Onboard and maintain client accounts, including collecting client information and required ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Onboard and maintain client accounts, including collecting client information and required ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Onboard and maintain client accounts, including collecting client information and required ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
Onboard and maintain client accounts, including collecting client information and required ... directed by local management ADMINISTRATIVE SUPPORT: * Answering inbound phone calls or making ...
This role serves as the day-to-day commercial lead for assigned accounts, partnering closely with LOB Directors and Project Managers to ensure client needs are met while aligning scope, pricing, and ...
This role serves as the day-to-day commercial lead for assigned accounts, partnering closely with LOB Directors and Project Managers to ensure client needs are met while aligning scope, pricing, and ...
Account Manager
Indianapolis, IN · On-site
This role serves as the day-to-day commercial lead for assigned accounts, partnering closely with LOB Directors and Project Managers to ensure client needs are met while aligning scope, pricing, and ...
Account Manager
Indianapolis, IN · On-site
This role serves as the day-to-day commercial lead for assigned accounts, partnering closely with LOB Directors and Project Managers to ensure client needs are met while aligning scope, pricing, and ...
This role serves as the day-to-day commercial lead for assigned accounts, partnering closely with LOB Directors and Project Managers to ensure client needs are met while aligning scope, pricing, and ...
This role serves as the day-to-day commercial lead for assigned accounts, partnering closely with LOB Directors and Project Managers to ensure client needs are met while aligning scope, pricing, and ...
B2B Sales-Construction-Food Manufacturing
Noblesville, IN · On-site
$110K/yr
Position : Director of National Accounts Job Type: FULL-TIME, with frequent overnight travel ... Stable, growing company with established client base. * Company car, laptop, cell phone, and paid ...
Quick apply
B2B Sales-Construction-Food Manufacturing
Noblesville, IN · On-site
$110K/yr
Position : Director of National Accounts Job Type: FULL-TIME, with frequent overnight travel ... Stable, growing company with established client base. * Company car, laptop, cell phone, and paid ...
... account growth, delivery performance, and long-term client value-empowering you to focus on high ... As a Director, you will build a meaningful and fulfilling career with the support of professional ...
... account growth, delivery performance, and long-term client value-empowering you to focus on high ... As a Director, you will build a meaningful and fulfilling career with the support of professional ...
... account growth, delivery performance, and long-term client value-empowering you to focus on high ... As a Director, you will build a meaningful and fulfilling career with the support of professional ...
... account growth, delivery performance, and long-term client value-empowering you to focus on high ... As a Director, you will build a meaningful and fulfilling career with the support of professional ...
... fill account documentation on client accounts and/or documents in aa clerical capacity at the ... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ...
... fill account documentation on client accounts and/or documents in aa clerical capacity at the ... directed by local management ADMINISTRATIVE SUPPORT: Answering inbound phone calls or making ...
... fill account documentation on client accounts and/or documents in aa clerical capacity at the ... directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making ...
... fill account documentation on client accounts and/or documents in aa clerical capacity at the ... directed by local management ADMINISTRATIVE SUPPORT: • Answering inbound phone calls or making ...
As Senior Director, Client Services for the Retail Vertical, you will steward some of our most ... Own financial performance across assigned accounts, including forecasting, profitability management ...
As Senior Director, Client Services for the Retail Vertical, you will steward some of our most ... Own financial performance across assigned accounts, including forecasting, profitability management ...
This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value. What You'll Do Client Ownership ...
This role partners closely with the Managing Director, Brand Practice to shape account strategy, ensure strong performance, and deliver long-term client value. What You'll Do Client Ownership ...
Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client Manager ... direct to mnugent@aprcareers.com
Quick apply
Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client Manager ... direct to mnugent@aprcareers.com
Account Manager - Ritman
Indianapolis, IN · On-site
For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required. * Experience managing less complex commercial property and casualty accounts. * Working ...
Account Manager - Ritman
Indianapolis, IN · On-site
For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required. * Experience managing less complex commercial property and casualty accounts. * Working ...
Commercial Account Executive, P&C
Indianapolis, IN · On-site
$80K - $100K/yr
... Oversee or direct work of Account Managers and Coordinators as needed - Conduct client meetings and regular service reviews - Stay informed on industry trends, regulatory issues, and market ...
Commercial Account Executive, P&C
Indianapolis, IN · On-site
$80K - $100K/yr
... Oversee or direct work of Account Managers and Coordinators as needed - Conduct client meetings and regular service reviews - Stay informed on industry trends, regulatory issues, and market ...
Commercial Account Executive, P&C
Indianapolis, IN · Hybrid
$80K - $100K/yr
... Oversee or direct work of Account Managers and Coordinators as needed - Conduct client meetings and regular service reviews - Stay informed on industry trends, regulatory issues, and market ...
Commercial Account Executive, P&C
Indianapolis, IN · Hybrid
$80K - $100K/yr
... Oversee or direct work of Account Managers and Coordinators as needed - Conduct client meetings and regular service reviews - Stay informed on industry trends, regulatory issues, and market ...
Account Manager - Take 1
Fort Wayne, IN · On-site
For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required. * Experience managing less complex commercial property and casualty accounts. * Working ...
Account Manager - Take 1
Fort Wayne, IN · On-site
For direct client service/underwriting, Property & Casualty and/or appropriate business licensure is required. * Experience managing less complex commercial property and casualty accounts. * Working ...
Supervise and direct Account Compliance Managers; ensure the client's strategy is executed and all services are performed correctly by assigned contractors. * Keep all clientele documents updated and ...
