Client Relationship Associate
$39K - $48K/yr
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate ... Customer Relationship Management (CRM) Proficiency: Experience in using CRM tools (particularly ...
$39K - $48K/yr
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate ... Customer Relationship Management (CRM) Proficiency: Experience in using CRM tools (particularly ...
$39K - $48K/yr
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate ... Customer Relationship Management (CRM) Proficiency: Experience in using CRM tools (particularly ...
Alpharetta, GA · On-site
$39K - $48K/yr
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate ... Experience in using CRM tools (particularly Salesforce) to track client interactions and data is ...
Alpharetta, GA · On-site
$39K - $48K/yr
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate ... Experience in using CRM tools (particularly Salesforce) to track client interactions and data is ...
Smyrna, GA · On-site
$22 - $25/hr
Associate's or Bachelor's degree preferred. Experience * 2+ years of CRM, customer service, sales support, healthcare administration, or related experience. * Experience with CRM platforms such as ...
Quick apply
Smyrna, GA · On-site
$22 - $25/hr
Associate's or Bachelor's degree preferred. Experience * 2+ years of CRM, customer service, sales support, healthcare administration, or related experience. * Experience with CRM platforms such as ...
Norcross, GA · On-site
$37K - $46K/yr
Elevating Relationships. We connect deeply with our customers - celebrating their wins and ... We are seeking a Relationship Associate with experience in managing accounts, analyzing data ...
Norcross, GA · On-site
$37K - $46K/yr
Elevating Relationships. We connect deeply with our customers - celebrating their wins and ... We are seeking a Relationship Associate with experience in managing accounts, analyzing data ...
Elevating Relationships. We connect deeply with our customers - celebrating their wins and ... We are seeking a Relationship Associate with experience in managing accounts, analyzing data ...
Elevating Relationships. We connect deeply with our customers - celebrating their wins and ... We are seeking a Relationship Associate with experience in managing accounts, analyzing data ...
With our unique expertise in consumer engagement, CRM, and commerce, Publicis Digital Experience ... Associate Directors sell through visions and strategic programs to clients, working with the ...
With our unique expertise in consumer engagement, CRM, and commerce, Publicis Digital Experience ... Associate Directors sell through visions and strategic programs to clients, working with the ...
Atlanta, GA · On-site
As an Associate Director, CRM Analytics, you will help lead measurement, reporting, testing, and insight development for customer marketing programs across CRM channels. This role is ideal for ...
Atlanta, GA · On-site
As an Associate Director, CRM Analytics, you will help lead measurement, reporting, testing, and insight development for customer marketing programs across CRM channels. This role is ideal for ...
Atlanta, GA · On-site
$55 - $60/hr
Power Platform Developer Associate (PL-400). * Microsoft Certified: Dynamics 365 Developer ... customer success.
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Atlanta, GA · On-site
$55 - $60/hr
Power Platform Developer Associate (PL-400). * Microsoft Certified: Dynamics 365 Developer ... customer success.
Atlanta, GA · On-site
$55 - $60/hr
Dynamics 365 Developer Associate. PL-600 or MB-600 for solution architecture roles. Benefits Our ... customer success.
Atlanta, GA · On-site
$55 - $60/hr
Dynamics 365 Developer Associate. PL-600 or MB-600 for solution architecture roles. Benefits Our ... customer success.
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex ... Proven success leveraging Dynamics 365 CRM or ERP (D365, 2013, 2011 or 4.0 systems/core, external ...
As a Senior Associate, you'll work as part of a team of problem solvers, helping to solve complex ... Proven success leveraging Dynamics 365 CRM or ERP (D365, 2013, 2011 or 4.0 systems/core, external ...
Atlanta, GA · On-site
$14 - $19.25/hr
Customer Service Associate I'm looking for a Customer Service Associate to join a client-focused ... relationships. Perfect for someone: *who enjoys helping people *stays calm under pressure *detail ...
Atlanta, GA · On-site
$14 - $19.25/hr
Customer Service Associate I'm looking for a Customer Service Associate to join a client-focused ... relationships. Perfect for someone: *who enjoys helping people *stays calm under pressure *detail ...
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of customer accounts. This role emphasizes proactive account management, quarterly reviews, and ...
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of customer accounts. This role emphasizes proactive account management, quarterly reviews, and ...
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of customer accounts. This role emphasizes proactive account management, quarterly reviews, and ...
