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Assistant Relationship Manager Jobs (NOW HIRING)

Assistant Relationship Officer - Boise

Boise, ID

$35K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Zions Bank has just opened an opportunity for an Assistant Relationship Officer based in Boise ... Consulting with relationship managers and portfolio managers in preparing customer information for ...

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Assistant Relationship Manager information

See salary details

$28K

$80.7K

$140.5K

How much do assistant relationship manager jobs pay per year?

As of Aug 14, 2026, the average yearly pay for assistant relationship manager in the United States is $80,705.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,500.00 and $105,500.00 per year, depending on experience, location, and employer.

What is the difference between Assistant Relationship Manager vs Relationship Manager?

AspectAssistant Relationship ManagerRelationship Manager
CredentialsTypically requires a bachelor's degree in finance, business, or related field; certifications like CFA or CFP are a plusSame as Assistant Relationship Manager, often with additional experience or certifications
Work EnvironmentSupports senior managers, handles client inquiries, and assists in account management within banks or financial institutionsManages client portfolios, develops client relationships, and provides financial advice directly to clients
Employer & IndustryFinancial institutions, banks, wealth management firmsFinancial institutions, banks, wealth management firms

While both roles work within the financial industry and require similar educational backgrounds, the Assistant Relationship Manager primarily supports Relationship Managers by handling administrative tasks and client support. The Relationship Manager takes on a more active role in managing client portfolios and providing financial advice.

What does an assistant relationship manager do?

An assistant relationship manager supports senior managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

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

To thrive as an Assistant Relationship Manager, you need strong financial acumen, analytical abilities, and a degree in finance, business, or a related field. Familiarity with CRM systems, banking software, and sometimes relevant certifications like CFA Level 1 can be advantageous. Excellent interpersonal skills, attention to detail, and effective communication help build and maintain client relationships. These competencies ensure client satisfaction, support business growth, and help effectively manage financial portfolios.

What is the work of an assistant relationship manager?

An assistant relationship manager supports senior managers in maintaining client relationships, handling inquiries, and processing transactions. They often assist with client onboarding, account management, and may use customer relationship management (CRM) tools to ensure client satisfaction and retention.

How does an assistant relationship manager typically collaborate with senior relationship managers and other departments?

Assistant Relationship Managers work closely with senior relationship managers to support client onboarding, prepare financial analyses, and handle routine client inquiries. They frequently coordinate with departments such as credit, compliance, and operations to ensure client requests are handled efficiently and within regulatory guidelines. This collaborative environment helps Assistant Relationship Managers gain a holistic view of banking operations and develop skills essential for career growth in relationship management.

What cities are hiring for Assistant Relationship Manager jobs?

Cities with the most Assistant Relationship Manager job openings:

What are the most commonly searched types of Relationship Manager jobs?

The most popular types of Relationship Manager jobs are:

What states have the most Assistant Relationship Manager jobs?

States with the most job openings for Assistant Relationship Manager jobs include:

Infographic showing various Assistant Relationship Manager job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 12% Part Time, and 1% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $80,705 per year, or $38.8 per hour.

Assistant Relationship Manager

Redefined Advisors LLC

Cresson, PA โ€ข On-site

$40K - $45K/yr

Full-time

Posted 14 days ago


Job description

Description:


Description

As a Assistant Relationship Manager with RedefinED School Advancement, you'll play a crucial role in empowering K-12 schools to achieve financial stability and broaden educational access. You'll support a Relationship Manager in managing and growing a portfolio of partner schools, working collaboratively to guide them through our proven 4-step FUNDamentals process. This role offers an excellent opportunity for someone eager to make a difference in a mission-driven organization, focusing on expanding financial aid and scholarship programs. You'll be part of a dynamic, fast-paced environment where your organization and attention to detail will be key to success.

At RedefinED, we prioritize positivity, resourcefulness, mutual respect, and innovation. We believe in fostering a supportive and inclusive culture where all team members can thrive and grow. You'll have a clear pathway for career advancement, starting with a competitive salary and incentive plan. We offer comprehensive benefits and an annual performance-based review to reward your dedication. If you're passionate about supporting schools and keen to contribute to meaningful work, we invite you to apply and join us in creating lasting change in education.

Responsibilities

Relationship Management Support

  • Provide day-to-day support to a Relationship Manager overseeing 35 to 50 partner schools
  • Assist with scheduling, coordination, and preparation for school meetings and presentations
  • Help maintain consistent communication with school partners through email and phone
  • Support follow-up efforts to ensure schools stay on track within the FUNDamentals process

Program Coordination & Execution

  • Assist in preparing materials, resources, and documentation used to guide schools through RedefinED’s 4-step FUNDamentals process
  • Help track school engagement, participation, and progress
  • Maintain accurate notes and updates within Salesforce CRM systems
  • Support implementation efforts that help schools grow financial aid programs and increase tax credit participation

Community Education & Outreach Support

  • Assist with the coordination of community education initiatives led by the Relationship Manager
  • Support preparation for virtual and in-person presentations
  • Help conduct outreach through email and phone to support school engagement efforts
  • Provide logistical and administrative support for events, presentations, and school communications

Team Collaboration

  • Work closely with the Relationship Manager to ensure strong organization, follow-through, and communication across the school portfolio
  • Report to a Regional Market Manager and collaborate with internal support teams
  • Help ensure consistency in processes, documentation, and reporting

Operational Excellence

  • Maintain accurate and timely CRM updates, notes, and reporting
  • Assist with tracking key performance indicators related to school engagement and outreach
  • Help manage timelines, task lists, and internal coordination
Qualifications
  • 2+ years of experience in administrative support, client services, education support, nonprofit work, or a coordination role preferred
  • Strong organizational and time management skills
  • Excellent written and verbal communication skills
  • Comfortable communicating with school leaders and community members via email and phone
  • Detail-oriented with the ability to manage multiple tasks at once
  • Positive attitude, team-first mindset, and willingness to learn
  • Alignment with RedefinED’s mission and culture

Work Environment & Travel

  • Hybrid role combining remote work with occasional in-person team engagement
  • Travel required approximately 1 day per month for team meetings or events
Compensation

$40,000 - $45,000 yearly plus bonus opportunity

About RedefinED School Advancement

RedefinED School Advancement is a fast-growing, mission-driven organization that helps K-12 schools build long-term financial stability and expand access to education. We partner with private and faith-based schools across the country to strengthen enrollment, increase scholarship funding, and close the gap between what families can afford and the true cost to educate a child.

Through our proven FUNDamentals process, we guide schools in maximizing tax credit programs, engaging their communities, and implementing sustainable tuition strategies that support growth for years to come.

Our team provides full-service, fully staffed advancement support at a fraction of the cost of hiring in-house, helping schools raise more, grow more, and do more without adding additional staff.

Since our founding, we have helped schools secure tens of millions of dollars in scholarship funding, creating opportunity for students and stability for the schools that serve them.

Requirements: