Managing the calendar including coordinating meetings or events with logistics such as material ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
Managing the calendar including coordinating meetings or events with logistics such as material ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
Managing the calendar including coordinating meetings or events with logistics such as material ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
Managing the calendar including coordinating meetings or events with logistics such as material ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
... coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas ... developed, and advanced based on their skills and talents Our workforce reflects a broad cross ...
... coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas ... developed, and advanced based on their skills and talents Our workforce reflects a broad cross ...
Managing the calendar including coordinating meetings or events with logistics such as material ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
Managing the calendar including coordinating meetings or events with logistics such as material ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
Managing the calendar including coordinating meetings or events with logistics such as material ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
Managing the calendar including coordinating meetings or events with logistics such as material ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
Client Relationship Analyst
Rochester, MI · On-site
... coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
Client Relationship Analyst
Rochester, MI · On-site
... coordinating meetings or events with logistics such as material prep (e.g., maintaining agendas ... developed, and advanced based on their skills and talents. Our workforce reflects a broad cross ...
... client operations, maintenance, and engineering personnel. * Support proposal development ... Experience coordinating contractors, crews, materials, and project documentation. * Proficiency ...
... client operations, maintenance, and engineering personnel. * Support proposal development ... Experience coordinating contractors, crews, materials, and project documentation. * Proficiency ...
... client operations, maintenance, and engineering personnel. * Support proposal development ... Experience coordinating contractors, crews, materials, and project documentation. * Proficiency ...
Quick apply
... client operations, maintenance, and engineering personnel. * Support proposal development ... Experience coordinating contractors, crews, materials, and project documentation. * Proficiency ...
Partner closely with the Client Engagement team to lead and leverage business development ... Demonstrate sales leadership by playing an active role on the sales floor through coordinating FoH ...
Partner closely with the Client Engagement team to lead and leverage business development ... Demonstrate sales leadership by playing an active role on the sales floor through coordinating FoH ...
Marketing Coordinator
Detroit, MI · On-site
$50K - $60K/yr
Our collaborative team thrives on innovation, results-driven strategies, and long-term client ... Conduct market research and competitor analysis to support campaign development. * Help organize ...
Marketing Coordinator
Detroit, MI · On-site
$50K - $60K/yr
Our collaborative team thrives on innovation, results-driven strategies, and long-term client ... Conduct market research and competitor analysis to support campaign development. * Help organize ...
Marketing Coordinator
Detroit, MI · On-site
$50K - $60K/yr
Our collaborative team thrives on innovation, results-driven strategies, and long-term client ... Conduct market research and competitor analysis to support campaign development. * Help organize ...
Marketing Coordinator
Detroit, MI · On-site
$50K - $60K/yr
Our collaborative team thrives on innovation, results-driven strategies, and long-term client ... Conduct market research and competitor analysis to support campaign development. * Help organize ...
Partner closely with the Client Engagement team to lead and leverage business development ... Demonstrate sales leadership by playing an active role on the sales floor through coordinating FoH ...
Partner closely with the Client Engagement team to lead and leverage business development ... Demonstrate sales leadership by playing an active role on the sales floor through coordinating FoH ...
Client Manager
Almont, MI · On-site
Works in tandem with business development staff to achieve branch sales goals through referrals and ... Coordinator by calling 1-833-222-3066 . We partner with the Department of Homeland Security/U.S.
Client Manager
Almont, MI · On-site
Works in tandem with business development staff to achieve branch sales goals through referrals and ... Coordinator by calling 1-833-222-3066 . We partner with the Department of Homeland Security/U.S.
Client Manager
Almont, MI · On-site
Works in tandem with business development staff to achieve branch sales goals through referrals and ... Coordinator by calling 1-833-222-3066 . We partner with the Department of Homeland Security/U.S.
Client Manager
Almont, MI · On-site
Works in tandem with business development staff to achieve branch sales goals through referrals and ... Coordinator by calling 1-833-222-3066 . We partner with the Department of Homeland Security/U.S.
Client Manager
Almont, MI · On-site
Works in tandem with business development staff to achieve branch sales goals through referrals and ... Coordinator by calling 1-833-222-3066 . We partner with the Department of Homeland Security/U.S.
Client Manager
Almont, MI · On-site
Works in tandem with business development staff to achieve branch sales goals through referrals and ... Coordinator by calling 1-833-222-3066 . We partner with the Department of Homeland Security/U.S.
Partner with client service teams to uncover cross-sell opportunities, including: * Property ... coordination What It Takes to Succeed * Strong drive for prospecting and generating new ...
Partner with client service teams to uncover cross-sell opportunities, including: * Property ... coordination What It Takes to Succeed * Strong drive for prospecting and generating new ...
