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Client Relationship Analyst Salary Jobs (NOW HIRING)

Morgan Stanley

Client Relationship Analyst

Los Gatos, CA · On-site

$35K/yr

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 ...

Morgan Stanley

Client Relationship Analyst

Chicago, IL · On-site

$34K - $90K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... Salary range for the position: $34,320 - $90,000 / Yr. The successful candidate may be eligible for ...

Morgan Stanley

Client Relationship Analyst

Wayzata, MN · On-site

$35K - $90K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... Salary range for the position: $35,360 - $90,000 / Yr. The successful candidate may be eligible for ...

Morgan Stanley

Client Relationship Analyst

New York, NY · On-site

$35K/yr

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 ...

Morgan Stanley

Client Relationship Analyst

Tulsa, OK · On-site

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 ...

Morgan Stanley

Client Relationship Analyst

Chicago, IL · On-site

$35K - $90K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... Salary range for the position: $35,360 - $90,000 / Yr. The successful candidate may be eligible for ...

Morgan Stanley

Client Relationship Analyst

Atlanta, GA · On-site

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 ...

Morgan Stanley

Client Relationship Analyst

Chicago, IL · On-site

$35K - $90K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... Salary range for the position: $35,360 - $90,000 / Yr. The successful candidate may be eligible for ...

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Client Relationship Analyst Salary information

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How much do client relationship analyst salary jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for client relationship analyst salary in the United States is $25.60, according to ZipRecruiter salary data. Most workers in this role earn between $19.95 and $28.85 per hour, depending on experience, location, and employer.

What is the average salary for a client relationship analyst?

The average salary for a Client Relationship Analyst in the United States typically ranges from $55,000 to $80,000 per year, depending on experience, location, and the specific industry. Entry-level analysts may start at the lower end of the range, while those with several years of experience or additional qualifications can earn higher salaries. Compensation may also include bonuses or incentives based on performance and client satisfaction.

What are the key skills and qualifications needed to thrive as a client relationship analyst, and why are they important?

To thrive as a Client Relationship Analyst, you need strong analytical abilities, attention to detail, and a solid foundation in finance or business, often supported by a relevant degree. Familiarity with CRM software, data analysis tools like Excel or Salesforce, and sometimes certifications in client management or financial analysis are typically required. Outstanding communication, problem-solving, and interpersonal skills help build trust and manage client expectations effectively. These skills ensure that client needs are accurately understood, leading to improved satisfaction and long-term business success.

What are some common challenges a client relationship analyst faces when balancing client expectations with company policies?

Client Relationship Analysts often navigate the delicate balance between fulfilling client requests and adhering to company protocols. A common challenge is managing client expectations when their needs don’t align perfectly with internal processes or product capabilities. Effective communication, negotiation skills, and a deep understanding of both the client's business and the company's offerings are essential. Building trust while maintaining transparency ensures long-term satisfaction and helps prevent misunderstandings.

What is the difference between Client Relationship Analyst Salary vs Customer Service Representative Salary?

AspectClient Relationship Analyst SalaryCustomer Service Representative Salary
Average Annual Salary$55,000 - $75,000$30,000 - $45,000
Required CredentialsBachelor's degree in business, finance, or related field; strong communication skillsHigh school diploma or equivalent; excellent communication skills
Work EnvironmentOffice settings, client-facing roles, financial or corporate sectorsCall centers, retail, service industries, customer support centers
Industry UsageFinancial services, consulting, corporate sectorsRetail, telecommunications, hospitality, service industries

The comparison shows that Client Relationship Analysts typically earn higher salaries than Customer Service Representatives due to more specialized skills, credentials, and a focus on managing client accounts in professional environments. Customer Service Representatives generally have lower salaries, working mainly in retail or call centers with less emphasis on advanced credentials.

What does a client relationship analyst do?

A client relationship analyst manages and maintains relationships with clients to ensure satisfaction and retention. They analyze client data, address concerns, and collaborate with sales and support teams to improve service quality. Strong communication skills and familiarity with customer relationship management (CRM) tools are essential for this role.
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What job categories do people searching Client Relationship Analyst Salary jobs look for?

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Client Relationship Analyst Salary jobs near you
Infographic showing various Client Relationship Analyst Salary job openings in the United States as of August 2026, with employment types broken down into 87% Full Time, 11% Part Time, and 2% Contract. Highlights an 90% Physical, 3% Hybrid, and 7% Remote job distribution, with an average salary of $53,249 per year, or $25.6 per hour.

Client Relationship Analyst

Jewish Family Service of Colorado

Tulsa, OK • On-site

Full-time

Posted 26 days ago

Job description

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 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.

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