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Customer Relationship Associate Jobs in New York

Overview This role is HYBRID in NYC We're seeking an Associate of CRM & Lifecycle , who is passionate about customer engagement, loyalty, lifecycle marketing, and data-driven decision making. This ...

THE POSITION Our roster has an opening with your name on it FanDuel is looking for a CRM Operations Associate to help execute our CRM communication strategy and marketing initiatives. You will play a ...

THE POSITION Our roster has an opening with your name on it FanDuel is looking for a CRM Operations Associate to help execute our CRM communication strategy and marketing initiatives. You will play a ...

We are looking for an Associate, CRM Operations for our New York City office who will support the Investor Relations function of our affiliate MONTICELLOAM, LLC, a registered investment adviser with ...

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Showing results 1-20

Customer Relationship Associate information

See New York salary details

$27.4K

$51.5K

$73.3K

How much do customer relationship associate jobs pay per year?

As of Sep 1, 2026, the average yearly pay for customer relationship associate in New York is $51,517.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,800.00 and $54,700.00 per year, depending on experience, location, and employer.

What does a customer relationship associate do?

A Customer Relationship Associate is responsible for building and maintaining positive relationships with clients or customers. They handle inquiries, resolve issues, and provide information about products or services. Their goal is to ensure customer satisfaction, encourage loyalty, and support the overall growth of the company by delivering excellent service. They often communicate with customers via phone, email, or in-person, and may also assist with account management and feedback collection.

What are the key skills and qualifications needed to thrive as a customer relationship associate?

To thrive as a Customer Relationship Associate, you need strong communication skills, a customer-focused mindset, and typically a bachelor's degree in business or a related field. Familiarity with CRM software such as Salesforce, MS Office Suite, and ticketing systems is commonly required. Exceptional interpersonal skills, problem-solving abilities, and patience help you stand out in managing diverse client needs. These competencies are crucial for building lasting client relationships, ensuring customer satisfaction, and supporting business growth.

What are some common challenges faced by customer relationship associates, and how can they be addressed?

Customer Relationship Associates often encounter challenges such as managing high volumes of customer inquiries, dealing with difficult clients, and balancing administrative tasks with relationship-building efforts. Developing strong communication and problem-solving skills can help address these challenges, as well as staying organized and using CRM tools efficiently. Regular training and collaborating closely with team members also support effective handling of complex situations and continuous improvement in customer service.

What is the difference between Customer Relationship Associate vs Customer Service Representative?

AspectCustomer Relationship AssociateCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles prefer customer service or sales experienceHigh school diploma or equivalent; customer service experience often preferred
Work EnvironmentOffice settings, client-facing roles, sales environmentsCall centers, retail, office settings, customer support centers
Employer & Industry UsageBanking, insurance, retail, telecommunicationsRetail, telecom, hospitality, tech support
Common Search & Comparison IntentUnderstanding roles involving client engagement and relationship buildingCustomer support and issue resolution

The main difference is that a Customer Relationship Associate focuses on building and maintaining long-term client relationships, often involving sales and personalized service. In contrast, a Customer Service Representative primarily handles customer inquiries, complaints, and support issues. Both roles require strong communication skills and customer-focused credentials, but their daily tasks and objectives differ based on relationship management versus support functions.

Is a customer relationship associate an entry level job?

A customer relationship associate is often considered an entry-level position that typically requires good communication skills and basic customer service experience. Many employers provide on-the-job training, making it accessible to candidates without extensive prior experience.

Is customer relationship associate a stressful job?

Customer Relationship Associates often handle customer inquiries, resolve issues, and maintain client satisfaction, which can be demanding during busy periods or when managing difficult customers. The job may involve multitasking and meeting performance targets, but stress levels vary depending on the work environment and individual skills. Proper training and support can help manage workload-related stress.

What are the most commonly searched types of Customer Relationship jobs in New York?

The most popular types of Customer Relationship jobs in New York are:

What cities in New York are hiring for Customer Relationship Associate jobs?

Cities in New York with the most Customer Relationship Associate job openings:

Infographic showing various Customer Relationship Associate job openings in New York as of August 2026, with employment types broken down into 79% Full Time, 19% Part Time, and 2% Contract. Highlights an 87% Physical, 1% Hybrid, and 12% Remote job distribution, with an average salary of $51,517 per year, or $24.8 per hour.

Relationship Associate - Public Sector Banking

Citigroup, Inc.

