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Assistant Relationship Manager Jobs in Raleigh, NC

Balentine

Associate Relationship Manager

Raleigh, NC · On-site

Associate Relationship Manager Balentine is seeking an Associate Relationship Manager (ARM) who ... goals. * Assist in developing estate plan recommendations. * Utilize Riskalyze with clients and ...

Elevate Digital

Commercial Banking Associate

Cary, NC

$70K - $75K/yr

Collaborate with Treasury Management on successful implementations and provide ongoing maintenance for customers. Assist Relationship Manager with the completion of the credit approval package and ...

Greenscape

Client Relations Manager

Durham, NC

$60K/yr

Maintains and updates CRM software daily re: notes, points of contact, phone conversations, etc. * Assist in the development and implementation of the company's sales protocol * Tracks upcoming jobs ...

Greenscape

Client Relations Manager

Durham, NC

$60K/yr

Maintains and updates CRM software daily re: notes, points of contact, phone conversations, etc. * Assist in the development and implementation of the company's sales protocol * Tracks upcoming jobs ...

First Horizon

Relationship Banker

Durham, NC · On-site

$16.75 - $22/hr

Monday - Friday * 9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages ... service. Assist Banking Center Manager with training personnel. • Assist banking center ...

First Horizon Bank

Relationship Banker

Durham, NC · On-site

$16.75 - $22/hr

Monday - Friday * 9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages ... service. Assist Banking Center Manager with training personnel. • Assist banking center ...

First Horizon Bank

Relationship Banker

Durham, NC

$16.75 - $22/hr

Monday - Friday * 9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages ... service. Assist Banking Center Manager with training personnel. • Assist banking center ...

First Horizon

Relationship Banker

Raleigh, NC · On-site

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Horizon

Relationship Banker

Durham, NC · On-site

$18 - $23.50/hr

Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Horizon Bank

Relationship Banker

Raleigh, NC

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Horizon Bank

Relationship Banker

Durham, NC · On-site

$18 - $23.50/hr

Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Horizon Bank

Relationship Banker

Raleigh, NC

$16.25 - $21.50/hr

Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

First Horizon Bank

Relationship Banker

Durham, NC

$18 - $23.50/hr

Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages ... management with "on the job training" of new associates. * Assist with dual control vault ...

Labcorp

Senior Employee Relations Manager

Durham, NC · On-site

Flexibility and willingness to deal with competing priorities and assist others as needed in a team ... relationships with leaders and HR Business Partners (HRBPs) to strengthen leader capability and ...

Labcorp

Senior Employee Relations Manager

Durham, NC · Hybrid

Flexibility and willingness to deal with competing priorities and assist others as needed in a team ... relationships with leaders and HR Business Partners (HRBPs) to strengthen leader capability and ...

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All JobsRelationship JobsAssistant Relationship Manager JobsAssistant Relationship Manager Jobs in Raleigh, NC

Assistant Relationship Manager information

See Raleigh, NC salary details

$27.2K

$78.4K

$136.6K

How much do assistant relationship manager jobs pay per year?

As of Jul 24, 2026, the average yearly pay for assistant relationship manager in Raleigh, NC is $78,447.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,100.00 and $102,500.00 per year, depending on experience, location, and employer.

How much is the salary of a relationship manager?

The salary of a relationship manager varies depending on experience, location, and the industry, but typically ranges from $50,000 to $100,000 annually. In banking and financial services, they often earn additional bonuses and commissions based on client performance and sales targets.

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 relationship managers by helping manage client accounts, addressing client inquiries, and assisting with financial transactions. They often handle administrative tasks, maintain client records, and develop customer service skills to ensure client satisfaction and retention.

Is a CSA job stressful?

A Customer Service Associate (CSA) job can be stressful due to high customer interaction, meeting performance targets, and handling complaints. Stress levels vary depending on the work environment, workload, and individual coping skills, but the role often requires strong communication and problem-solving abilities. Employers may offer training and support to help manage stress.

Is an RM role stressful?

The Assistant Relationship Manager role can be stressful due to client management, meeting sales targets, and handling complex financial transactions. It requires strong communication skills, attention to detail, and the ability to work under pressure, especially in fast-paced banking or financial environments.

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.

