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Managed Account Coordinator Jobs (NOW HIRING)

Managed Account Coordinator

Tonawanda, NY ยท On-site

$19 - $24.75/hr

Support Account Administrators with account management activities (exception logs, special spreadsheets). * Perform route cause analysis as directed by the Account Administrator. * Research and ...

Account Coordinator

Tempe, AZ ยท On-site

$19.25 - $25/hr

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

Account Coordinator

Fort Lauderdale, FL ยท On-site

$19 - $24.75/hr

Account Coordinator- Business Development Location: Tamarac, FL (Preferably On-site), Remote ... Responsible for onboarding and supporting franchisees within the CPR program, managing account ...

Account Coordinator

Orlando, FL ยท On-site

$22 - $24/hr

This Account Coordinator enjoys managing multiple priorities, communicating with a variety of ... stakeholders, and ensuring details do not fall through the cracks. Candidates who thrive in fast ...

Account Coordinator

Orlando, FL ยท On-site

$22 - $24/hr

This Account Coordinator enjoys managing multiple priorities, communicating with a variety of ... stakeholders, and ensuring details do not fall through the cracks. Candidates who thrive in fast ...

Account Coordinator

Tempe, AZ ยท On-site

$19.25 - $25/hr

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

Account Coordinator

Tamarac, FL ยท On-site

$19 - $24.75/hr

Account Coordinator- Business Development Location: Tamarac, FL (Preferably On-site), Remote ... Responsible for onboarding and supporting franchisees within the CPR program, managing account ...

Account Coordinator

Olathe, KS ยท Hybrid

$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

$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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How much do managed account coordinator jobs pay per hour?

As of Aug 23, 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 the key skills and qualifications needed to thrive as a managed account coordinator?

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.

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 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 August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 9% Part Time, and 4% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $47,812 per year, or $23 per hour.

Managed Account Coordinator

FedEx Logistics

Springfield, MO โ€ข On-site

$22.41/hr

Other

Re-posted 9 days ago


Job description

To engage and collaborate with FedEx Trade Networks internal and external customers in facilitating fast, accurate, and compliant transactions with Customs and Border Protection (CBP) and Partner Government Agencies (PGAs). Facilitate entry processing, as well as pre arrival and post arrival exception resolution. Prepare, analyze, and/or submit documentation to CBP and PGAs Develop and maintain a strong relationship with customer's front-line personnel Support Account Administrators with account management activities (exception logs, special spreadsheets). 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 verification process. Sort and assign department workload Access clients systems (external systems) as necessary. Correspond with business partners in various mediums to include written, phone or e-mail. Produce operational trend reports Keep business partners apprised of the exception process. Pre alerts - receive and respond as needed per customer SOP. Maintain general knowledge of FedEx products and services Performs other duties as assigned. Paid Training Provided. HS Diploma or GED required. 12 months of brokerage or transportation experience and/or customer service experience required. Required - MS Office, Outlook, Office equipment (phone, fax, photocopier, printer, scanner). Interact with customers, internal staff/departments and management of all levels. Excellent communication skills, verbal and written. Preferred Qualifications: This role is variable remote, with some work from home opportunity and some in the office work, dependent on company policy.Experience with application or website research, Intermediate experience with MS Suite, building customer relationships, report and spreadsheet creation. Experience with V-look up, pivot tables, and resolving billing issues. Pay Transparency: Pay: $22.41 Additional Details: Shift: 8am to 5pm -Mon- Fri. โ€œMandatory overtime may be required during periods of high volume. In addition, working on company-recognized holidays may be necessary. Must reside within 50 miles of posted work location. For details on our comprehensive benefits, click here. FedEx Logistics provides freight forwarding, as well as import and export services that allow companies to reach markets throughout the world. They help customers of all sizes solve the intricacies of shipping goods globally by providing comprehensive international ocean and air freight forwarding, surface transportation and distribution, customs brokerage, trade and customs advisory services, and advanced e-commerce and trade facilitation solutions. Weโ€™re glad you stopped by and hope your job search experience with FedEx Logistics, Inc. will be rewarding. We look forward to hearing from you! FedEx Logistics is an Equal Opportunity Employer including, Vets/Disability. Know Your Rights Pay Transparency FedEx Logistics will consider for employment qualified applicants with criminal histories in a manner consistent with the requirements of the FAIR Chance Initiative for Hiring Ordinance (FCIHOO) for the City of Los Angeles (LAMC 189.00) FedEx Logistics will not rely on the wage history of a prospective employee from any current or former employer when determining the wages for such individual at any stage in the employment process, including in the negotiation or drafting of any employment contract in accordance with Philadelphia Ordinance No. 160840.