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Client Relationship Associate Jobs in Spring Branch, TX

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Fixed Assets Associate

San Antonio, TX

$13/hr

Fixed Assets Associate Job Location: SAN ANTONIO TX 78249 Job Duration: 12+ Months Rate: $13.00/Hr ... client relationship management. Additional Information Namratha Gandavarapu Sr. Recruiter Direct ...

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All JobsClient Relationship Associate JobsClient Relationship Associate Jobs in Spring Branch, TX

Client Relationship Associate information

See Spring Branch, TX salary details

$21.2K

$40K

$56.9K

How much do client relationship associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for client relationship associate in Spring Branch, TX is $39,969.00, according to ZipRecruiter salary data. Most workers in this role earn between $34,000.00 and $42,400.00 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.
What cities near Spring Branch, TX are hiring for Client Relationship Associate jobs? Cities near Spring Branch, TX with the most Client Relationship Associate job openings:
Client Relationship Associate jobs near you
Relationship Associate II- Wealth Management

Relationship Associate II- Wealth Management

Broadway Bank

San Antonio, TX • On-site

$36K - $45K/yr

Full-time

Vision, Retirement, PTO

Posted 13 days ago

Job description

Position: Relationship Associate II- Wealth Management Division: Wealth Mgmt Services
WorkDays:Monday - Friday Hours of Operation:8:00 AM - 5:00 PM
Why Broadway Bank:
We are one of thelargest independently owned banks in Texas with offerings in personal andprivate banking, wealth management, business banking and mortgage lending.
Position Overview:
The RelationshipAssociate II - Wealth Management provides comprehensive administrative supportto ensure client satisfaction and retention. This client-facing role involvesworking closely with internal and external partners to address and resolveclient issues promptly and effectively.
Essential Functions:
  • Provide administrative support for Wealth Advisors by reviewing authority documents to complete new account set-up.
  • Complete new account checklist, and provide necessary information to Wealth Management Operations for setting up new assets, including transfer instructions and documentation for cost basis, market value, and acquisition date.
  • Conduct research with clients, brokers, and transfer agents to determine the cost basis of assets.
  • Maintain client contact information and correspondence records.
  • Retain client correspondence and pertinent documents for account records.
  • Review daily cash sheet to anticipate client cash needs and avoid overdrafts.
  • Complete account closings in accordance with the account closing checklist.
  • Ensure compliance with applicable policies, procedures, and regulations.
  • Assist with special projects such as bulk mailings and dissemination of tax information.
  • Receive client requests for information, assistance, and distributions, including Wealth Management Online.
  • Review, approve, and process routine bill payments from client accounts.
  • Respond to and resolve routine client inquiries and service issues.
  • Contact internal partners to address issues and ensure prompt resolution.
  • Serve as a back-up to designated associates and advisors for administrative support.
  • Serve as a back-up to the receptionist, answering telephone calls and assisting clients.
  • Assist in all areas of Wealth Management as requested.
  • Assist in developing and writing procedures for relationship associate functions.
  • Participate in Wealth Management projects as needed.
  • This position may require travel within the Bank's geographic area.

Experience and Education:
  • A minimum of five years of full-time employment in trust or estate administration or operations.
  • A four-year college degree or equivalent estate/trust work experience.

Skills & Qualifications:
  • Strong proficiency with Microsoft Office products.
  • Exceptional client service skills with a positive attitude.
  • Excellent interpersonal, verbal, and written communication skills.
  • Ability to multi-task and work independently with minimal supervision.
  • Team-oriented with the ability to provide support for others.
  • Strong problem-solving skills and the ability to handle complex client issues.
  • Knowledge of trust and estate administration processes and regulations.
  • Ability to maintain confidentiality and handle sensitive information.

Other Requirements:
  • Demonstrated ability to work effectively with internal and external partners.
  • Commitment to ongoing professional development and education in trust and estate administration.
  • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as 10 lbs. on a regular basis and/or for extended periods of time during the workday.
  • Occasional overtime or extended hours may be required.

We're a culture that offers resources to benefit your overallhealth and well-being...
  • Career Development and Mentorship Programs
  • Generous paid time off, minimum 4 weeks
  • Employee recognition, awards, and events
  • Free vision insurance
  • Retirement matching
  • Tuition reimbursement

This job description is not designed to be a comprehensive listing of duties, responsibilities, or activities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Broadway Bank is proud to be an EqualOpportunity Employer. Broadway Bank is a drug-free andtobacco-free workplace, with a nicotine-free hiring policy. All qualified applicantswill receive consideration for employment without regard to race, color, sex,sexual orientation, gender identity, religion, national origin, disability,veteran status, or other legally protected status.
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