Client Account Manager, Financial Services

Amsive•New York, NY

10d•Hybrid

About The Position

Amsive is seeking a Client 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. The ideal candidate is 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.

Requirements

2-4+ years of experience in account management, client services, or digital marketing within an agency environment.
Experience managing integrated omnichannel marketing programs, with a strong emphasis on digital channels including paid media, SEO, CRM, email marketing, analytics, customer experience, digital marketing, or related performance marketing channels.
Experience supporting financial services, banking, lending, insurance, wealth management, fintech, or other regulated industries is strongly preferred.
Understanding of customer acquisition, retention, lifecycle marketing, segmentation strategies, and customer journey development.
Ability to confidently discuss marketing performance, measurement frameworks, KPIs, attribution approaches, and optimization strategies with clients and internal stakeholders.
Strong consultative and relationship-building skills, with demonstrated success managing and growing client partnerships.
Proven ability to coordinate cross-functional teams, manage multiple projects simultaneously, and maintain accountability across deliverables.
Experience developing presentations, business reviews, strategic recommendations, campaign recaps, and client-facing communications.
Strong analytical mindset with the ability to interpret performance data and translate findings into actionable recommendations.
Familiarity with direct mail marketing, CRM programs, audience targeting, personalization strategies, and integrated campaign planning is preferred.
Proficiency with Microsoft Office Suite, particularly PowerPoint and Excel; familiarity with reporting, CRM, analytics, and marketing automation platforms is a plus.
Excellent written and verbal communication skills, with strong attention to detail and organizational abilities.
Curiosity, adaptability, and a passion for learning emerging marketing technologies, customer experience trends, and industry best practices.

Nice To Haves

Experience supporting financial services clients is strongly preferred.
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.
Familiarity with direct mail marketing, CRM programs, audience targeting, personalization strategies, and integrated campaign planning is preferred.
Familiarity with reporting, CRM, analytics, and marketing automation platforms is a plus.

Responsibilities

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 expectations.
Support financial services clients by understanding customer lifecycle marketing, audience segmentation, personalization strategies, marketing compliance considerations, and omnichannel customer journeys.
Identify opportunities to expand existing client engagements through additional services, channels, strategic initiatives, and customer experience enhancements.