Client Account Manager, Financial Services

Responsibilities

• Serve as the primary day-to-day client contact for integrated marketing programs, including CRM, Email, Paid Media, SEO, and Direct Mail.
• Partner with cross-functional teams across Strategy, Media, Analytics, Creative, and Digital Marketing to deliver measurable business outcomes.
• Translate client business objectives into actionable omnichannel marketing plans, ensuring alignment between strategy and execution.
• Lead client status meetings, campaign reviews, and quarterly business reviews, providing data-backed recommendations.
• Coordinate campaign execution across multiple channels, ensuring quality, accuracy, compliance, and budget adherence.
• Identify opportunities to expand client engagements through additional services and strategic initiatives.

Requirements

• 2-4+ years of experience in account management, client services, or digital marketing within an agency environment.
• Experience managing integrated omnichannel marketing programs (Paid Media, SEO, CRM, Email, etc.).
• Strong analytical mindset with the ability to interpret performance data and translate findings into actionable recommendations.
• Excellent written and verbal communication skills with strong attention to detail.
• Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel.

Preferred Qualifications

• Experience supporting financial services, banking, lending, insurance, fintech, or wealth management.
• Experience working within highly regulated industries.
• Familiarity with direct mail marketing, audience targeting, and personalization strategies.
• Experience with reporting, CRM, analytics, and marketing automation platforms.

Benefits

• Salary starting at $75,000/yr, based on skills and experience.
• Unlimited Vacation Time, Annual Sick Days, Mental Health Days, and Holidays.
• Dental, Vision, and Health Insurance.
• 401(k) with a company match program.
• Paid Parental Leave.

About the Company

Amsive is a performance marketing agency that thrives on collaboration and innovation. We offer a supportive environment where personal growth is as important as professional development, providing our team with the tools and trust needed to set new industry standards through integrated solutions.