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Client Relationship Assistant Jobs (NOW HIRING)

tastytrade

Client Relationship Representative

Chicago, IL · On-site

$55K - $83K/yr

Client Relationship Representative Location: Chicago, IL As aClient Relationship Representative ... Liaison between team and executives to help create synergy for the RFED Business * Assist with ...

Morgan Stanley

Client Relationship Analyst

Boston, MA · On-site

$34K/yr

POSITION SUMMARY Client Relationship Analysts provide exceptional service to our clients and ... MSOnline, eSign, eAuthorization) • Assist FAs/PWAs/teams in a clerical capacity with research ...

Alphabe Insight Inc

Client Relationship Manager

Miami, FL · On-site

$56K - $60K/yr

We are seeking a driven and polished Client Relationship Manager to join our team in Miami, FL. In ... delivery. * Assist in onboarding new clients and guiding them through initial processes and ...

Jambalaya Group

Client Relationship Manager

Glendale, CA · On-site

$70K - $110K/yr

Client Relationship Manager Castlewatch Wealth | Glendale, California Full-Time | Hybrid Eligible ... Enter and maintain accurate client information within the firm's systems. * Assist with new account ...

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Client Relationship Assistant information

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$29K

$57.4K

$98K

How much do client relationship assistant jobs pay per year?

As of Aug 25, 2026, the average yearly pay for client relationship assistant in the United States is $57,383.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,500.00 and $65,000.00 per year, depending on experience, location, and employer.

What is a client relationship assistant?

Client Relationship Assistants are professionals who support account managers or client service teams by maintaining strong relationships with clients. They handle daily communications, help resolve client concerns, coordinate meetings, and ensure client needs are met efficiently. Their role is essential in fostering client satisfaction and loyalty, which often leads to repeat business and positive referrals. They may also assist with administrative tasks, updating records, and preparing reports to help the team deliver excellent service.

How does a client relationship assistant typically collaborate with account managers and other departments?

Client Relationship Assistants play a crucial role in supporting account managers by handling routine client communications, scheduling meetings, and ensuring client needs are promptly addressed. They often act as a bridge between clients and various internal teams such as sales, marketing, and customer support, helping to coordinate responses and deliverables. This collaborative approach ensures that clients receive consistent and timely service, while also allowing the assistant to gain exposure to different aspects of the business, which can be valuable for career growth.

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

To thrive as a Client Relationship Assistant, you need strong communication skills, attention to detail, and a background in business or customer service, often supported by a relevant diploma or degree. Familiarity with CRM software, office productivity tools, and sometimes experience with data entry systems are typically required. Exceptional interpersonal skills, problem-solving abilities, and a proactive attitude help you build rapport and address client needs effectively. These skills ensure positive client experiences, efficient issue resolution, and ongoing business growth through strong client relationships.

Is customer relationship assistant a stressful job?

A client relationship assistant role can involve handling customer inquiries, resolving issues, and maintaining positive interactions, which may be stressful during busy periods or when managing difficult clients. However, the job typically requires strong communication skills and organization, and stress levels vary depending on workload and work environment.

What does a client relationship assistant do?

A client relationship assistant supports maintaining positive relationships with clients by handling communication, scheduling meetings, and addressing client inquiries. They often use customer relationship management (CRM) software and require strong communication and organizational skills to ensure client satisfaction and retention.
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Client Relationship Assistant jobs near you
Infographic showing various Client Relationship Assistant job openings in the United States as of August 2026, with employment types broken down into 82% Full Time, and 18% Part Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $57,383 per year, or $27.6 per hour.

Client Relationship Representative

Chicago, IL

tastylive
See more jobs at tastyliveexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 13 days ago

Job description

Company: tastyfx 
Role: Client Relationship Representative 
Location: Chicago, IL 

 As a Client Relationship Representative, you will work closely with your team, communicating with them about the financial news, current events, and problems of the day. You're upbeat and enthusiastic, and you have an open mind and a curious, can-do attitude. You, like us, understand the importance of collaboration and are driven to be the best in what you do. You embody our three core values - to champion the client, deliver at pace and raise the bar.    