Quick apply
Supervise and direct Account Compliance Managers; ensure the client's strategy is executed and all services are performed correctly by assigned contractors. * Keep all clientele documents updated and ...
Supervise and direct Account Compliance Managers; ensure the client's strategy is executed and all services are performed correctly by assigned contractors. * Keep all clientele documents updated and ...
Supervise and direct Account Compliance Managers; ensure the client's strategy is executed and all services are performed correctly by assigned contractors. * Keep all clientele documents updated and ...
Supervise and direct Account Compliance Managers; ensure the client's strategy is executed and all services are performed correctly by assigned contractors. * Keep all clientele documents updated and ...
Supervise and direct Account Compliance Managers; ensure the client's strategy is executed and all services are performed correctly by assigned contractors. * Keep all clientele documents updated and ...
Client Account Director information
See Indiana salary details
$55.7K - $67K
2% of jobs
$67K - $78.4K
4% of jobs
$78.4K - $89.8K
17% of jobs
$90.5K is the 25th percentile. Wages below this are outliers.
$89.8K - $101.2K
26% of jobs
The median wage is $101.7K / yr.
$101.2K - $112.5K
22% of jobs
$115K is the 75th percentile. Wages above this are outliers.
$112.5K - $123.9K
17% of jobs
$123.9K - $135.3K
6% of jobs
$135.3K - $146.7K
2% of jobs
$146.7K - $158K
2% of jobs
$158K - $169.4K
0% of jobs
$169.4K - $180.8K
1% of jobs
$55.7K
$107.9K
$180.8K
How much do client account director jobs pay per year?
How much does an Account Director get paid?
What kind of jobs in media bring in $150,000 a year?
What are Client Account Directors?
What is the difference between Client Account Director vs Account Manager?
| Aspect | Client Account Director | Account Manager |
|---|---|---|
| Responsibilities | Oversees multiple client accounts, develops strategic relationships, and leads account teams | Manages individual client accounts, handles day-to-day client communication, and ensures service delivery |
| Required Credentials | Bachelor's degree; often advanced degrees or certifications in marketing, sales, or related fields | Bachelor's degree; relevant experience in client service or sales |
| Work Environment | Strategic planning, leadership meetings, high-level client interactions | Client meetings, project coordination, daily communication |
| Industry Usage | Common in advertising, marketing, consulting firms | Widely used across various service industries including marketing and advertising |
The main difference between a Client Account Director and an Account Manager lies in scope and strategic focus. The Client Account Director handles multiple accounts with a strategic, leadership role, while the Account Manager focuses on managing individual client relationships and daily operations.
How does a Client Account Director typically collaborate with internal teams to ensure client satisfaction?
What are the key skills and qualifications needed to thrive as a Client Account Director, and why are they important?
Is Account Director a high position?
What is a client Account Director?

Full-time
Re-posted 29 days ago
Morgan Stanley rating
8.3
Based on 154 frontline employees who took The Breakroom Quiz
38th of 148 rated financial services
Job description
POSITION SUMMARY
Registered Client Relationship Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a client first mindset, a successful candidate for this role will have strong interpersonal skills and will be able to assist clients with their everyday needs.
DUTIES and RESPONSIBILITIES:
CLIENT SUPPORT
Provide service coverage for a FA/PWA/team including:
Supporting the FA/PWA/team in cultivating and enhancing new and existing client relationships
Executing money movement transactions at the request of the client and/or FA/PWA/team
Answering general non-investment related questions concerning client accounts, including relaying stock positions and providing account balances (e.g., funds due and margin debit)
Enter profile information or pre-fill account documentation on client accounts and/or documents in a clerical capacity at the direction of the client and/or FA/PWA/team
Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
Onboard and maintain client accounts, including collecting client information and required documentation in a clerical capacity at the direction of the client and/or FA/PWA/team
Provide existing clients with details around their account information (e.g., investment objectives, risk tolerance)
Accept or enter unsolicited orders and/or enter solicited orders in a clerical capacity at the direction of the FA/PWA/team
Assists Financial Advisor(s) / team in delivering against their business plan and client service model
Supporting the Financial Advisor/ team marketing strategy (e.g, website maintenance)
Assist FAs/PWAs/teams in a clerical capacity with research relating to investment portfolio holdings, performance reporting, etc. and preparing materials for client meetings using firm approved systems
Assist with data entry for key client needs such as new account opening and financial planning at the direction of the FAs/PWAs/teams
Remaining current on all policies, procedures and new platforms
Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management
ADMINISTRATIVE SUPPORT:
Answering inbound phone calls or making outbound calls (e.g., scheduling follow-up calls with Fas/PWAs/teams as needed)
Managing the calendar including coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas, sending calendar invites with Zoom credentials)
Maintaining travel itineraries, preparing expense reports and managing the reimbursement process
Assisting with general in-office support functions such as copying, filing and scanning documentation
Preparing and submitting expense reports for processing at the direction of the FA/PWA
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
High School Diploma/Equivalency
College degree preferred
Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Two or more years of industry experience preferred
Knowledge/Skills
Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
Detail orientated with superior organizational skills and ability to prioritize
Advanced Microsoft Office skills (Word, Excel, Outlook and PowerPoint)
Exceptional writing, interpersonal and client service skills
Strong time management skills
Team player with the ability to collaborate with others
Ability to work in a fast-paced, evolving environment
Adaptable and ability to multi-task
Goal oriented, self-motivated and results driven
Reports to:
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their goals. We do it in a way that's differentiated - and we've done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you'll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There's also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit: https://www.morganstanley.com/people-opportunities/eeo.
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