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Assistant Relationship Manager Jobs in Michigan (NOW HIRING)

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Assistant Relationship Manager information

See Michigan salary details

$24.4K

$70.3K

$122.5K

How much do assistant relationship manager jobs pay per year?

As of Sep 3, 2026, the average yearly pay for assistant relationship manager in Michigan is $70,342.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,000.00 and $92,000.00 per year, depending on experience, location, and employer.

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 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 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.

How much do assistant relationship managers make?

Assistant Relationship Managers typically earn between $40,000 and $60,000 annually, depending on experience, location, and the employer. They often receive additional benefits such as bonuses and commissions based on performance and client management skills.

What does an assistant relationship manager do?

An assistant relationship manager supports senior managers in maintaining client relationships, handling account inquiries, and providing customer service. They often assist with administrative tasks, prepare reports, and help ensure client satisfaction within banking, finance, or other service industries.

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

The most popular types of Relationship Manager jobs in Michigan are:

What cities in Michigan are hiring for Assistant Relationship Manager jobs?

Cities in Michigan with the most Assistant Relationship Manager job openings:

Assistant Relationship Manager jobs near you

Relationship Manager

Oxford Financial GRP

Grand Rapids, MI • On-site

Full-time

Re-posted 4 days ago

Job description

POSITION SUMMARY

The Relationship Manager is responsible for delivering an exceptional client experience to ultra-high-net-worth (UHNW) individuals and families. Acting on behalf of the client, the Relationship Manager coordinates efforts between the Managing Director (MD) and service teams across the firm, reviews client reports and analysis, and supports client planning and implementation. Relationship Managers support multiple MDs across the firm’s market locations by enhancing the client experience through a range of servicing and administrative responsibilities, including new client onboarding, account opening, account maintenance, processing cash flows, coordination with third-party vendors and assisting with meeting preparation for client and prospect presentations. 

DUTIES & RESPONSIBILITIES 

Deliver an excellent client experience

  • Operation within the team’s client service strategy to ensure high standard of service
  • Respond professionally and provide timely resolution to client inquiries or concerns
  • Troubleshoot client issues and follow through to resolution
  • Coordinate efforts across all areas of Oxford, as needed


 Prepare client reports and analysis 

  • Prepares client financial statements
  • Partner with technical teams to prepare required reports and analysis
  • Gather and share necessary data and information with technical and operational teams
  • Coordinate timely and efficient completion of reports and analysis 

Maintain client information 

  • Assist in completing and maintaining the Client Profile Questionnaire
  • Monitor and update the CRM, Salesforce, as appropriate
  • Determine Portfolio Summary Report template and delivery 
  • Review client information on an annual basis to ensure accuracy 

Assign and coordinate workflow to support client needs  

  • Investment Policy Statement (IPS) and Investment Allocation or Asset Allocation Summary (IAS) 
  • Family Office Services (FOS) Estate flow chart and recommendations
  • Private Market Securities (Initial purchases, calls and liquidations)
  • Client-directed trade requests
  • Cash management
  • Deposits, withdrawals, journals, wires, etc.
  • Coordinates information needed for lines of credit renewals 
  • Other Workflow processes as needed 

Support Client Onboarding 

  • Own and manage completion of assigned onboarding checklist items
  • Coordinate client deliverables as part of the agreed client relationship, including obtaining signatures when necessary
  • Create a high-quality Oxford experience during the transition from prospect to client
  • Monitor the progress of account transfers, asset location, cost basis reconciliation, and other onboarding items
  • Attend ACE meetings with new clients and MDs and confirm the status of all completed and in-progress items 

Administrative Responsibilities and Professional Development 

  • Complete TimeTracker entries accurately and on time
  • Read, handle and respond to email and voicemail messages
  • Attend team and firm meetings
  • Stay current on technical developments and available resources
  • Maintain a spirit of teamwork and respect across the firm
  • Participate in formal education and training to strengthen areas of expertise, technical skills and leadership skills
  • Perform other duties as assigned 

QUALIFICATIONS  

  • Bachelor’s degree in a related field with five to seven years relevant work experience, at least three years working with UHNW clients 
  • CFP®, CPWA® or CPA strongly preferred
  • Proficiency in Microsoft Outlook, Word and Excel
  • Strong analytical skills; the ability to interpret and analyze data and accurate attention to detail
  • Demonstrated knowledge of personal financial planning concepts and broader industry expertise
  • Ability to follow established procedures with accuracy and consistency
  • Ability to read and interpret legal documents
  • Professional demeanor and the highest regard for confidentiality
  • Excellent written and verbal communication skills
  • Ability to work independently as well as collaboratively in a team environment
  • Strong work ethic and positive attitude
  • Excellent organizational skills
  • Ability to manage multiple priorities in a fast-paced environment 

WORKING CONDITIONS 

  • Limited travel as business needs require
  • Extended period of sitting and working at a computer
  • Onsite position, 100% in office