Client Account Manager Financial Service positions focus on delivering results in their domain. This page aggregates open Client Account Manager Financial Service roles and what employers typically expect.
**Who We Are** At **Amsive,** we're more than just a performance marketing agency; we're a team that thrives on collaboration and innovation. We offer a supportive environment where personal growth is just as important as professional development. We're a team of passionate individuals ready to tackle challenges, learn from one another, and drive results. We believe in empowering our team members, providing them with the tools they need to succeed, and trusting them to lead the way. With decades of expertise and a commitment to integrated solutions, we don't meet the industry standard; we're setting it. If you're looking for a place where your work matters, a career path you can grow on your terms, and a team that's as invested in your success as you are, Amsive is for you. We offer a unique blend of flexibility, growth opportunities, and a culture that values each individual. Join us, and be part of the team ready to welcome, support, and grow with you. **\*We regret to inform you that currently, Amsive DOES NOT provide sponsorship opportunities.** ***This is a HYBRID position,* 1 day in office per week. Our office is located in the Flatiron District in New York, NY** **What we are looking for:** Amsive is hiring an **Account Manager, Customer Experience**, to support a portfolio of integrated marketing clients within the Financial Services sector. This role serves as the primary day-to-day client contact, partnering with cross-functional teams across Strategy, Media, Analytics, CRM, Direct Mail, Creative, Digital Marketing, and Customer Experience to deliver measurable business outcomes. We're looking for a proactive and consultative account leader with experience managing digital and omnichannel marketing programs within an agency environment, building strong client relationships, and translating business objectives into actionable marketing strategies. Experience supporting financial services clients is strongly preferred. The ideal candidate possesses strong project management skills, exceptional communication abilities, and a passion for helping clients drive customer acquisition, engagement, retention, and lifetime value through integrated marketing solutions. Experience supporting financial services, banking, lending, insurance, fintech, wealth management, or other highly regulated industries within a digital marketing or integrated agency environment is strongly preferred. **What You Will Be Doing** - Serve as the primary day-to-day client contact across integrated marketing programs, including CRM, Email, Paid Media, SEO, and Direct Mail. Working closely on Analytics, Creative, and Digital Marketing team initiatives. - Develop a strong understanding of client business goals, customer segments, acquisition strategies, retention objectives, and regulatory considerations within the financial services industry. - Partner with channel specialists and strategists to identify opportunities for growth, performance improvement, customer journey optimization, and cross-channel integration. - Translate client business objectives into actionable omnichannel marketing plans, ensuring alignment between strategy, execution, measurement, and business outcomes. - Lead client status meetings, campaign reviews, quarterly business reviews, and performance discussions, providing clear recommendations backed by data and insights. - Collaborate with Analytics teams to interpret campaign performance and communicate meaningful insights, trends, testing opportunities, and optimization recommendations. - Support integrated customer acquisition, onboarding, cross-sell, retention, and reactivation initiatives across digital and offline channels. - Coordinate campaign execution across multiple channels, including direct mail, email, paid media, web, CRM, and emerging customer engagement platforms. - Ensure projects move efficiently through internal teams while maintaining quality, accuracy, compliance requirements, timelines, and budget expectat…