The Relationship Development Associate (RDA) is responsible for managing a dedicated portfolio of customer accounts. This role emphasizes proactive account management, quarterly reviews, and ...
Kennesaw, GA · On-site
$30K - $56K/yr
... interactions in our customer relationship database * Identify and document resolution to ... Minimum: * Associates Degree a business-related field OR equivalent Customer Service work ...
Kennesaw, GA · On-site
$30K - $56K/yr
... interactions in our customer relationship database * Identify and document resolution to ... Minimum: * Associates Degree a business-related field OR equivalent Customer Service work ...
Atlanta, GA · On-site
$24/hr
... associate degree with relevant experience * Strong written and verbal communication skills ... a CRM with the ability to independently operate efficiently within multiple and sometimes ...
Atlanta, GA · On-site
$24/hr
... associate degree with relevant experience * Strong written and verbal communication skills ... a CRM with the ability to independently operate efficiently within multiple and sometimes ...
Atlanta, GA · On-site
$14 - $19.25/hr
Associate Customer Experience Specialist Location: This role is fully onsite at our Atlanta, GA ... This includes systems like CRM, background check databases, call center technology, and ...
Atlanta, GA · On-site
$14 - $19.25/hr
Associate Customer Experience Specialist Location: This role is fully onsite at our Atlanta, GA ... This includes systems like CRM, background check databases, call center technology, and ...
Atlanta, GA · On-site
$50K - $140K/yr
... Associate & Summary The Opportunity As a CTIO - Activation & Customer Success - Experienced ... Within our Internal Firm Services practice, you will focus on building strong client relationships ...
Atlanta, GA · On-site
$50K - $140K/yr
... Associate & Summary The Opportunity As a CTIO - Activation & Customer Success - Experienced ... Within our Internal Firm Services practice, you will focus on building strong client relationships ...
Decatur, GA · On-site +1
$12 - $14/hr
As an Inbound Sales Associate you will also be given access to our state of the art CRM software to keep details at hand. Additionally, managers/sales support provide realtime sales coaching/feedback ...
Decatur, GA · On-site +1
$12 - $14/hr
As an Inbound Sales Associate you will also be given access to our state of the art CRM software to keep details at hand. Additionally, managers/sales support provide realtime sales coaching/feedback ...
Be Seen First
Atlanta, GA · On-site
$20/hr
Associate degree in Business or related field * Proficiency with CRM software and helpdesk platforms * Strong communication and active listening skills * Excellent problem-solving and conflict ...
Quick apply
Be Seen First
Atlanta, GA · On-site
$20/hr
Associate degree in Business or related field * Proficiency with CRM software and helpdesk platforms * Strong communication and active listening skills * Excellent problem-solving and conflict ...
Douglasville, GA · On-site
$41K - $49K/yr
The purpose of this role is to create meaningful personal connections with customers while ... Other factors which directly impact pay for individual associates include: experience, skills ...
New
Douglasville, GA · On-site
$41K - $49K/yr
The purpose of this role is to create meaningful personal connections with customers while ... Other factors which directly impact pay for individual associates include: experience, skills ...
New
$24K - $27.7K
0% of jobs
$27.7K - $31.4K
2% of jobs
$31.4K - $35.1K
7% of jobs
$38.4K is the 25th percentile. Wages below this are outliers.
$35.1K - $38.7K
17% of jobs
The median wage is $41.9K / yr.
$38.7K - $42.4K
27% of jobs
$42.4K - $46.1K
18% of jobs
$47.2K is the 75th percentile. Wages above this are outliers.
$46.1K - $49.7K
12% of jobs
$49.7K - $53.4K
6% of jobs
$53.4K - $57.1K
5% of jobs
$57.1K - $60.8K
3% of jobs
$60.8K - $64.4K
2% of jobs
$24K
$45.3K
$64.4K
| Aspect | Customer Relationship Associate | Customer Service Representative |
|---|---|---|
| Required Credentials | High school diploma or equivalent; some roles prefer customer service or sales experience | High school diploma or equivalent; customer service experience often preferred |
| Work Environment | Office settings, client-facing roles, sales environments | Call centers, retail, office settings, customer support centers |
| Employer & Industry Usage | Banking, insurance, retail, telecommunications | Retail, telecom, hospitality, tech support |
| Common Search & Comparison Intent | Understanding roles involving client engagement and relationship building | Customer 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.

