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Client Relationship Manager Jobs in Waunakee, WI

Lake Ridge Bank

Business Relationship Manager

WI · On-site

Actively utilize CRM system to track all loan notes, client and prospect activities and progress of relation-ships. * Remain active in community and community organizations to enhance bank image ...

U.S. Bank

Business Banking Relationship Manager

Madison, WI · On-site

$91.44 - $111.76/hr

Business Banking Relationship Managers play a pivotal role in helping our business clients achieve ... Strong client relationships are based on trust, assessing and attending to clients' banking needs ...

Old National Bank

Relationship Banker

Mount Horeb, WI · On-site

$17 - $29.75/hr

Proactively engage clients through outreach, follow-up, and ongoing relationship management. * Identify opportunities to introduce additional products and services to meet client goals. * Partner ...

Old National Bank

Relationship Banker

Madison, WI · On-site

$17 - $29.75/hr

Proactively engage clients through outreach, follow-up, and ongoing relationship management. * Identify opportunities to introduce additional products and services to meet client goals. * Partner ...

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See Waunakee, WI salary details

$29.7K

$58.7K

$100.2K

How much do client relationship manager jobs pay per year?

As of Aug 24, 2026, the average yearly pay for client relationship manager in Waunakee, WI is $58,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,500.00 and $66,500.00 per year, depending on experience, location, and employer.

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.

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

To thrive as a Client Relationship Manager, you need a solid background in account management, customer service, and business communication, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software like Salesforce and proficiency in data analysis tools are typically required. Outstanding interpersonal skills, problem-solving abilities, and emotional intelligence set top performers apart in this role. These skills are crucial for building strong client partnerships, ensuring customer satisfaction, and driving business growth.

How does a client relationship manager typically collaborate with sales and account management teams?

As a Client Relationship Manager, you frequently act as a bridge between clients and internal teams such as sales and account management. You'll participate in regular strategy sessions, share client feedback, and help develop tailored solutions that address client needs while supporting business goals. Effective collaboration often involves joint meetings, coordinating on proposals or renewals, and ensuring seamless communication to deliver a consistent and positive client experience. This cross-functional teamwork is essential for both client satisfaction and long-term retention.

What is the difference between Client Relationship Manager vs Account Executive?

AspectClient Relationship ManagerAccount Executive
Primary FocusMaintaining and strengthening client relationshipsAcquiring new clients and closing sales
Work EnvironmentOngoing client support, account managementSales meetings, prospecting, negotiations
Required SkillsCommunication, relationship-building, customer serviceSales techniques, negotiation, product knowledge
Industry UsageCustomer service, consulting, financeSales, 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 much do client relationship managers make in the US?

In the US, client relationship managers typically earn an average salary between $60,000 and $100,000 annually, depending on experience, industry, and location. Senior or specialized roles can pay higher, often exceeding $120,000 with bonuses and benefits included.

How much does a client relationship manager make?

The average salary for a client relationship manager typically ranges from $50,000 to $85,000 per year, depending on experience, industry, and location. Senior or specialized roles can earn higher salaries, and many positions include bonuses or commissions based on performance.

Is a client relationship manager a good job?

A client relationship manager is a role focused on maintaining and strengthening client connections, often requiring strong communication and interpersonal skills. It can be a rewarding career with opportunities for advancement, especially in industries like finance, technology, and consulting. Job satisfaction depends on individual preferences, work environment, and the ability to meet client needs effectively.
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What job categories do people searching Client Relationship Manager jobs in Waunakee, WI look for?

The top searched job categories for Client Relationship Manager jobs in Waunakee, WI are:

What cities near Waunakee, WI are hiring for Client Relationship Manager jobs?

Cities near Waunakee, WI with the most Client Relationship Manager job openings:

Client Relationship Manager jobs near you
Infographic showing various Client Relationship Manager job openings in Waunakee, WI as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $58,680 per year, or $28.2 per hour.

Registered Client Relationship Analyst

Morgan Stanley

Middleton, WI • On-site

Full-time

Re-posted 16 days ago

Morgan Stanley rating

8.4

Company rating: 8.4 out of 10

Based on 155 frontline employees who took The Breakroom Quiz

33rd of 151 rated financial services

Job description

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 with updates on service requests (e.g., scheduling follow-up calls with Financial Advisor / 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 multitask
  • 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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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

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