Economic Development Specialist
Farmington Hills, MI · On-site +1
This role blends financial strategy, grant writing, regulatory knowledge, and client relationship ... Project management and deadline coordination * Strong verbal and written communication skills
Economic Development Specialist
Farmington Hills, MI · On-site +1
This role blends financial strategy, grant writing, regulatory knowledge, and client relationship ... Project management and deadline coordination * Strong verbal and written communication skills
This role blends financial strategy, grant writing, regulatory knowledge, and client relationship ... Project management and deadline coordination * Strong verbal and written communication skills
This role blends financial strategy, grant writing, regulatory knowledge, and client relationship ... Project management and deadline coordination * Strong verbal and written communication skills
Care Coordinator for Home Care Company (Novi)
Novi, MI · On-site
$55K/yr
The Scheduling Care Coordinator is responsible for creating extraordinary client and family ... care plan development, initial paperwork and new client starts. Plays an integral role in ...
Care Coordinator for Home Care Company (Novi)
Novi, MI · On-site
$55K/yr
The Scheduling Care Coordinator is responsible for creating extraordinary client and family ... care plan development, initial paperwork and new client starts. Plays an integral role in ...
Care Coordinator for Home Care Company (Novi)
Novi, MI · On-site
$18.25 - $24.50/hr
The Scheduling Care Coordinator is responsible for creating extraordinary client and family ... care plan development, initial paperwork and new client starts. Plays an integral role in ...
Care Coordinator for Home Care Company (Novi)
Novi, MI · On-site
$18.25 - $24.50/hr
The Scheduling Care Coordinator is responsible for creating extraordinary client and family ... care plan development, initial paperwork and new client starts. Plays an integral role in ...
Client Development Coordinator information
See Rochester, MI salary details
$29.5K - $33.1K
4% of jobs
$33.1K - $36.7K
8% of jobs
$40.2K is the 25th percentile. Wages below this are outliers.
$36.7K - $40.2K
13% of jobs
$40.2K - $43.8K
15% of jobs
The median wage is $46K / yr.
$43.8K - $47.4K
17% of jobs
$47.4K - $51K
14% of jobs
$52.6K is the 75th percentile. Wages above this are outliers.
$51K - $54.6K
11% of jobs
$54.6K - $58.2K
7% of jobs
$58.2K - $61.8K
5% of jobs
$61.8K - $65.4K
4% of jobs
$65.4K - $69K
2% of jobs
$29.5K
$48.2K
$69K
How much do client development coordinator jobs pay per year?
What does a client development coordinator do?
How does a client development coordinator typically collaborate with sales and marketing teams to achieve business goals?
What are the key skills and qualifications needed to thrive as a client development coordinator, and why are they important?
What is the difference between Client Development Coordinator vs Account Executive?
| Aspect | Client Development Coordinator | Account Executive |
|---|---|---|
| Primary Focus | Building client relationships and identifying new opportunities | Managing client accounts and closing sales |
| Required Skills | Communication, relationship management, industry knowledge | Sales techniques, negotiation, client management |
| Work Environment | Collaborative, client-facing roles within service or consulting firms | Sales-driven, client-facing roles in various industries |
| Common Certifications | Customer service, industry-specific certifications | Sales certifications, CRM training |
While both roles involve client interaction, the Client Development Coordinator primarily focuses on nurturing relationships and expanding existing accounts, whereas the Account Executive concentrates on closing new deals and sales. Understanding these differences helps in choosing the right career path or job search focus within client-facing roles.
What is the role of a client development coordinator?
What are the most commonly searched types of Client Development jobs in Rochester, MI?
The most popular types of Client Development jobs in Rochester, MI are:
What cities near Rochester, MI are hiring for Client Development Coordinator jobs?
Cities near Rochester, MI with the most Client Development Coordinator job openings:
Morgan Stanley rating
8.3
Based on 157 frontline employees who took The Breakroom Quiz
36th of 152 rated financial services
Job description
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
- 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 aa clerical capacity at the direction of the client and/or FA/PWA
- Educating or enrolling clients in digital tools (e.g. MSOnline, eSign, eAuthorization)
- 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
- Supporting the Fas / PWAs / teams' marketing strategy (e.g., website maintenance)
- Assist Fas / PWAs/ teams in delivering against their business plan and client service model
- 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
- Industry experience is a plus
- Willingness to obtain Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA)
Knowledge/Skills
- 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.
What Morgan Stanley employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Morgan Stanley
Sourced by ZipRecruiter
Since our founding in 1935, Morgan Stanley has been committed to serving local and global communities by being a market leader in Investment Banking, Securities, Investment Management and Wealth Management services. Our belief that capital can work to benefit all of society inspires us to put our clients first, lead with exceptional ideas, hold our business to high ethical standards, and give back to communities around the world through philanthropy and public works. We have a smart casual dress code and operate under a philosophy that balances work with your personal life. Our people's talent, passion, and expertise is the fuel on which our organization runs, therefore, our people are our greatest asset. Diversity and inclusiveness is a critical component for our success and it is our priority to continue building a firm that values the unique background and identity of every one of our employees, thus enabling our people to bring their full, and best selves to work each day. Teamwork is the essence of our approach, and so are the values of integrity, excellence, and enabling our people to achieve at the highest levels. We invite you to learn more about our commitment to diversity and serving our community.
Industry
Finance and insurance and software development
Company size
10,000+ Employees
Headquarters location
New York, NY, US