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Client Relationship information

See Indiana salary details

$27.6K

$54.6K

$93.3K

How much do client relationship jobs pay per year?

As of Jul 21, 2026, the average yearly pay for client relationship in Indiana is $54,604.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $61,900.00 per year, depending on experience, location, and employer.

What qualifications are needed to be an RM?

To become a Client Relationship Manager (CRM), candidates typically need a bachelor's degree in business, marketing, or a related field. Strong communication, interpersonal, and problem-solving skills are essential, along with experience in customer service or sales. Certifications such as Certified Client Relationship Manager (CCRM) can enhance prospects, and familiarity with CRM software is often required.

What jobs pay 4000 a week without a degree?

In client relationship roles, high earnings of $4,000 or more per week are uncommon without specialized experience or certifications. Typically, such income levels are associated with sales positions, financial advisors, or entrepreneurial ventures where commissions or business ownership play a significant role. Most client relationship jobs offer salaries below this threshold unless combined with performance-based incentives or bonuses.

What are some common challenges faced in a Client Relationship role, and how can I prepare for them?

Common challenges in a Client Relationship role include managing multiple clients with varying needs, addressing unexpected issues promptly, and maintaining strong relationships under pressure. You'll often need to balance client expectations with company capabilities while ensuring clear, proactive communication. Preparing for these challenges involves developing strong organizational skills, staying adaptable, and investing time in learning about your clients' businesses. Regular collaboration with internal teams, such as sales, support, and product management, is also key to delivering effective solutions. Embracing a proactive, client-focused mindset will help you overcome obstacles and succeed in this dynamic environment.

What are the key skills and qualifications needed to thrive in the Client Relationship position, and why are they important?

To thrive in a Client Relationship role, strong communication, negotiation, and problem-solving abilities are essential, often supported by a degree in business, marketing, or a related field. Familiarity with customer relationship management (CRM) software, data analysis tools, and account management systems is typically important in this position. Standout candidates demonstrate interpersonal skills, emotional intelligence, and the ability to build trust and rapport with clients. These skills and qualities enable professionals to effectively manage client needs, foster long-term partnerships, and drive business growth.

What does a client relations do?

A client relations professional manages interactions between a company and its clients to ensure satisfaction and foster long-term relationships. They handle communication, address client concerns, and work to meet client needs, often using CRM tools and strong communication skills. The role may require understanding of the company's products or services and maintaining positive client engagement.

What is a Client Relationship job?

A Client Relationship job involves managing and nurturing relationships between a company and its clients to ensure satisfaction, retention, and growth. Professionals in this role act as the primary point of contact, addressing client needs, resolving issues, and identifying opportunities for additional services or products. Strong communication, problem-solving, and interpersonal skills are essential for success in this field.

How much does a Client Relationship Manager earn?

A Client Relationship Manager's average salary varies by location and experience but typically ranges from $60,000 to $100,000 annually. Salaries can increase with certifications, industry, and company size, and some roles include performance bonuses or commissions.
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 jobs in Indiana? For Client Relationship jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Client Relationship jobs in Indiana look for? The top searched job categories for Client Relationship jobs in Indiana are:
Client Relationship jobs near you
Infographic showing various Client Relationship job openings in Indiana as of July 2026, with employment types broken down into 1% As Needed, 81% Full Time, 14% Part Time, and 4% Contract. Highlights an 76% Physical, 2% Hybrid, and 22% Remote job distribution, with an average salary of $54,604 per year, or $26.3 per hour.
Registered Client Relationship Analyst

Registered Client Relationship Analyst

Morgan Stanley

Indianapolis, IN

Full-time

Posted 29 days ago

Morgan Stanley rating

8.3

Company rating: 8.3 out of 10

Based on 154 frontline employees who took The Breakroom Quiz

38th of 148 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 (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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