Client Services Account Manager Jobs
Client Services Account Manager jobs are open across financial services, technology, healthcare, and professional services, at every level from entry-level to senior and director, with specializations in enterprise accounts, renewals management, and onboarding. See the openings below and apply to the ones that match your experience.
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Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Position Purpose:
This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will develop and maintain a thorough understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Account Executive delivers exceptional service by taking ownership of client issues, providing subject matter expertise on day-to-day activities, and providing value added consulting resulting in high levels of client satisfaction and plan retention.
Essential Duties and Responsibilities:
- Develop a thorough understanding of our business, products and services.
- Consistently deliver a high level of proactive client service in a professional manner.
- Develop effective working relationships with team and internal departments to deliver effective service for our clients.
- Provide thorough, high quality research, problem solving and issue resolution.
- Weigh client perspective and business needs when addressing issues and identifying potential solutions.
- Successfully identify, record, monitor, and close items for assigned clients.
- Ensure inquiries and issues are resolved and service levels are met.
- Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
- Help drive increases in client retention by reacting appropriately to client communications and activities.
- Achieve individual and team goals for service levels, growth and retention for assigned book of business.
- Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
- Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.).
- Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals.
- Support the sales team in their efforts to attain more business. Provide references as requested.
- Perform other duties and participate in special projects as assigned.
Minimum Requirements
- Bachelor’s degree or equivalent work experience.
- Demonstrated ability to perform in a fast paced service environment.
- 1-3 years direct client experience in financial services preferred.
- Strong written and verbal communication skills.
- The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with our client base.
- Proficiency in MS Office software applications, specifically Word and Excel.
- Strong analytical and problem resolution skills.
- Ability to work in a team environment to ensure common goal of providing exceptional client service.
- Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client.
- Ability to work well under pressure with multiple priorities and deadlines.
- Sound business judgment in determining what issues need to be elevated to appropriate level of authority.
- Ability to work overtime to meet the needs of the business unit.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
Ascensus is the leading independent technology and service platform powering savings plans across America, providing products and expertise that help nearly 16 million people save for a better today and tomorrow.
Position Purpose:
This position is responsible for providing client service to our partners, intermediaries and plan sponsors. The Account Executive will develop and maintain a thorough understanding of retirement plans and Ascensus products and services with the goal of helping our clients manage their retirement plans appropriately. The Account Executive delivers exceptional service by taking ownership of client issues, providing subject matter expertise on day-to-day activities, and providing value added consulting resulting in high levels of client satisfaction and plan retention.
Essential Duties and Responsibilities:
- Develop a thorough understanding of our business, products and services.
- Consistently deliver a high level of proactive client service in a professional manner.
- Develop effective working relationships with team and internal departments to deliver effective service for our clients.
- Provide thorough, high quality research, problem solving and issue resolution.
- Weigh client perspective and business needs when addressing issues and identifying potential solutions.
- Successfully identify, record, monitor, and close items for assigned clients.
- Ensure inquiries and issues are resolved and service levels are met.
- Provide clients and advisors clear and concise communication regarding services, execution and resolution throughout the service cycle.
- Help drive increases in client retention by reacting appropriately to client communications and activities.
- Achieve individual and team goals for service levels, growth and retention for assigned book of business.
- Prioritize activities and manage time to effectively and efficiently provide quality client service to our partners and clients.
- Respond to inquiries on the status of plan activity (compliance testing, quarterly statements, RMDs, etc.).
- Produce, analyze, and distribute reporting on a regular basis to achieve individual and team goals.
- Support the sales team in their efforts to attain more business. Provide references as requested.
- Perform other duties and participate in special projects as assigned.
Minimum Requirements
- Bachelor’s degree or equivalent work experience.
- Demonstrated ability to perform in a fast paced service environment.
- 1-3 years direct client experience in financial services preferred.
- Strong written and verbal communication skills.
- The ability to communicate effectively (clear, concise and professionally) with all levels within the Ascensus organization and with our client base.
- Proficiency in MS Office software applications, specifically Word and Excel.
- Strong analytical and problem resolution skills.
- Ability to work in a team environment to ensure common goal of providing exceptional client service.
- Ability to adapt to changing environment and shifting priorities as relates to business needs of organization and the client.
