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Managed Account Coordinator Jobs (NOW HIRING)

Managed Account Coordinator

Tonawanda, NY

$19 - $24.75/hr

Experience Supporting account management activities (exception logs, special spreadsheets). Experience with research to resolve customer billing issues. Coordinating post-entry activities on the ...

Managed Account Coordinator

Springfield, MO · On-site

$17 - $22.25/hr

Perform route cause analysis as directed by the Account Administrator. Research and resolve customer billing issues Coordinate post-entry activities on the customer's behalf Manage the entry ...

Managed Account Coordinator

Tonawanda, NY · On-site

$21.14 - $29.59/hr

Serves as the primary link between FedEx express and FTN for account/ shipment specific issues ... Refer potential major problems to the manager. Corresponds in writing or by telephone with shippers ...

Managed Account Coordinator

Tonawanda, NY · Hybrid

$19 - $24.75/hr

Perform route cause analysis as directed by the Account Administrator. Research and resolve customer billing issues Coordinate post-entry activities on the customer's behalf Manage the entry ...

Serves as the primary link between FedEx express and FTN for account/ shipment specific issues ... Refer potential major problems to the manager. Corresponds in writing or by telephone with shippers ...

Serves as the primary link between FedEx express and FTN for account/ shipment specific issues ... Refer potential major problems to the manager. Corresponds in writing or by telephone with shippers ...

Account Coordinator At Market Mentors, we don't just manage accounts; we drive outcomes. The Account Coordinator is an essential member of the Client Services team, working in close partnership with ...

Springfield, MA Account Coordinator At Market Mentors, we don't just manage accounts; we drive outcomes. The Account Coordinator is an essential member of the Client Services team, working in close ...

Account Coordinator

Springfield, MA

$20 - $26/hr

Account Coordinator At Market Mentors, we don't just manage accounts; we drive outcomes. The Account Coordinator is an essential member of the Client Services team, working in close partnership with ...

Account Coordinator

Clinton, PA · On-site

$19.75 - $25.75/hr

Will work alongside other departments within Berlin to manage account onboarding and maintenance ... How is our Account Coordinator role different than other Account Coordinator roles? A day in the ...

The Account Coordinator will support end-to-end order management, including monitoring, manual entry, and tracking to ensure smooth processing. * Identify and help resolve order-related issues such ...

Account Coordinator

Olathe, KS

$19.25 - $25.25/hr

You will be responsible for client communication, problem-solving, and basic account management. An Account Coordinator role is ideal for an upcoming or recent college graduate and/or those looking ...

Account Coordinator

Cranbury, NJ · On-site

$20.50 - $26.50/hr

We are seeking an Account Coordinator to join our Agency Services team in a dual-focused role that ... Strategically manage faculty calendars, aligning schedules with program needs and organizational ...

Account Coordinator

Southampton, NY · On-site

$22 - $28.75/hr

... Manager. * Compare launchpad to ad book, move ads into correct sections. * Stay with the book until ... Account Coordinator Job Requirements: * Ability to multitask in a fast-paced environment. * Keen ...

Account Coordinator

Cranbury, NJ

$20.50 - $26.50/hr

We are seeking an Account Coordinator to join our Agency Services team in a dual-focused role that ... Strategically manage faculty calendars, aligning schedules with program needs and organizational ...

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Managed Account Coordinator information

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$14

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$32

How much do managed account coordinator jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for managed account coordinator in the United States is $22.99, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $25.00 per hour, depending on experience, location, and employer.

What does a Managed Account Coordinator do?

A Managed Account Coordinator is responsible for overseeing and supporting the administrative and operational aspects of managed investment accounts. They act as a liaison between clients, financial advisors, and portfolio managers to ensure client accounts are set up, maintained, and serviced efficiently. Their duties often include processing account documentation, tracking investment performance, and resolving client inquiries. This role requires strong organizational and communication skills, as well as knowledge of financial products and regulatory requirements.

What are some common challenges faced by Managed Account Coordinators, and how can they be addressed?

Managed Account Coordinators often navigate the challenge of balancing multiple client accounts while ensuring each receives personalized attention and timely service. Managing client expectations, coordinating between internal teams (such as sales, customer support, and technical staff), and keeping track of deadlines are frequent aspects of the role. Effective communication, strong organizational skills, and proactive follow-up are key strategies to overcome these challenges. Additionally, leveraging project management tools can help streamline workflows and improve collaboration across departments.

What is the difference between Managed Account Coordinator vs Client Services Associate?

AspectManaged Account CoordinatorClient Services Associate
Required CredentialsTypically a bachelor's degree, certifications like CFP or CFA are a plusUsually a bachelor's degree, certifications are less common
Work EnvironmentFinancial firms, investment management companiesFinancial institutions, client support departments
Employer & Industry UsageUsed in asset management and wealth management firmsCommon in banking, financial services, and investment firms

The Managed Account Coordinator primarily manages client accounts within investment firms, focusing on portfolio oversight and compliance. In contrast, the Client Services Associate handles client inquiries and support, often in a broader customer service role. Both roles require financial knowledge, but the Coordinator role is more specialized in account management and investment processes.

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

To thrive as a Managed Account Coordinator, you need strong organizational abilities, attention to detail, and a background in account management or business administration. Familiarity with CRM systems, project management software, and data analysis tools is typically required, along with proficiency in Microsoft Office Suite. Excellent communication, problem-solving, and relationship-building skills help you stand out in managing client expectations and internal coordination. These skills and qualities are essential for ensuring client satisfaction, smooth project delivery, and long-term account growth.
More about Managed Account Coordinator jobs
What cities are hiring for Managed Account Coordinator jobs? Cities with the most Managed Account Coordinator job openings:
What states have the most Managed Account Coordinator jobs? States with the most job openings for Managed Account Coordinator jobs include:
Infographic showing various Managed Account Coordinator job openings in the United States as of June 2026, with employment types broken down into 75% Full Time, 5% Part Time, and 20% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $47,812 per year, or $23 per hour.
Managed Account Coordinator

Managed Account Coordinator

S. A. Comunale Co., Inc.

Barberton, OH • On-site

$18.75 - $24.25/hr

Full-time

Posted 10 hours ago


S.A. Comunale rating

8.5

Company rating: 8.5 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

5th of 32 rated health and safety providers


Job description

About Us

We provide industry-leading, end-to-end fire protection, mechanical, and HVAC services. Our skilled tradespeople work in virtually every market across the nation.

S.A. Comunale has been a local industry leader for end-to-end mechanical, fire protection and HVAC services for nearly 100 years. We offer our clients significant financial strength, unmatched bonding capability, an award-winning safety program, and large-scale purchasing power. With 16 locations and over 1,450 employees, including 850 skilled tradesmen throughout Ohio, Pennsylvania, New Jersey, Kentucky, Maryland, and West Virginia, S.A. Comunale can work in virtually every market sector and facility type.

Click the link below to watch a short video about S.A. Comunale.

https://comunale.com/application/files/5717/5459/5043/Sprinkler_Highlight_Vide_LoRes.mp4

Job Summary

Job Title: Managed Account Coordinator

S.A. Comunale is seeking a Managed Account Coordinator to supporet the Inspection department.

The primary function of this role is to manage customer specific requests as it relates to inspection and service of the fire protection systems.  The Company goal is to continuously grow the revenues of the Service & Inspection department while maintaining profits, satisfying customers' requirements, and staying compliant with required guidelines. 

This job requires the ability and desire to work in a fast-paced multi-tasked environment with a focus towards customer service and support, quality work performance, and an understanding of the inspection and services provided by the Company. 

Essential Duties & Responsibilities
  • Schedule service and inspection of customer sites on demand and set frequencies.
  • Work with all departments to ensure completion of customers work.
  • Perform follow up as necessary on outstanding work orders.
  • Provide phone coverage for assigned account(s) as well as overflow.
  • Invoice customers for work tickets and contracts.
  • Be the primary customer service contact for assigned account(s).
  • Cross-train to perform any job occupation as determined by the Company.
  • Regular and reliable attendance.
Qualifications
  • High School Diploma or GED is required.
  • 3+ years' experience in a call center or customer service environment is required.
  • Strong customer service skills and the ability and willingness to learn new systems and processes is required.
  • Experience with Microsoft Office (i.e., Word, Excel, and PowerPoint) applications is required.
  • Excellent customer service skills are required.

#comunale

Equal Opportunity EmployerAs a leading provider of mechanical and electrical construction, facilities services, and energy infrastructure, we offer employees a competitive salary and benefits package and we are always looking for individuals with the talent and skills required to contribute to our continued growth and success. Equal Opportunity Employer/Veterans/DisabledAffirmative Action Policy

Please review our Affirmative Action Policy.

Notice to Prospective EmployeesNotice to prospective employees: There have been fraudulent postings and emails regarding job openings. EMCOR Group and its companies list open positions here. Please check our available positions to confirm that a post or email is genuine. EMCOR Group and its companies do not reach out to individuals to help with marketing or other similar services. If an individual is contacted for services outside of EMCOR's normal application process - it is probably fraudulent.Employment Type: FULL_TIME