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Private Client Account Manager Jobs (NOW HIRING)

Marsh McLennan

$39K - $54K/yr

Marsh McLennan Agency Account Manager, Private Client Services (Personal Insurance) Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of ...

Advanta IRA

Client Account Manager

Clearwater, FL · On-site

$50K - $53K/yr

Client Account Manager - LOCATION: Advanta IRA- Office in Clearwater, FL 33762 Start date ... private placements & private stock, checkbook control LLC, precious metals, foreign currency ...

RWDY Inc

Client Account Manager

Bossier City, LA · On-site

$31.25/hr

Job Title Client Account Manager Compensation $31.25/hr - Depending on the candidate, this rate may be flexible. Location Bossier City, LA - In-office position Schedule 5/2, full-time, on-site Target ...

RWDY Inc

Client Account Manager

Bossier City, LA · On-site

$31.25/hr

Job Title Client Account Manager Compensation $31.25/hr -- Depending on the candidate, this rate may be flexible. Location Bossier City, LA -- In-office position Schedule 5/2, full-time, on-site ...

RWDY Inc

Client Account Manager

Bossier City, LA · On-site

$31.25/hr

Job Title Client Account Manager Compensation $31.25/hr -- Depending on the candidate, this rate may be flexible. Location Bossier City, LA -- In-office position Schedule 5/2, full-time, on-site ...

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Private Client Account Manager information

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$29.5K

$65.8K

$106K

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

As of Sep 10, 2026, the average yearly pay for private client account manager in the United States is $65,816.00, according to ZipRecruiter salary data. Most workers in this role earn between $48,000.00 and $78,500.00 per year, depending on experience, location, and employer.

What is the difference between Private Client Account Manager vs Financial Advisor?

AspectPrivate Client Account ManagerFinancial Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentBanking or private wealth management firmsIndependent or firm-based financial planning
Employer & IndustryPrivate banks, wealth management firmsFinancial planning firms, banks, independent
Search & Comparison IntentClient relationship, portfolio managementFinancial planning, investment advice

While both roles involve managing client assets, a Private Client Account Manager primarily focuses on maintaining client relationships and managing portfolios within private banking settings. A Financial Advisor offers broader financial planning and investment advice, often working independently or within firms. The roles overlap in credentials and client service but differ in scope and work environment.

What does a private client account manager do?

A private client account manager is responsible for managing high-net-worth clients' financial accounts, providing personalized advice, and ensuring their financial needs are met. They often coordinate with other professionals, such as financial advisors and legal experts, and require strong communication and client service skills. The role typically involves maintaining client relationships, understanding their goals, and offering tailored solutions.

What cities are hiring for Private Client Account Manager jobs?

Cities with the most Private Client Account Manager job openings:

What states have the most Private Client Account Manager jobs?

States with the most job openings for Private Client Account Manager jobs include:

What are popular job titles related to Private Client Account Manager jobs?

For Private Client Account Manager jobs, the most frequently searched job titles are:

Infographic showing various Private Client Account Manager job openings in the United States as of September 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $65,816 per year, or $31.6 per hour.

Account Manager, Private Client Group

Orlando, FL • On-site

Unison Risk Advisors
See more jobs at Unison Risk Advisorsexternal

Full-time

Posted 13 days ago

Job description

Account Manager, Private Client Group– Job Description

Position Summary

The Account Manager supports the Private Client Group by delivering high-quality operational and service support in partnership with Account Executives. This role is primarily responsible for ensuring accuracy, efficiency, and consistency across client accounts while maintaining strong internal processes and select client interactions. The position is operational and hands-on, contributing directly to client service excellence and supporting team and organizational goals.

Key Responsibilities

Functional Leadership & Ownership

·       Owns day-to-day management of assigned accounts and associated operational workflows.

·       Acts as a subject matter support resource for internal processes and account handling.

·       Partners with Account Executives and team members to align service delivery with client needs.

Hands-On Execution & Delivery

·       Processes endorsements, renewals, and carrier transactions with high accuracy.

·       Maintains agency management systems and ensures data integrity.

·       Prepares renewal applications and conducts pre-renewal reviews or account audits.

·       Supports invoicing processes including agency-billed and carrier-billed transactions.

Reporting, Quality & Operational Support

·       Reviews documentation thoroughly and documents all account activity per standards.

·       Monitors downloads and data flows to ensure system accuracy.

·       Resolves discrepancies with carriers and supports underwriting processes.

·       Maintains complete and accurate client and policy records.

Cross-Functional Partnership & Integration

·       Collaborates with internal teams and carrier partners to ensure seamless service delivery.

·       Communicates with underwriters to resolve issues and support appropriate outcomes.

·       Supports billing inquiries, client requests, and administrative needs.

·       Provides backup support to team members as needed.

Growth, Change & Special Initiatives

·       Supports remarketing efforts and comparative rating initiatives.

·       Participates in special projects and process enhancements.

·       Assists in scaling operations through consistent execution and support.

Process Improvement & Best Practices

·       Identifies opportunities to improve workflows and efficiency.

·       Maintains confidentiality of client and company information.

·       Leverages systems and tools effectively to enhance service delivery.

Accountability

·       Delivering accurate, timely, and high-quality account service outcomes.

·       Maintaining data integrity and operational consistency across systems.

·       Supporting effective client service and team collaboration.

·       Managing workload priorities and meeting deadlines in a fast-paced environment.

·       Demonstrating ownership, professionalism, and sound judgment.

Qualifications

Required

·       1+ year of experience in customer service or similar role within insurance, risk management, or financial services.

·       Property & Casualty license or ability to obtain within a defined timeframe.

·       Strong technical and computer skills.

·       Proficiency in Microsoft Office (Outlook, Excel, Word).

Preferred

·       Prior experience in a property & casualty insurance environment.

·       Associate’s degree or relevant coursework.

Key Competencies

·       Ownership & Accountability

·       Attention to Detail

·       Time Management & Organization

·       Communication Skills

·       Collaboration & Teamwork

·       Adaptability & Responsiveness

·       Client Service Orientation

Employment Type: FULL_TIME

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