POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...
POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... At Morgan Stanley, we raise, manage and allocate capital for our clients - helping them reach their ...
Business Development & Client Success Manager
Novi, MI · On-site
$60K - $80K/yr
Business Development & Client Success Manager Location: Metro Detroit, Michigan Job Type: Full-Time Work Location: 100% Onsite (Travel between MARTIN Technologies facilities and customer locations ...
Business Development & Client Success Manager
Novi, MI · On-site
$60K - $80K/yr
Business Development & Client Success Manager Location: Metro Detroit, Michigan Job Type: Full-Time Work Location: 100% Onsite (Travel between MARTIN Technologies facilities and customer locations ...
Business Development & Client Success Manager Location: Metro Detroit, Michigan Job Type: Full-Time Work Location: 100% Onsite (Travel between MARTIN Technologies facilities and customer locations ...
Quick apply
Business Development & Client Success Manager Location: Metro Detroit, Michigan Job Type: Full-Time Work Location: 100% Onsite (Travel between MARTIN Technologies facilities and customer locations ...
Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In this role, you'll work closely with clients and colleagues to provide exceptional service and deliver ...
New
Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In this role, you'll work closely with clients and colleagues to provide exceptional service and deliver ...
New
Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In this role, you'll work closely with clients and colleagues to provide exceptional service and deliver ...
New
Overview At Gallagher, we're looking for a Client Service Manager to join our Commercial team. In this role, you'll work closely with clients and colleagues to provide exceptional service and deliver ...
New
Overview At Gallagher, we're looking for a Senior Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and innovative insurance ...
Overview At Gallagher, we're looking for a Senior Client Service Manager to join our Commercial team. In this role, you'll lead efforts to deliver exceptional service and innovative insurance ...
The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal ...
The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal ...
The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal ...
Quick apply
The primary responsibilities include servicing clients, marketing, scheduling, prioritizing meetings, managing database, general organizational support, as well as client interaction. The ideal ...
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their ...
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their ...
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their ...
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their ...
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their ...
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their ...
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their ...
Focuses on client management, client retention, and introductions to key bank partners (Mortgage, Business Banking) to ensure our clients have access to experts who can help them achieve their ...
This job is responsible for managing a portfolio of clients with duties that include developing ... Treasury Sales Client Officers are responsible for managing day to day relationships with clients.
This job is responsible for managing a portfolio of clients with duties that include developing ... Treasury Sales Client Officers are responsible for managing day to day relationships with clients.
SENIOR PROJECT MANAGER
Wixom, MI · On-site
Monitor and proactively improve client satisfaction, supporting Net Promoter Score (NPS) goals through responsiveness, issue resolution, and professionalism. * Mentor and coach Project Managers and ...
Quick apply
SENIOR PROJECT MANAGER
Wixom, MI · On-site
Monitor and proactively improve client satisfaction, supporting Net Promoter Score (NPS) goals through responsiveness, issue resolution, and professionalism. * Mentor and coach Project Managers and ...
LEAD PROJECT MANAGER
Wixom, MI · On-site
This role combines advanced technical expertise, strategic leadership, and executive-level client management. The Lead PM not only drives profitability, mitigates risk, and ensures delivery ...
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LEAD PROJECT MANAGER
Wixom, MI · On-site
This role combines advanced technical expertise, strategic leadership, and executive-level client management. The Lead PM not only drives profitability, mitigates risk, and ensures delivery ...
Client outreach initiatives * Develop business through networking, site visits, and direct client engagement * Support contract review and negotiation processes * Partner with Area Manager to ...
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Client outreach initiatives * Develop business through networking, site visits, and direct client engagement * Support contract review and negotiation processes * Partner with Area Manager to ...
Hospice Client Support Executive
$80K - $110K/yr
From chronic disease management and rehabilitation to end-of-life care, our focus is on improving ... Proactive hiring model to ensure growth capacity Key Responsibilities Client Support Executives ...
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Hospice Client Support Executive
$80K - $110K/yr
From chronic disease management and rehabilitation to end-of-life care, our focus is on improving ... Proactive hiring model to ensure growth capacity Key Responsibilities Client Support Executives ...
... Care Manager / Scheduling Coordinator to join our team. This role is ideal for someone who thrives in a fast-paced office, enjoys problem-solving, and can confidently balance client care, staff ...
Quick apply
... Care Manager / Scheduling Coordinator to join our team. This role is ideal for someone who thrives in a fast-paced office, enjoys problem-solving, and can confidently balance client care, staff ...
Client Care Manager - Scheduling & Care Coordination
Brighton, MI · On-site
$23/hr
... Care Manager / Scheduling Coordinator to join our team. This role is ideal for someone who thrives in a fast-paced office, enjoys problem-solving, and can confidently balance client care, staff ...
Client Care Manager - Scheduling & Care Coordination
Brighton, MI · On-site
$23/hr
... Care Manager / Scheduling Coordinator to join our team. This role is ideal for someone who thrives in a fast-paced office, enjoys problem-solving, and can confidently balance client care, staff ...
... Care Manager / Scheduling Coordinator to join our team. This role is ideal for someone who thrives in a fast-paced office, enjoys problem-solving, and can confidently balance client care, staff ...
Quick apply
... Care Manager / Scheduling Coordinator to join our team. This role is ideal for someone who thrives in a fast-paced office, enjoys problem-solving, and can confidently balance client care, staff ...
Client Manager information
See Howell, MI salary details
$30.9K - $37.2K
8% of jobs
$41.7K is the 25th percentile. Wages below this are outliers.
$37.2K - $43.5K
23% of jobs
$43.5K - $49.8K
6% of jobs
$49.8K - $56.1K
8% of jobs
The median wage is $57.4K / yr.
$56.1K - $62.4K
18% of jobs
$62.4K - $68.7K
8% of jobs
$70.2K is the 75th percentile. Wages above this are outliers.
$68.7K - $74.9K
9% of jobs
$74.9K - $81.2K
6% of jobs
$81.2K - $87.5K
3% of jobs
$87.5K - $93.8K
4% of jobs
$93.8K - $100.1K
4% of jobs
$30.9K
$61.9K
$100.1K
How much do client manager jobs pay per year?
How much does a client manager get paid?
What are the key skills and qualifications needed to thrive as a Client Manager, and why are they important?
What does a Client Manager do?
What jobs in the US pay 300,000 a year?
What is the role of a client manager?
What is the difference between Client Manager vs Account Executive?
| Aspect | Client Manager | Account Executive |
|---|---|---|
| Primary Role | Maintains client relationships, ensures client satisfaction, manages ongoing accounts | Generates new business, acquires new clients, presents products/services |
| Required Skills | Customer service, communication, relationship management | Sales, negotiation, presentation skills |
| Work Environment | Long-term client engagement, account management teams | Sales pitches, client meetings, prospecting |
| Industry Usage | Common in consulting, marketing, tech | Common in sales, advertising, tech |
While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.
What jobs pay 500,000 a year in the US?
What are some common challenges Client Managers face when handling multiple client accounts simultaneously?
Full-time
Re-posted 19 days ago
Morgan Stanley rating
8.3
Based on 154 frontline employees who took The Breakroom Quiz
39th of 148 rated financial services
Job description
POSITION SUMMARY
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 withclients, individuals in this role build trusted relationships. Leading with a client first mindset, asuccessful candidate for this role will have strong interpersonal skills and will be able to assist clientswith 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 relayingstock 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 inaa 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 approvedsystems
Assist with data entry for key client needs such as new account opening and financial planning at thedirection 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 otherduties 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.
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