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Client Service Account Manager Jobs in Raleigh, NC

Kestra Financial

Client Service Associate

Raleigh, NC · On-site

$14 - $19.50/hr

... account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available * Ensure adherence to appropriate client service models * Manage ...

HUB

Commercial Lines Senior Account Manager

Raleigh, NC · On-site

Leads all aspects of local and/or regional large account client service, marketing, and renewal of ... Manages, organizes, and conducts client meetings in coordination with producer on producer assigned ...

GSP Marketing Technologies

Account Manager

Raleigh, NC · Hybrid

Maintain database for all GSP products and services * Input client orders with accuracy and ... Two years of experience in account management, retail and/or sales desired. Qualifications, Skills ...

GSP Companies

Account Manager

Raleigh, NC · On-site

Maintain database for all GSP products and services * Input client orders with accuracy and ... Two years of experience in account management, retail and/or sales desired. Qualifications, Skills ...

Celito Communications

Account Manager

Raleigh, NC · On-site

Account Manager, Client Growth & Retention Department: Sales Reports to: VP of Sales Location ... You'll prepare and lead a disciplined review for every key account, covering service performance ...

Celito Communications

Account Manager

Raleigh, NC · On-site

Account Manager, Client Growth & Retention Department: Sales Reports to: VP of Sales Location ... You'll prepare and lead a disciplined review for every key account, covering service performance ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K/yr

Prepare account documentation and service paperwork. Respond to client inquiries regarding account ... Manage documentation, scanning, filing, and general office support. Help keep daily operations ...

Ivy Way Placements

Client Service Associate

Raleigh, NC · On-site

$80K - $92K/yr

Support client onboarding and account maintenance * Assist clients with digital tools and ... Manage documentation, scanning, filing, and general office support * Help keep daily operations ...

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All JobsClient Service Account JobsClient Service Account Manager JobsClient Service Account Manager Jobs in Raleigh, NC

Client Service Account Manager information

See Raleigh, NC salary details

$28.8K

$58.6K

$124.1K

How much do client service account manager jobs pay per year?

As of Sep 13, 2026, the average yearly pay for client service account manager in Raleigh, NC is $58,640.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $70,000.00 per year, depending on experience, location, and employer.

What does a client service account manager do?

A Client Service Account Manager is responsible for building and maintaining strong relationships with clients, ensuring their needs are met, and acting as the main point of contact between the client and the company. They oversee client accounts, address questions or concerns, and coordinate with internal teams to deliver products or services according to client expectations. Their goal is to maximize client satisfaction and retention while identifying opportunities for account growth or upselling. This role often requires strong communication, problem-solving, and organizational skills.

How does a client service account manager typically collaborate with other departments to address client needs?

Client Service Account Managers often work closely with teams across sales, operations, and product departments to ensure client satisfaction. They act as the primary point of contact for clients, gathering feedback, relaying client requirements, and coordinating with internal stakeholders to resolve issues or deliver solutions. Regular cross-departmental meetings and effective communication are essential for addressing complex client requests and maintaining smooth workflows. This collaboration not only helps in resolving challenges efficiently but also fosters strong client relationships.

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

To thrive as a Client Service Account Manager, you need a solid background in account management, customer relationship building, and business acumen, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software, project management tools, and industry-specific platforms is typically required. Exceptional communication, problem-solving, and organizational skills help you stand out in managing client expectations and resolving issues. These abilities are crucial for maintaining strong client relationships and ensuring client satisfaction, which drive retention and business growth.

What is the difference between Client Service Account Manager vs Customer Support Specialist?

AspectClient Service Account ManagerCustomer Support Specialist
CredentialsTypically requires a bachelor's degree, relevant certifications (e.g., CRM certifications)High school diploma or equivalent; some roles prefer technical certifications
Work EnvironmentOffice-based, client-facing, often in corporate or agency settingsCall centers, help desks, or online support platforms
Employer & IndustryFinancial, marketing, consulting, or tech firmsRetail, tech, telecom, or service industries
Search & Comparison IntentUnderstanding client relationship roles and account managementCustomer support and troubleshooting roles

The main difference is that Client Service Account Managers focus on maintaining client relationships, managing accounts, and ensuring client satisfaction, often with strategic responsibilities. Customer Support Specialists primarily handle technical issues, answer inquiries, and provide product or service assistance. Both roles require strong communication skills but differ in scope and level of client engagement.

What cities near Raleigh, NC are hiring for Client Service Account Manager jobs?

Cities near Raleigh, NC with the most Client Service Account Manager job openings:

Client Service Account Manager jobs near you
Infographic showing various Client Service Account Manager job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 94% In-person, and 6% Remote job distribution, with an average salary of $58,640 per year, or $28.2 per hour.

Client Service Associate

Raleigh, NC • On-site

Kestra Financial
Finance and Insurance • 201 - 500 employees
Learn more about Kestra Financialexternal

$14 - $19.50/hr

Other

Re-posted 14 days ago

Kestra Financial rating

5.9

Company rating: 5.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Who We are:

Cunningham Financial, a growing financial planning firm, is seeking a Client Service Associate to assist us in our mission of helping clients achieve their financial goals. This is an opportunity to play a key role in the future success of our growing high quality organization.

We take an integrated approach with our clients that is custom tailored to their specific situation. Each client has a different vision for their life, which we use to help them pursue their financial goals and work toward creating the life they envision.

Who We Want:

The client service associate plays a critical role in the back-office functioning of our firm. With responsibility for the day-to-day operations of the firm, the Client Service Associate helps keep the office running smoothly and ensures that all paperwork and processing is handled in a timely, accurate, and professional manner. Along with the back office functions the Client Service Associate often serves as the first point of contact for clients calling in and must have a cheerful desire to go above and beyond to meet their needs.

Client Service Associate Summary

The Client Service Associate reports to the Financial Advisors and is critical to appropriately leveraging Advisors’ time. This position utilizes excellent customer service and problem-solving skills to confidently provide information and education to clients in a timely, efficient, and professional manner.

Essential Duties and Responsibilities

  • Assist in client meeting preparation and follow-up including assembling requisite paperwork, report generation, appointment scheduling and post-meeting documentation

  • Manage client needs regarding processing, service, and problem resolution in a timely and accurate manner while ensuring documentation and record keeping adheres to compliance standards

  • Successfully partner with Broker Dealer for new account establishment, account maintenance, and compliance

  • Process, submit, and service all account paperwork/requests; follow through to completion utilizing paperless procedures (including eSignature) where available

  • Ensure adherence to appropriate client service models

  • Manage multiple and competing priorities on a daily basis in pursuit of business objectives

  • Other responsibilities as assigned by the Senior Client Service Associate Supervisory

  • Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Advanced computer skills (Outlook, Word, Excel and Power Point) are essential

  • Excellent communication skills, both verbally and in writing

  • Strong time management, organizational skills; able to work independently and effectively manage multiple tasks at once

  • Ability to build relationships with clients and internal partners and influence others without direct control

Education and/or Experience

  • Bachelor’s degree in a business-related field preferred

  • The ideal candidate will have 2+ years of experience in the financial services industry allowing for a good understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

• Series 7 and 65/66 preferred (or ability to obtain)

What Kestra Financial employees say

Pay

Hours and flexibility

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