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Managed Account Coordinator Jobs (NOW HIRING)

MJH Life Sciences

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 ...

Frankel

Account Coordinator

Gainesville, FL · On-site

$17.25 - $22.50/hr

Account Coordinator Department: Account Services Reports To ... Brand/Account Manager Location: Gainesville, FL (Hybrid) Employment Type: Full-Time NOTE: Only USA ...

Lange Company

Account Coordinator

Rockwall, TX · On-site

$21 - $25/hr

Account Coordinator Dallas, TX At Lange Fresh Sales, we are driven by integrity, dedication, and ... Collaborate with the Account Manager to maintain strong, positive relationships with customers ...

Goshen Health

Account Coordinator

Goshen, IN · On-site

$17.75 - $23.25/hr

The Account Coordinator is responsible for a variety of duties, as assigned by Revenue Cycle Management, which may include medical charge entry , billing, payment posting, and problem-solving of ...

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How much do managed account coordinator jobs pay per hour?

As of Aug 16, 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?

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 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:

Managed Account Coordinator jobs near you
Infographic showing various Managed Account Coordinator job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 9% Part Time, and 4% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $47,812 per year, or $23 per hour.

Condition Management Account Coordinator

Cottingham & Butler

Davenport, IA • On-site

$19 - $24.75/hr

Full-time

Re-posted 6 days ago

Cottingham & Butler rating

8.6

Company rating: 8.6 out of 10

Based on 15 frontline employees who took The Breakroom Quiz

90th of 308 rated insurance

Job description

Condition Management Account Coordinator

Location: Onsite in Dubuque, IA. Also accepting remote applicants.

HealthCheck360 has an immediate opening for driven, energetic, and customer focused candidates for our Condition Management Account Coordinator role. In this role, you will answer inbound calls from our participants along with making outbound telephonic calls to participants enrolled in the Condition Management Program. And the best part? You don't need experience - we will train you!

We are seeking individuals with strong customer service skills that can perform well individually and in a team environment. This role is perfect for individuals with experience in a medical setting, including but not limited to a receptionist, scheduler, insurance verification, health coaches, LPN, CNA, Medical Assistants, or individuals with a background in customer service who are looking to make a meaningful impact behind the scenes. We pride ourselves on putting the participants first and finding ways to improve our business. Above all else, we are committed to fostering an open door culture where the opinions and suggestion of our team members are valued and appreciated.

Essential Functions:

  • Answer participants inquiries
  • Assist participants via email and online messaging
  • Accurately document participant communications

Specific Skills:

  • Strong verbal and written skills
  • Detail oriented

Pay & Benefits

  • Most Benefits start Day 1
  • Medical, Dental, Vision Insurance
  • Flex Spending or HSA
  • 401(k) with company match
  • Profit-Sharing/ Defined Contribution (1-year waiting period)
  • PTO/ Paid Holidays
  • Company-paid ST and LT Disability
  • Maternity Leave/ Parental Leave
  • Subsidized Parking
  • Company-paid Term Life/ Accidental Death Insurance

About Cottingham and Butler's Health and Wellness Division

Cottingham and Butler's Health and Wellness division was created with the employer's needs and the participant's experience in mind. We focus on reducing medical costs, while increasing employee engagement and productivity. This is accomplished by providing onsite biometric screenings, engaging participants through technology and programming, educating the participant with risk-specific targeted communications, and supporting positive behavior change through our Health Coaching and Condition Management programs.

Want to learn more? Follow us on www.CottinghamButler.com | LinkedIn | Facebook

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