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Assistant Relationship Manager Jobs (NOW HIRING)

Oxford Financial GRP

Relationship Manager

Cincinnati, OH · On-site

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, ...

New

Apply Early

Oxford Financial GRP

Relationship Manager

Chicago, IL · On-site

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, ...

New

Apply Early

Gaspar's Construction

Relationship Manager

Seattle, WA · On-site

$80K/yr

Our relationship managers can expect to earn on average around $150,000 - $200,00 and up to $400 ... Manage homeowner during sub-walk. * Assist in identifying change orders during construction for ...

Oxford Financial GRP

Relationship Manager

Atlanta, GA · On-site

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, ...

New

Apply Early

East West Bank

Relationship Manager

Pasadena, CA · On-site

$71K/yr

Provides cross-border market intelligence and insight to assist with the internal solution/product ... Minimum of 10 years relationship management and sales experience in the commercial banking field

National Corporate Housing

Relationship Manager

$100K - $120K/yr

Relationship Manager, Insurance Housing National Insurance Housing is seeking an experienced and ... Be prepared to assist with additional support and on call duties. Requirements: * Bachelor's degree ...

Oxford Financial GRP

Relationship Manager

Palm Beach, FL · On-site

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, ...

New

Apply Early

East West Bank

Relationship Manager

Pasadena, CA · On-site

$65K/yr

Provides cross-border market intelligence and insight to assist with the internal solution/product ... Minimum of 10 years relationship management and sales experience in the commercial banking field

Enumerate

Relationship Manager

OR · On-site +1

Enumerate is hiring a Relationship Manager to serve as a trusted advisor and partner for our ... * Assist with challenging customer requests or issue escalations as needed. * Answer customer ...

AgWest Farm Credit

Relationship Manager

Great Falls, MT · Hybrid

$89K - $173K/yr

We are in search of a Relationship Manager I, II, or III to join our Credit Resolution Team in ... Gather financial information and assist in credit investigations, public record searches ...

Franklintempleton

Relationship Manager

New York, NY

Relationship Manager Fiduciary Trust International is hiring a Relationship Manager to join our New ... Guide/train junior teammates * Assist with ad hoc department strategic initiatives and commitments ...

Farm Credit Foundations

Relationship Manager

Hilo, HI · On-site +1

... Assist other RM's by providing leadership and guidance in their relationships with customer and ... Establish and manage credit quality targets for the portfolio. Develop and achieve credit quality ...

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Assistant Relationship Manager information

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$28K

$80.7K

$140.5K

How much do assistant relationship manager jobs pay per year?

As of Jul 3, 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.

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 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:
Assistant Relationship Manager jobs near you

Relationship Manager

Oxford Financial GRP

Cincinnati, OH • On-site

Full-time

Posted yesterday

Be an early applicant

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 (ISP) 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