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Client Relationship Associate Jobs (NOW HIRING)

Vanguard Group

Client Relationship Associate

Charlotte, NC · On-site

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and ...

Vanguard Group

Client Relationship Associate

Malvern, PA · On-site

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and ...

Vangard, Inc.

Client Relationship Associate

Malvern, PA

$74K - $77K/yr

As a Client Relationship Associate, you will: * Partner with our clients via inbound phone calls to assist them with a wide range of financial inquiries, from account maintenance to identifying and ...

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How much do client relationship associate jobs pay per year?

As of Jun 10, 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 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.
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Client Relationship Associate jobs near you
Client Relationship Associate

Client Relationship Associate

Apollon Wealth Management

Newtown, PA • On-site

$37K - $46K/yr

Full-time

Posted 19 days ago

Job description

Client Relationship Associate
Reports to: Relationship Manager(s)
Status: Exempt
As a Client Relationship Associate Apollon Wealth Management, you will play a pivotal role in delivering top-notch wealth management services to our valued clients and financial advisors.
 Responsibilities:
  • Provide back-office support for investment operations and assist with client accounts from opening to ongoing servicing, including setting up accounts, collecting documents, and offering general support to advisors, relationship managers, and clients.
  • Document and track tasks to completion and provide updates to Advisors.
  • Answer client calls and general phone and email inquiries.
  • Perform follow-up tasks based on client meetings and inquiries as delegated by Advisors.
  • Collaborate with advisors, back office staff, and other team members to provide a seamless and exceptional experience.
  • Ensure all activities and processes conform to regulatory requirements and internal compliance standards, maintaining professionalism and integrity in all interactions.
  • Maintain office organization and efficient office operations by managing supplies and inventory.

Skills and Experience:
  • 3+ years recent industry experience (preferred)
  • Familiarity with Salesforce (preferred)
  • Knowledge of custodial platforms, specifically Fidelity (preferred)
  • Experience with Microsoft Suite Applications (required)
  • Excellent interpersonal and communication skills
  • Strong organizational and multitasking abilities
  • Dedication to maintaining client confidentiality and trust

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