POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients ... Managing the calendar including coordinating meetings or events with logistics such as material ...
POSITION SUMMARY Registered Client Relationship Analysts provide exceptional service to our clients ... Managing the calendar including coordinating meetings or events with logistics such as material ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Montgomery, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Montgomery, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Lafayette, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Lafayette, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Fort Wayne, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Fort Wayne, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Lafayette, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Lafayette, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Lafayette, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Lafayette, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Fort Wayne, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Fort Wayne, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Lafayette, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Representative (Universal Banker)
Lafayette, IN · On-site
Medical
Dental
Vision
Retirement
PTO
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Quick apply
Customer Experience and Relationship Management * Deliver high-quality customer service by ... Resolve client inquiries, concerns, and complaints within scope of authority, ensuring timely ...
Client Relationship Manager information
See Indiana salary details
$27.6K - $33.6K
5% of jobs
$33.6K - $39.5K
14% of jobs
$41.5K is the 25th percentile. Wages below this are outliers.
$39.5K - $45.5K
18% of jobs
The median wage is $49.7K / yr.
$45.5K - $51.5K
18% of jobs
$51.5K - $57.4K
15% of jobs
$59.7K is the 75th percentile. Wages above this are outliers.
$57.4K - $63.4K
13% of jobs
$63.4K - $69.4K
7% of jobs
$69.4K - $75.3K
3% of jobs
$75.3K - $81.3K
3% of jobs
$81.3K - $87.3K
2% of jobs
$87.3K - $93.3K
1% of jobs
$27.6K
$54.6K
$93.3K
How much do client relationship manager jobs pay per year?
How much do client relationship managers make in the US?
What is the difference between Client Relationship Manager vs Account Executive?
| Aspect | Client Relationship Manager | Account Executive |
|---|---|---|
| Primary Focus | Maintaining and strengthening client relationships | Acquiring new clients and closing sales |
| Work Environment | Ongoing client support, account management | Sales meetings, prospecting, negotiations |
| Required Skills | Communication, relationship-building, customer service | Sales techniques, negotiation, product knowledge |
| Industry Usage | Customer service, consulting, finance | Sales, marketing, advertising |
While both roles involve client interaction, the Client Relationship Manager focuses on nurturing existing accounts, whereas the Account Executive primarily aims to acquire new clients and drive sales. Understanding these differences helps organizations assign the right responsibilities and candidates for each position.
How does a client relationship manager typically collaborate with sales and account management teams?
What are the key skills and qualifications needed to thrive as a client relationship manager, and why are they important?
What is a client relationship manager?
A client relationship manager oversees the relations between a company and its clients. As a client relationship manager, your job duties involve establishing new relationships, maintaining current relationships, and developing strategies to enhance all communications. You often manage client services and help resolve all client complaints. You mostly communicate with clients by phone or email but are sometimes required to meet with them in person. Companies in almost all industries hire client relationship managers. It’s important to have some work experience in the organization’s specific industry.
Is a client relationship manager a good job?
What are the most commonly searched types of Client Relationship jobs in Indiana?
The most popular types of Client Relationship jobs in Indiana are:
What are popular job titles related to Client Relationship Manager jobs in Indiana?
For Client Relationship Manager jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Relationship Manager jobs in Indiana look for?
The top searched job categories for Client Relationship Manager jobs in Indiana are:
What cities in Indiana are hiring for Client Relationship Manager jobs?
Cities in Indiana with the most Client Relationship Manager job openings:

Full-time
Re-posted 25 days ago
Morgan Stanley rating
8.4
Based on 155 frontline employees who took The Breakroom Quiz
30th of 150 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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