New York, NY • On-site

$129K - $194K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago


Citibank rating

8.4

Company rating: 8.4 out of 10

Based on 179 frontline employees who took The Breakroom Quiz

39th of 174 rated banks


Job description

The Relationship Associate will be responsible for supporting the Public Sector Banking team and its clients with various types of financial transactions across Citi's Banking, Markets, and Services businesses. The Relationship Associate will play an important intermediary role between clients and various groups within Citi and must act as a client advocate while holding partners accountable to deliver with high standards. The goal of this position is to deliver the best client experience while identifying cross-sell opportunities and deepening client relationships. The Relationship Associate will be guided by the Public Sector Banking Parent Account Managers (PAMs) and the Public Sector Banking Leadership team.
Description of Role & Responsibilities
  • Deliver the highest degree of client satisfaction through day-to-day execution and client interactions guided by the Parent Account Managers (PAMs)
  • Identify cross-sell opportunities across Banking, Markets, and Services leveraging all client interactions and converting challenges to opportunities
  • Develop deep knowledge of the client and their finance/banking operations to advocate for their needs within the Citi network and contribute to the sales process and sales deal teams
  • Build working relationships with all internal, front, middle and back-office stakeholders and external stakeholders to ensure timely delivery, support, and problem resolution for client needs
  • Lead timely escalations with internal stakeholders to break down silos and remove barriers to execution
  • Become expert in navigating Citi processes and systems and apply a Public Sector lens to ensure the unique needs of our sector are met
  • Master Opus, CRM, and all relevant pipeline systems to enter and manage opportunities and deals in the relevant systems
  • Monitor and track pipeline to assist Parent Account Managers (PAMs) with overall sales process
  • Contribute to the sales process, proposals, content for client meetings, and RFP responses
  • Ensure strong governance on mapping/marketing hierarchies to ensure revenues earned from all products are reflected accurately
  • Assist Bankers with the preparation of account plans, relationship reviews and briefings
  • Facilitate credit originations, credit allocation, approvals, documentation, bookings, fee collections and renewals across various contracts, as well as credit allocation from Parent Account Managers (PAMs) and Credit Risk Management
  • Perform financial and operational investigations, including cash management and trade services, credit, foreign exchange - ensuring timely resolution and client satisfaction
  • Work with relevant colleagues to perform various due diligence activities including onboarding, Know Your Client (KYC) requirements, including timely origination, monitoring, renewals and completion across all product and hierarchy/marketing levels
  • Serve as main point of contact for Citi's cross-functional units such as KYC-AML and Credit Operations to ensure compliance with regulatory and credit-related legal requirements
  • Appropriately assess risk, demonstrate consideration for the firm's reputation and safeguarding Citi, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Skills & Competencies:
  • Passion for client service, selling, and dedication to delivering the best results on every project
  • Consistently demonstrate strong execution, follow-up, and organizational skills
  • Clear and concise written and verbal communication
  • Proven planning, negotiation and analytical skills
  • Strong aptitude for problem-solving, intellectual curiosity, confidence/judgment in challenging situations
  • Interest in Public Sector and geopolitics, with proficiency in macroeconomic, regulatory and industry trends shaping the needs of public sector clients
  • Credit skills/experience (i.e., financial accounting, loan structuring, etc.) preferred
  • Comprehensive knowledge of treasury models and philosophies (funding model, cash management strategy, decision making, wallet sharing, etc.)
  • Understanding of Banking, Markets, and Services products
  • Comprehensive knowledge of support, credit, and legal documentation requirements (e.g. Letters of Comfort, parent guarantees, LC's, ISDA/CSA, Short Term Loan agreements, Cards Agreements, etc.)

Qualifications:
  • 6-10 years of relevant work experience
  • Bachelor's degree or equivalent experience, preferred degree in Economics, Finance, Business Administration, or political science/international affairs

#LI-RA
Job Family Group:
Institutional Banking
Job Family:
Corporate Banking
Time Type:
Full time
Primary Location:
New York New York United States
Primary Location Full Time Salary Range:
$129,840.00 - $194,760.00
In addition to salary, Citi's offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
Most Relevant Skills
Please see the requirements listed above.
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
Anticipated Posting Close Date:
Sep 12, 2026
Automated Processing and AI
We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.
Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.
Illinois residents - AI Notice and Right
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi's EEO Policy Statement and the Know Your Rights poster.

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About Citigroup Inc

Sourced by ZipRecruiter

We live in an increasingly complex world. Companies these days are either born global or are going global at record speed. Business and geopolitics are forging an entirely new dynamic and consumers now expect financial services to be a seamless part of their digital lives. Citi is a bank that’s uniquely positioned for this moment. Through our vast global network and our on-the-ground expertise, we can connect the dots, anticipate change and empathize the needs of our clients and customers in ways that other banks simply cannot. Citi's mission is to serve as a trusted partner to our clients by responsibly providing financial services that enable growth and economic progress. We have set expectations for how we must act to bring our mission to life. These expectations are at the heart of our Leadership Principles – we take ownership, we deliver with pride and we succeed together.

Industry

Banking and credit intermediation

Company size

5,001 - 10,000 Employees

Headquarters location

New York City, NY, US