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Client Relationship Associate Jobs (NOW HIRING)

Milestone Wealth Management

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Client Relationship Associate

Burlington, NC · On-site

$35K - $45K/yr

Milestone Wealth Management is seeking a friendly, organized, and client-focused Client Relationship Associate to join our growing team. The person in this role plays a key part in delivering an ...

New

Milestone Wealth Management

Be Seen First

Client Relationship Associate

Burlington, NC · On-site

$35K - $45K/yr

Milestone Wealth Management is seeking a friendly, organized, and client-focused Client Relationship Associate to join our growing team. The person in this role plays a key part in delivering an ...

New

Broadridge

Client Relationship Associate

Kansas City, MO

$60K - $65K/yr

We are looking for a Client Relationship Associate to join our team. In this role, you will support the client service team in delivering a positive experience for our clients. You will help with day ...

LPL Financial

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Client Relationship Associate

Saint Petersburg, FL · On-site

$40K - $75K/yr

Track critical administrative deadlines across a large client base * Enforce Compliance & Record Keeping * Maintain compliant files using our central CRM software system * Review all documentation ...

KSI

Senior Client Relationship Associate

Coralville, IA · On-site

$36K - $45K/yr

Senior Client Relationship Associate Location: Coralville, IA | On-site A well-established, relationship-driven wealth management practice in the Coralville area is seeking a Senior Client ...

KSI

Senior Client Relationship Associate

Coralville, IA

$36K - $45K/yr

Senior Client Relationship Associate Location:Coralville, IA | On-site A well-established, relationship-driven wealth management practice in the Coralville area is seeking a Senior Client ...

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All JobsClient Relationship Associate Jobs

Client Relationship Associate information

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$25K

$47.1K

$67K

How much do client relationship associate jobs pay per year?

As of Jul 22, 2026, the average yearly pay for client relationship associate in the United States is $47,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $50,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Relationship Associate, and why are they important?

To thrive as a Client Relationship Associate, you need strong interpersonal skills, a customer service mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific platforms is often required. Outstanding communication, problem-solving abilities, and attention to detail help you build trust and effectively address client needs. These skills are vital for maintaining client satisfaction, ensuring retention, and supporting business growth.

How does a Client Relationship Associate typically collaborate with other departments to ensure client satisfaction?

Client Relationship Associates frequently work with teams such as sales, account management, and customer support to deliver a seamless client experience. They often act as the main point of contact for clients, relaying feedback and requests to appropriate internal teams. This requires clear communication, prompt follow-up, and a proactive approach to resolving any issues. Building strong internal relationships helps them advocate effectively for client needs and ensures that clients receive timely, accurate information.

What does a client relations associate do?

A client relations associate manages communication and builds relationships with clients to ensure satisfaction and retention. They handle inquiries, resolve issues, and support account management using tools like CRM software, often working in a fast-paced environment. Strong communication and problem-solving skills are essential for this role.

Is a CSA job stressful?

A Client Relationship Associate (CSA) role can be stressful due to the need to manage client expectations, handle complaints, and meet performance targets. The job often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, especially during busy periods or high-demand situations.

What does a customer relations associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and foster long-term relationships. They handle inquiries, resolve issues, and communicate company services, often using CRM tools and maintaining professional communication skills. Their role supports customer retention and business growth.

How much does a client relationship associate make at Bank of America?

A Client Relationship Associate at Bank of America typically earns an average salary ranging from $40,000 to $55,000 annually, depending on experience and location. Compensation may also include bonuses and benefits, and the role often requires strong communication and customer service skills.

What does a Client Relationship Associate do?

A Client Relationship Associate is responsible for building and maintaining positive relationships with clients on behalf of a company. They serve as a key point of contact, addressing client inquiries, resolving issues, and ensuring a high level of customer satisfaction. Their role often involves coordinating with internal teams to meet client needs, providing updates, and identifying opportunities to strengthen client relationships. Effective communication, problem-solving skills, and a customer-focused mindset are essential for success in this position.
More about Client Relationship Associate jobs
What cities are hiring for Client Relationship Associate jobs? Cities with the most Client Relationship Associate job openings:
What are the most commonly searched types of Client Relationship jobs? The most popular types of Client Relationship jobs are:
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Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,089 per year, or $22.6 per hour.
Client Relationship Associate

Client Relationship Associate

Milestone Wealth Management

Burlington, NC • On-site

$35K - $45K/yr

Full-time

Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

Milestone Wealth Management is seeking a friendly, organized, and client-focused Client Relationship Associate to join our growing team. The person in this role plays a key part in delivering an exceptional client experience by serving as a primary point of contact, supporting client relationships, and ensuring every interaction reflects our commitment to personalized service.

Working closely with the Client Relationship Manager, the Client Relationship Associate will help coordinate client communications, facilitate onboarding, and provide administrative support to serve clients with excellence. The ideal candidate is professional, dependable, detail-oriented, and genuinely enjoys helping others.

Key Responsibilities

  • Create a warm, welcoming experience for clients, guests, and prospective clients
  • Serve as a point of contact for client inquiries and incoming phone calls
  • Schedule appointments and coordinate client communications
  • Responsible for client onboarding to ensure a smooth, organized transition process
  • Maintain accurate client records and update CRM information
  • Assist with client service requests and follow-up activities
  • Prepare, organize, and manage client documents and correspondence
  • Handle incoming and outgoing mail, scanning, filing, and document management
  • Work closely with and provide day-to-day support to the Client Relationship Manager
  • Protect confidential client information with professionalism and discretion
  • Contribute to a positive, service-oriented team environment

Qualifications

  • Bachelor's degree
  • Previous client service, administrative, receptionist, or relationship management experience preferred
  • Strong proficiency in Microsoft Office Suite, particularly Outlook, Word, and Excel
  • Excellent communication and interpersonal skills
  • Strong organizational, multitasking, and time-management abilities
  • Exceptional attention to detail and accuracy
  • Ability to learn new technology, software, and processes quickly
  • Positive attitude and genuine commitment to delivering outstanding client service

Preferred Qualifications

  • Experience with Salesforce CRM
  • Microsoft Excel certification
  • Experience in financial services or a professional services environment
  • Holds a Series 66 License
  • Resides in Alamance County