- Ability to work well under pressure with multiple priorities and deadlines.
- Sound business judgment in determining what issues need to be elevated to appropriate level of authority.
- Ability to work overtime to meet the needs of the business unit.
Be aware of employment fraud. All email communications from Ascensus or its hiring managers originate from @ascensus.com or @futureplan.com email addresses. We will never ask you for payment or require you to purchase any equipment. If you are suspicious or unsure about validity of a job posting, we strongly encourage you to apply directly through our website.
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Find JobsClient Services Account Manager Job Market
Who's Hiring
Top Industries Hiring
- Fintech
- Marketing & Advertising
- Technology & Software
- Banking & Financial Services
- Healthcare & Medical Services
What Employers Look For
The qualifications that appear most often in client services account manager jobs.
- Two or more years of account management or client success experience
- Proficiency with CRM platforms such as Salesforce or HubSpot
- Demonstrated ability to manage and grow a book of business
- Strong written and verbal communication skills for client-facing work
- Experience tracking renewal rates, net revenue retention, or similar metrics
- Bachelor's degree in business, communications, or a related field
Tips for Your Client Services Account Manager Job Search
Quantify retention and upsell results
Hiring managers want numbers on your resume, not just duties. Pull your actual renewal rates, upsell revenue, or client satisfaction scores from past roles and lead with those figures in your bullets. Vague phrases like 'managed accounts' won't move you past an ATS screen.
Match the account tier to your experience
Job titles vary wildly but scope matters more. Read each posting for clues like 'enterprise,' 'SMB,' or 'mid-market' and apply only where your book-of-business size aligns. Applying for an enterprise role when your largest account was under 50 seats rarely works.
Apply early to roles that fit
Migrate Mate lists client services account manager openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Prep stories around difficult client situations
Interviewers for this role almost always ask how you handled an escalation or a churn risk. Prepare two or three specific examples using the situation, your action, and the outcome. Generic answers about 'staying calm' won't distinguish you from other finalists.
Highlight CRM depth, not just usage
Most postings require CRM experience, but listing a tool name is table stakes. Describe how you used pipelines, task automation, or health-score dashboards to manage your portfolio. Specificity signals that you can ramp quickly without hand-holding from the ops team.
Negotiate on total compensation, not just base
Client services account manager offers often include variable pay tied to renewal or expansion targets. Before accepting, ask how attainment goals are set and what percentage of reps hit them last year. That context shapes whether the on-target number is realistic.
Client Services Account Manager Jobs: Frequently Asked Questions
Which companies are hiring the most client services account managers?
The companies hiring the most client services account managers right now include Allied Universal Event Services, Marsh Agency, and Corpay, with the largest share of openings in New York, Texas, and Illinois, based on current listings on Migrate Mate as of November 2026. Financial services, enterprise software, and managed services firms consistently post the highest volume of openings in this role.
How many client services account manager jobs are remote?
About 74% of client services account manager openings are fully remote or hybrid as of November 2026, reflecting strong employer flexibility in this role. Renewal-focused and digital-first positions tend to offer the most remote options, while roles tied to on-site client relationships or in-person executive business reviews are more likely to require a local presence.
How do you become a client services account manager?
Start in a customer-facing role such as client support, inside sales, or customer success to build relationship management fundamentals. Move into a junior account management or associate client services position to own a small book of business. Consistently hitting retention and satisfaction goals is what gets you promoted into a full account manager seat.
Can I get hired as a client services account manager with little experience?
Yes, many employers hire candidates with one to two years in a customer-facing role rather than direct account management experience. Frame any work where you owned a relationship, resolved escalations, or drove repeat engagement as relevant. Roles with smaller accounts or in high-growth companies are the most accessible entry points for candidates making a lateral move into the title.
What does the client services account manager interview process look like?
Most processes run three to four rounds: an initial recruiter screen, a hiring manager conversation focused on your client history and retention results, a mock client scenario or role-play exercise, and a final round with a senior leader or cross-functional stakeholder. Some employers also ask for a written account plan or a presentation on how you would approach a new book of business.
Where can I find and apply to client services account manager jobs?
You can find and apply to client services account manager jobs on Migrate Mate, which lists current openings from employers across the United States. Search the listings to find roles that match your experience level and industry background, then apply directly to each one that fits.
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