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 most commonly searched types of Relationship Manager jobs in Raleigh, NC? The most popular types of Relationship Manager jobs in Raleigh, NC are:
What cities near Raleigh, NC are hiring for Assistant Relationship Manager jobs? Cities near Raleigh, NC with the most Assistant Relationship Manager job openings:
Assistant Relationship Manager jobs near you
Infographic showing various Assistant Relationship Manager job openings in Raleigh, NC as of July 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, 1% Temporary, and 3% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $78,452 per year, or $37.7 per hour.
Associate Relationship Manager

Associate Relationship Manager

Balentine

Raleigh, NC • On-site

Full-time

Posted just now

Job description

We're Hiring:
Associate Relationship Manager
Balentine is seeking an Associate Relationship Manager (ARM) who will work closely with our Relationship Management team. In this role, the ARM will support and collaborate with the firm's Relationship Managers to provide a first-class experience to existing and prospective clients. The ARM will have direct client responsibility and must be able to maintain and cultivate strong networks with various functional teams within the firm, and in the existing and prospective client spheres of influence.
The successful candidate will have demonstrated experience in the field of investment management and is a self-starter with both a proactive mentality and a growth mindset. The candidate should be highly professional and should possess excellent communication skills. We are an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations, and we are looking for a candidate who would be enthusiastic to work in this environment.
There is an opportunity to thrive either within the ARM role or on a defined trajectory to becoming a Relationship Manager.
Responsibilities
The ultimate goal of this position is for the Associate Relationship Manager to assume comprehensive management of the day-to-day needs of the firm's clients, thereby permitting the Relationship Managers to focus on client acquisition and retention.
The success of the role is demonstrated by the ability to complete the following:
Client and Prospect Meetings
  • Lead and manage the preparation for all client meetings.
  • Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
  • Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within the firm to deliver tailored client-facing reports and presentations.
  • Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports.

Financial Planning
  • Perform and supervise data entry for eMoney financial plans, balance sheets, and other client forms for prospects and clients.
  • Review Holistiplan reports and communicate recommendations to clients.
  • Create and review Implementation Plans to ensure the strategy and model align with client goals.
  • Assist in developing estate plan recommendations.
  • Utilize Riskalyze with clients and prospects to understand clients' risk comfort.

Day-to-Day and Account Oversight
  • Serve as the liaison between the Relationship Manager(s), Relationship Associate(s), and Administrative Associate(s) in connection with the daily management of clients.
  • Monitor portfolios to review and recommend asset allocation to maintain strategies based on client goals.
  • Provide proactive tax-related support, working closely with clients' CPAs to ensure timely and accurate tax data sharing.
  • Serve as investment team liaison. Provide suggestions for clients to participate in Private Capital.

Qualifications
  • Bachelor's degree
  • 5+ years of experience in investment management or portfolio construction
    • 3+ years of client-facing experience
  • Willingness to achieve CFP or other industry certification
  • Ability to interpret financial data, monitor portfolios, and recommend investment strategies aligned with client goals
  • Technologically savvy and proficient
    • Superior Excel skills
    • Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred; experience with similar program types required

Competencies
While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.
+ Professional and Courteous
  • Ability to maintain uncompromising levels of confidentiality
  • Ability to interact with all people in a polite manner and a positive attitude
  • Ability to have a positive impact on the people around you

+ Emotional Intelligence and Interpersonal Skills
  • Ability to read and connect with people and respond accordingly in varying situations
  • Ability to recognize own and others' emotions and use them to create positive interactions

+ Organized and Productive
  • Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
  • Ability to manage multiple projects and competing priorities without missing deadlines
  • Ability to self-manage, prioritize, and produce quality work in both individual and team environments
  • Ability to maintain a proactive approach complemented by a high energy level

+ Calm Under Pressure / Unflappable
  • Ability to respond calmly and maintain performance standards in a busy office setting
  • Ability to maintain high service standards and problem-solve effectively when faced with new challenges

+ Adaptable and Reliable
  • Ability to remain unperturbed by changing priorities and conditions
  • Ability to shift concentrations throughout the day
  • Ability to always arrive on time and prepared

Compensation
Balentine offers a competitive compensation package, including an attractive base salary and benefits.
Company Overview
Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships and results and has created an environment where motivated people flourish.
Balentine's culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.

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