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Client Relationship Associate Jobs (NOW HIRING)

Relationship Associate - Gresham, OR Full-Time | Contract (Potential Contract-to-Hire) Employer: LHH Recruitment Solutions Overview LHH is seeking a Relationship Associate to support dealership ...

Relationship Associate - Gresham, OR Full-Time | Contract (Potential Contract-to-Hire) Employer: LHH Recruitment Solutions Overview LHH is seeking a Relationship Associate to support dealership ...

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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.

What is the work of client relationship associate?

A client relationship associate is responsible for managing and maintaining positive relationships with clients, addressing their needs, and ensuring customer satisfaction. They often handle communication, provide support, and may use CRM tools to track interactions. Strong communication and problem-solving skills are essential for this role.

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 job makes 10,000 a month without a degree?

A Client Relationship Associate can potentially earn $10,000 or more per month through commissions, bonuses, and performance incentives, especially in sales-driven environments. Success in this role often depends on strong communication skills, industry knowledge, and building long-term client relationships, with some positions offering high earning potential without requiring a degree.

Is being an RM a stressful job?

A Client Relationship Associate role can be stressful due to managing client expectations, meeting sales or service targets, and handling complex issues. The job often requires strong communication skills, organization, and the ability to work under pressure, which can contribute to stress levels depending on workload and environment.

What does a client relationship associate do?

A client relationship associate manages interactions with clients to ensure satisfaction and retention. They handle communication, address client needs, and support account management using tools like CRM software. Strong communication and problem-solving skills are essential for this role.
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:
What states have the most Client Relationship Associate jobs? States with the most job openings for Client Relationship Associate jobs include:
Key Private Bank Client Relationship Associate

Key Private Bank Client Relationship Associate

KeyBank

Dayton, OH • On-site

$25 - $38.46/hr

Full-time

Posted 3 days ago


KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 89 frontline employees who took The Breakroom Quiz

38th of 141 rated banks


Job description

Location:
130 W 2nd Street, Suite 1950, Dayton Ohio
Job Summary
The Client Relationship Associate (CRA) supports the KPB Relationship Manager and field team to manage their client book, grow, expand and retain client relationships. The CRA will be an active member of the relationship team accountable for efficient client onboarding, proactive outreach and providing top-tier service. The CRA identifies and anticipates client needs and supports KPB team members throughout the sales and client experience process.
Essential Functions
  • Prepare and participate in the development of sales presentations, annual wealth reviews, and other materials for client meetings.
  • Support the field teams by scheduling internal and external meetings (Pre / Post Call team meetings and Client Meetings) and attends (when possible) and contributes to market huddles /pods.
  • Owns follow up after client meetings on takeaways and next steps.
  • Understand (or willingness to learn) the KPB sales process and available tools and resources to assist the team with opportunities to grow revenue.
  • Coordinate the relationship team around the new client onboarding process, including supporting Relationship Manager with IM&T new account opening data entry, adding new clients to Wealth Direction (WD), and providing client and advisor support in leveraging WD in client activities.
  • Primary responsibility for opening new deposit accounts and onboarding as well as Lending operations (ROE calculation, underwriting support, and ordering closing documents.
  • Coordinate officer transitions when team members transition on or off the KPB sales team.
  • Maintenance of the Customer Relationship Management System (Salesforce) and the ability to leverage the system for data quality and to update client / prospect information. Support RM with Salesforce Data Entry as needed.
  • Identify opportunities to retain and expand relationships. Gather information from the client and consult with the KPB Officer.
  • Assist relationship team in client contact strategy (inviting clients to events, sending whitepapers, meeting follow-ups, etc.) and proactive client outreach (regarding eligible products, scheduling relationship reviews, and identifying opportunities).
  • Educate clients on digital or alternative resources, such as contact center support, wire transfer agreements, online mobile banking, mobile deposits, online transfers and bill pay, online statements, disputing a transaction etc.
  • Provide financial planning support to both advisors (data collection/input, etc.) and clients (providing technical support and assistance when clients need guidance).
  • Proactively look for opportunities to improve client experience (identify pain points, gaps, process improvements) and escalate client issues as needed.
  • Works with team to plan and manage client events, attending as needed.
  • Adopt and fully leverage centralized service task queue (Salesforce Task Queue) to direct service-related work away from field and to Client Service Associates. This includes submitting service tasks to the Task Queue as well as encouraging field teams to right channel service work directly to the Task Queue.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • Bachelor's Degree or equivalent experience (preferred)

Work Experience
  • Minimum of 3 years related work experience or equivalent combination of work/educational background (required)

Skills
  • General knowledge of financial services and wealth management.
  • Demonstrated proficiency and effectiveness in client service skills (including handling client/prospect and Center of Influence (COI) inquiries and relationships), communication skills (including verbal, phone and written), and problem resolution skills.
  • Ability to exercise discretion due to accessing and handling highly sensitive information.
  • Ability to learn and use proprietary software, databases, and systems.
  • Proficient in all Microsoft Office Applications.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and sustain proficiency in identified Leadership Competencies.

Physical Demands
  • General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel
  • Occasional travel to include overnight stay.

COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $25.00 - $38.46 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 06/12/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849