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Client Relationship Associate Jobs (NOW HIRING)

Ceritypartners

Client Relationship Associate

Chicago, IL · On-site

$60K - $75K/yr

The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in ...

AO Globe Life

Client Relationship Associate

Kansas City, MO · On-site +1

$90K - $119K/yr

AO Globe Life is hiring Client Relationship Associates to connect with prospective clients and provide education around life, accident, and supplemental health insurance solutions. This role is a ...

Cerity Partners

Client Relationship Associate

Chicago, IL · On-site

$60K - $75K/yr

The Client Relationship Associate is the operational engine of the Retirement Plan Consulting (RPC) practice. The CRA coordinates the delivery of services for clients and assists our consultants in ...

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Client Relationship Associate information

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$25K

$47.1K

$67K

How much do client relationship associate jobs pay per year?

As of Sep 5, 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 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 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 skills are needed for a client relationship associate?

A client relationship associate needs strong communication and interpersonal skills to build and maintain client trust. They should have good organizational abilities, problem-solving skills, and proficiency with customer relationship management (CRM) software. Attention to detail and the ability to handle multiple tasks are also important for success in this role.
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Client Relationship Associate jobs near you
Infographic showing various Client Relationship Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 11% Part Time, and 6% Contract. Highlights an 78% Physical, 3% Hybrid, and 19% Remote job distribution, with an average salary of $47,089 per year, or $22.6 per hour.

Client Relationship Associate

Bartlett Wealth Management

Cincinnati, OH • On-site

$38K - $48K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 3 days ago

Key responsibilities

  • Act as the primary point of contact for clients, addressing inquiries and concerns.

  • Assist with new client onboarding, including opening accounts, establishing client portal access, and managing account transfers and documents.

  • Manage client information within the CRM, maintaining profiles, information, and activities.

Job description

This position is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth. 

The ideal associate will:

  • Act as the primary point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Assist with all facets of new client onboarding including opening accounts, establishing client portal access, and managing account transfers and documents.
  • Manage client information within the CRM.  Maintaining clients’ profiles, information, and activities.
  • Establish and nurture strong relationships with clients.
  • Resolve and troubleshoot client issues promptly and effectively.
  • Inform clients about new products and services.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and investment managers, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate meeting materials with Client Communications Associate.
  • Utilize Bartlett’s compliance software to ensure proper recordkeeping.
  • Work with internal teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while diligently maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 5 - 7 years of relevant work experience, preferably in the financial services/investment management industry.
  •  Bachelor’s degree from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.   
  • Experience with CRM software (Practifi/Salesforce experience preferred), electronic document repositories.
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

Bartlett offers a competitive and comprehensive benefits package including 401(k) match, profit sharing, attractive health care coverage, dental, vision, flexible spending accounts, life insurance, disability coverage, professional development assistance, ample paid time off and a hybrid work schedule.

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