We work in a fast-paced project environment where change is constant. If you're up for the challenge, you'll have opportunities to try new things and broaden your skills quickly through exposure to the executive team and new experiences. We are looking for tenacious, curious, eager, open-minded people with a go-getter personality to maintain our leadership positions.   

We are seeking candidates with a genuine interest in financial markets and a desire to build a career in this dynamic industry. 

What You'll Do:   

  • Collaborate with a team to deliver results based on goals created by tastyfx  
  • Liaison between team and executives to help create synergy for the RFED Business  
  • Assist with developing and directing the RFED business 
  • Execute orders for US clients on FX 
  • Help clients with inquiries about their positions, trades, statements, issues with their platforms and payments 
  • Demonstrate impeccable active listening skills on each and every call, listening with the intent to understand, not with the intent to reply. 
  • Proactively outreach to our new clients to ensure a smooth onboarding and funding journey
  • Act as a point of contact for clients and continuously enhancing the client experience, building rapport with customers, and growing positive working relationships 
  • Assist the team with strategic business ideas and provide useful input accordingly  
  • Encourage and offer your opinions to enhance business functions, processes, and technology
  • In addition, duties also include inputting trades and checking off the day's trades.   

Who You Are:   

  • Self-motivated individual who can deliver measured results
  • You have at least 1-4 years of related industry experience 
  • You have knowledge of financial markets and show daily interest in economic and market events
  • Strong customer service and client engagement skills
  • Strong communication skills, both written and oral, are vital, especially when liaising with clients  
  • You open to being registered and authorized with the NFA to carry out this function   

Licensure: Series 3 and Series 34 strongly preferred.  

  • Series 3 - Candidates who do not have the Series 3 at the time of hiring will be expected to obtain it within six weeks of starting. 
  • Series 34 - Candidates who do not have the Series 34 at the time of hire will be expected to obtain this license within an agreed amount of time to be discussed with the hiring manager. 

Salary Range: 55,000-83,900

Discretionary Performance Bonus: 5-10% of base salary based on individual and company performance.
 

Company Perks/Benefits: 

  • Performance Bonuses 
  • Stock Purchase Options 
  • 401k Plan 
  • Medical/Dental/Vision Benefits 
  • Continued Education Support 
  • 20 Paid Vacation Days (plus an additional paid vacation day the month of your birthday!) 
  • 10 Paid Sick Days 
  • Gym Membership Reimbursement 
  • Commuter Benefits 
  • Pet Insurance 
  • Wellness & Mental Health Programs 
  • Charitable Donation Matching 
  • Two Paid Volunteer Days Off 
  • Daily catered lunch when in the office 
  • Full kitchen with snacks and beverages 
  • In-building gym 
  • Shuttle to/from Metra 
  • Office located in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars
 
About IGNA + tasty
IG North America is home to tastytrade, tastylive, and tastyfx-a family of brands built to democratize trading and empower individual investors. Founded in Chicago by the creators of thinkorswim, acquired by London-based IG Group in 2021, we combine startup innovation with the backing of a FTSE 100 fintech operating across five continents serving over 1.3m customers and handling billions of dollars in transactions - built on scale, trust, and proof.

From our headquarters in Chicago's Fulton Market, our team builds award-winning trading platforms, produces live financial education content daily, and creates technology that makes complex markets accessible. tastytrade is our retail brokerage for self-directed investing and trading, with tastylive providing content to educate our customers. tastyfx is the fastest-growing forex broker in the US.

We're a lean, collaborative team that values autonomy, pragmatism, and impact. Whether you're building technology, creating content, serving customers, or supporting operations, you'll work alongside people who are passionate about disrupting traditional finance and genuinely care about helping traders succeed. Our culture rewards initiative, embraces experimentation, and measures success by the value we create for our users. The bar is high - bring a curious and forward-thinking mindset and we'll give you the platform to define what comes next. Join us at IG|tasty - the future gets built here.
Location:Our office is in the West Loop - Chicago's growing center of tech, great cuisine, and high-end bars.
tastytrade | tastylive | tastyfx 
1330 W Fulton Market, Chicago, IL 60607

*Don't meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they have every single qualification. Our team is dedicated to building a diverse, inclusive, and authentic workplace, so if you're excited about this role, but your experience doesn't align perfectly, we encourage you to apply anyway. You may be just the right candidate for this or other roles!

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