$39K - $48K/yr
Full-time
Medical, Dental, Vision, Retirement, PTO
Re-posted 22 days ago
Vident Asset Management, LLC is seeking an experienced Sub-Advisory Client Relationship Associate (CRA) to join our dynamic team. This role is responsible for managing the lifecycle of Vident’s Sub-Advisory clients. The CRA will serve as the primary liaison between Vident and its clients, focusing on nurturing long-term partnerships, ensuring client needs and expectations are being met and driving client retention and growth. They understand what each client’s specific needs are and work with colleagues to help identify appropriate solutions. Key duties include proactive and ongoing client outreach, managing inbound client communications, resolving issues, and fostering trust. This role acts as a bridge between clients and the broader Vident organization, working closely with Portfolio Management, Operations, and Sales.
Who we are:
Vident Asset Management is a specialized exposure and solutions provider partnering with clients to help them assess new opportunities and bring their investment ideas to life. Founded in 2013, Vident boasts a unique portfolio of ETFs, serves as a trusted sub-advisor within the ETF industry, specializes in crafting bespoke indexes and models, and supports a robust SMA platform. We traditionally partner with institutional investors, asset managers, and wealth management firms to Bring Investment Ideas to Life.
What you’ll do:
• Role Type: Relationship Management
• Primary Objective: Ensure a high-touch, white glove service experience for clients in order to retain and help grow relationships, including assets under management (AUM).
• Relationship Management: Establishing and maintaining strong, proactive, and positive relationships with Sub-Advisory clients.
• Client Onboarding: Partnering with the Business Development Success Associate, Operations, and Portfolio Managers to transition newly acquired relationships and guide new clients through the Vident Client Experience.
• Needs Assessment: Understanding each client’s requirements and communicating them to appropriate internal teams to ensure timely and complete service delivery.
• Problem Resolution: Acting as the first point of contact for clients, identifying their problems or concerns, and helping to identify appropriate solutions.
• Internal Collaboration: Coordinate with Sales, Compliance, and Investment Management to support new fund launches and ensure operational excellence.
• Client Retention & Growth: Partnering with Sales to identify opportunities for upselling or cross-selling products and services to increase revenue and AUM.
• Product Expertise: Delivering insights into Vident’s primary service offering to clients, including handling questions about non-investment related processes.
• Market Analysis: Stay abreast of ETF market trends, regulatory changes, and competitor activity to provide actionable insights to senior leadership.
What you have:
• Exceptional Communication: Strong written and verbal communication skills are a must. Need to be comfortable speaking to clients across varied demographics and have the public presence to be a front-line representative of Vident.
• Client-Centered Mindset: Ensuring that each client feels valued and heard, even those that are difficult, and partnering with internal colleagues to achieve resolution of problems and concerns.
• Attention to Detail: Providing timely client communication, tracking requests, and communicating clearly to colleagues is a non-negotiable requirement.
• Negotiation & Problem-Solving: Experience and comfort in handling conflict and resolving issues to maintain positive client relationships.
• Customer Relationship Management (CRM) Proficiency: Experience in using CRM tools (particularly Salesforce) to track client interactions and data is highly preferred.
• Analytical Skills: Ability to monitor and analyze client service data to identify trends and opportunities to improve service.
• Align with Vident Core Values: Inspired Collaboration, Honor & Authenticity, Intellectual Curiosity, Exceptional Performance and Inclusion & Humility
Qualifications & Skills:
• Education: Bachelor’s degree in Finance, Economics, Marketing, or Communications preferred.
• Experience: 3-5 years of professional experience in financial services, preferably in asset management.
• Licenses: Having regulatory certifications (or the willingness to acquire them) such as Certified ETF Advisor (CETF®) designation, FINRA Series 7 and 63, and FINRA SIE are preferred.
• Technical Skills: Proficiency in CRM software (e.g., Salesforce), Microsoft Suite (Excel, Teams, PowerPoint, etc.) strongly preferred.
What we offer:
• PTO plus 13 paid holidays
• Flexible Working Benefits
• Daily Paid Lunch for Onsite Employees
• Onsite Gym Discount
• Medical, Dental, Vision
• EAP and Telehealth with Mental Health Support
• Short and Long Term Disability
• SIMPLE IRA with up to 3% Match
Sourced by ZipRecruiter
Investment management and consulting services
11 - 50 Employees
Alpharetta, GA, US
2013