Relationship Manager
Walnut Creek, CA · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Relationship Manager
Walnut Creek, CA · On-site
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...
Job Overview The Associate, Preqin Client Experience plays a critical role in shaping how clients ... You will build strong cross-functional relationships, translate data and product expertise into ...
New
Job Overview The Associate, Preqin Client Experience plays a critical role in shaping how clients ... You will build strong cross-functional relationships, translate data and product expertise into ...
New
Relationship Banker
Monterey Park, CA · On-site
$22 - $23.50/hr
... our associates' potential for career advancement. Headquartered in California, East West Bank ... As a Relationship Banker, you will play a key role in * managing, retaining, and acquiring long ...
Relationship Banker
Monterey Park, CA · On-site
$22 - $23.50/hr
... our associates' potential for career advancement. Headquartered in California, East West Bank ... As a Relationship Banker, you will play a key role in * managing, retaining, and acquiring long ...
Relationship Banker
Roseville, CA · On-site
$19.50 - $25.50/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Advisory Relationship Building Business Development Pipeline Management Prospecting Referral ...
Relationship Banker
Roseville, CA · On-site
$19.50 - $25.50/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Advisory Relationship Building Business Development Pipeline Management Prospecting Referral ...
Relationship Banker
San Fernando, CA · On-site
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
San Fernando, CA · On-site
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
What We Do The Associate Relationship Manager, Banking Services supports Relationship Managers and Business Development Managers in delivering exceptional client service and strengthening banking ...
What We Do The Associate Relationship Manager, Banking Services supports Relationship Managers and Business Development Managers in delivering exceptional client service and strengthening banking ...
Relationship Banker
Concord, CA · On-site
$20.25 - $26.50/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Concord, CA · On-site
$20.25 - $26.50/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
San Jose, CA · On-site
$21.75 - $28.50/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
San Jose, CA · On-site
$21.75 - $28.50/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
New
Relationship Banker
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
New
Relationship Banker
Paso Robles, CA · On-site
$25 - $27.88/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Paso Robles, CA · On-site
$25 - $27.88/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Santa Monica, CA · On-site
$25 - $27.88/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Santa Monica, CA · On-site
$25 - $27.88/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Milpitas, CA · On-site
$25 - $27.88/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Milpitas, CA · On-site
$25 - $27.88/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
New
Relationship Banker
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
New
Relationship Banker
Camarillo, CA · On-site
$25 - $27.88/hr
... associate degree such as business management, business administration, or finance. Skills: • ... • Relationship Building • Business Development • Pipeline Management • Prospecting • ...
Relationship Banker
Camarillo, CA · On-site
$25 - $27.88/hr
... associate degree such as business management, business administration, or finance. Skills: • ... • Relationship Building • Business Development • Pipeline Management • Prospecting • ...
Relationship Banker
Monterey, CA · On-site
$25 - $27.88/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Monterey, CA · On-site
$25 - $27.88/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Valencia, CA · On-site
$25 - $26/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Valencia, CA · On-site
$25 - $26/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Vallejo, CA · On-site
$20.75 - $27.25/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Vallejo, CA · On-site
$20.75 - $27.25/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Simi Valley, CA · On-site
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Banker
Simi Valley, CA · On-site
$25 - $26.77/hr
Bachelor's Degree or business-relevant Associate's Degree such as business management, business ... Relationship Building * Business Development * Pipeline Management * Prospecting * Referral ...
Relationship Associate information
See California salary details
$24.7K - $28.4K
0% of jobs
$28.4K - $32.2K
2% of jobs
$32.2K - $36K
7% of jobs
$39.5K is the 25th percentile. Wages below this are outliers.
$36K - $39.7K
17% of jobs
The median wage is $43K / yr.
$39.7K - $43.5K
27% of jobs
$43.5K - $47.3K
18% of jobs
$48.4K is the 75th percentile. Wages above this are outliers.
$47.3K - $51K
12% of jobs
$51K - $54.8K
6% of jobs
$54.8K - $58.6K
5% of jobs
$58.6K - $62.4K
3% of jobs
$62.4K - $66.1K
2% of jobs
$24.7K
$46.5K
$66.1K
How much do relationship associate jobs pay per year?
As of Aug 12, 2026, the average yearly pay for relationship associate in California is $46,472.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,500.00 and $49,300.00 per year, depending on experience, location, and employer.
What is a relationship associate?
Relationship Associates are professionals who manage and nurture relationships between a company and its clients or customers. They often work in industries like banking, finance, and professional services, serving as the main point of contact for clients. Their responsibilities typically include addressing client needs, providing information about products or services, and ensuring customer satisfaction. They also help identify opportunities to expand business relationships and may assist with account management and problem resolution.
What skills and qualifications are needed to thrive as a relationship associate?
To thrive as a Relationship Associate, you need a strong understanding of financial products, client relationship management, and often a bachelor’s degree in business or finance. Familiarity with CRM software, financial analysis tools, and sometimes certifications like FINRA Series 7 or 63 are commonly required. Excellent communication, active listening, and problem-solving abilities help you build trust and resolve client concerns effectively. These skills and qualifications are crucial for fostering long-term client engagement, driving business growth, and ensuring client satisfaction.
How does a relationship associate typically collaborate with other departments to support client needs?
Relationship Associates frequently work cross-functionally, partnering with teams such as credit, operations, and product specialists to deliver comprehensive solutions for clients. They act as liaisons, ensuring clear communication between internal departments and clients to resolve issues or implement new services. This collaborative environment helps Relationship Associates develop a strong understanding of different business areas and build relationships that can support their professional growth.
What are the most commonly searched types of Relationship jobs in California? The most popular types of Relationship jobs in California are:
What cities in California are hiring for Relationship Associate jobs? Cities in California with the most Relationship Associate job openings:
Bank Of America rating
8.2
Based on 527 frontline employees who took The Breakroom Quiz
51st of 171 rated banks
Job description
Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
Skills:
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Role Requirements:
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813)
Pay and benefits information
Pay range
$60,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Job Description:
This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and monitoring the team's client service model. Job expectations include assisting with client meetings related to investment strategy, account performance, new products, and market developments to promote growth and acquisition. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Tracks all client actions/activities to ensure the highest level of client service is provided, while presenting time sensitive updates to the team and monitoring and reporting on client satisfaction
- Attends client review meetings to assist with relationship deepening conversations
- Executes on the team service model, including engaging with specialists/partners to address client's needs
- Manages aspects of the client relationship process, including client onboarding and resolving escalations
- Assists the Financial Advisor team and/or Senior Business Managers in developing and monitoring the team's client book segmentation strategy
Skills:
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Role Requirements:
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration
- Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission ("SEC")
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills, and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
40
Pay Transparency details
US - CA - Walnut Creek - 1331 N CALIFORNIA BLVD (CA4813)
Pay and benefits information
Pay range
$60,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set.
Formulaic incentive eligible
This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.
Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
What Bank Of America employees say
Pay
Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About Bank Of America
Sourced by ZipRecruiter
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Industry
Finance and insurance
Company size
10,000+ Employees
Headquarters location
Charlotte, NC, US
Year founded
1998