Client Account Coordinator | Hybrid Work & Growth

Level Group LTD; Nashville (TN); Hybrid; USD 48,000 - 64,000; Full time

Benefits offered by this job

Health Insurance

401k plan

Life Insurance

Hybrid work

Casual attire

Office snacks

Job summary

Level Group LTD is seeking an Assistant Account Manager in Nashville to support the Account Manager and client-service team, handling financial, administrative, and business-management needs with discretion. This role blends client support, admin management, and operations to safeguard personal and professional interests.

The AAM assists with day-to-day client communications, financial tracking, and departmental workflows, while contributing to process improvements and maintaining high standards

Responsibilities

• Communicate with clients, teams, vendors, and partners, ensuring timely and accurate responses.
• Coordinate scheduling, calls, and meetings; track client requests to ensure follow-through.
• Support ad hoc client needs by compiling reports, updates, and documentation.
• Assist with financial updates by gathering data on tour results, cash flow, and tax outcomes.
• Maintain organized records of contracts, insurance policies, compliance documents, and renewals.
• Support annual processes such as healthcare enrollment and business filings.
• Monitor deadlines and proactively flag upcoming client obligations.
• Share updates across departments to ensure integrated planning and accurate documentation.

Job description

Level Group LTD is seeking an Assistant Account Manager in Nashville to support the Account Manager and client-service team, handling financial, administrative, and business-management needs with discretion. This role blends client support, admin management, and operations to safeguard personal and professional interests.

The AAM assists with day-to-day client communications, financial tracking, and departmental workflows, while contributing to process improvements and maintaining high standards