown, PA · On-site

Client Account Coordinator REMOTE - U.S. ImpactBio is growing, and we're looking for a highly organized, proactive, and client-focused Client Account Coordinator to join our team. In this role, you ...

Plumb

Client Account Specialist

La Jolla, CA · On-site

$26 - $32/hr

Client Account Specialist La Jolla, CA In Office | $26 to $32 per hour depending upon experience | Full-time | We are hiring Client Account Specialists to deliver exceptional financial services for ...

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Client Account information

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How much do client account jobs pay per hour?

As of Jul 2, 2026, the average hourly pay for client account in the United States is $56.25, according to ZipRecruiter salary data. Most workers in this role earn between $28.85 and $70.19 per hour, depending on experience, location, and employer.

What are some typical challenges faced in a Client Account role and how can they be managed?

Professionals in Client Account roles often juggle multiple client needs and deadlines simultaneously, which can be challenging when priorities shift unexpectedly. Effective communication, strong organizational skills, and proactive problem-solving are essential to manage workload and maintain client satisfaction. Building strong relationships with clients and internal teams also helps address issues swiftly and ensures smooth project delivery. Utilizing CRM tools and regular status meetings can further streamline processes and prevent misunderstandings.

What is a Client Account Manager?

A Client Account Manager is a professional responsible for maintaining and nurturing relationships with a company's clients. They serve as the main point of contact, addressing client needs, resolving issues, and ensuring satisfaction with the company's products or services. Client Account Managers also identify opportunities for upselling or cross-selling and work closely with internal teams to deliver solutions tailored to client requirements. Their goal is to ensure long-term, positive partnerships that benefit both the client and the company.

What are the key skills and qualifications needed to thrive as a Client Account Manager, and why are they important?

To thrive as a Client Account Manager, you need strong relationship management, organizational skills, and a background in business or a related field, often backed by a bachelor's degree. Familiarity with CRM software, data analysis tools, and project management systems is typically required. Excellent communication, problem-solving, and negotiation skills help you build trust and resolve client concerns effectively. These abilities are crucial for maintaining client satisfaction, ensuring retention, and driving business growth.

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

AspectClient AccountCustomer Service Representative
CredentialsRelevant certifications in account management or salesBasic customer service training or certifications
Work EnvironmentBusiness settings, client-facing roles, often in finance, marketing, or consultingCall centers, retail, or service industries, handling customer inquiries
Employer & Industry UsageUsed in industries managing ongoing client relationshipsCommon in retail, telecom, and service sectors

While both roles involve interacting with clients or customers, a Client Account focuses on managing ongoing relationships, sales, and account growth, often requiring specialized knowledge. Customer Service Representatives primarily handle inquiries, complaints, and support, focusing on immediate customer satisfaction. Understanding these differences helps in choosing the right career path or job search focus.

More about Client Account jobs
What are the most commonly searched types of Client Account jobs? The most popular types of Client Account jobs are:
What job categories do people searching Client Account jobs look for? The top searched job categories for Client Account jobs are:
Infographic showing various Client Account job openings in the United States as of June 2026, with employment types broken down into 73% Full Time, 16% Part Time, 1% Temporary, and 10% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $117,000 per year, or $56.2 per hour.

Client Account Administrator

FL Putnam Investment Management

Lynnfield, MA

Full-time

Posted 26 days ago

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 to you, tailoring our advice to meet clients' needs.

The Client Account Administrator is an essential member of the F.L.Putnam client team – working closely with Investment Advisors and Private Client Advisors to deliver personalized service. The Client Account Administrator serves as the client service contact for account openings, account related maintenance, inquiries, and requests. Developing and maintaining strong client relationships is essential requiring a dynamic, adaptive, and emotionally intelligent approach to communication.

Responsibilities Include:

  • Opening new client accounts (including completing complex forms, leveraging DocuSign to collect signatures, & utilizing custodian-specific tools to upload new account/transfer of assets forms to custodian). Maintaining strong client communication throughout these processes.
  • Responding to client inquiries on the phone, email, or in person
  • Regular coordination & correspondence with the client's team & related professionals (legal, tax, etc.)
  • Preparing client presentation materials for meetings
  • Creating and uploading monthly and quarterly client statements
  • Maintain comprehensive and up-to-date records of all investment data across client portfolios in Addepar and other platforms; ensure data integrity and consistency across multiple clients and investment vehicles
  • Utilize Addepar platform daily to track, analyze, and reconcile investment positions and performance metrics
  • Prepare regular investment reports and summaries for internal review and client presentations.
  • Collaborate with team members to provide exceptional client service and ensure timely communication

Prerequisite Skills and Knowledge:

  • Outstanding oral and written communication skills
  • Computer literacy (superior skills with Excel, Word, PowerPoint)
  • Familiarity with Salesforce, eMoney, Orion and Addepar portfolio accounting software a plus
  • Familiarity with financial industry including general knowledge of investment terminology

Education and Experience:

  • BS/BA or equivalent work experience
  • 1+ years of related work experience in the financial industry is preferred

F.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.

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