ZipRecruiter

Log In

1

Relationship Associate Jobs in Texas (NOW HIRING)

Atalnt Llc

Customer Relationship Associate

Grapevine, TX · On-site

$37K - $46K/yr

Customer Relationship Associate Location: Grapevine, Texas Job Type: Full Time Company Overview Our client is a growing transportation brokerage. The organization specializes in dry van ...

ATALNT

Customer Relationship Associate

Grapevine, TX · On-site

$37K - $46K/yr

Customer Relationship Associate Location: Grapevine, Texas Job Type: Full Time Company Overview: Our client is a growing transportation brokerage. The organization specializes in dry van ...

Equiliem

CUSTOMER RELATIONSHIP ASSOCIATE (CRA)

Grapevine, TX · On-site

$37K - $46K/yr

CUSTOMER RELATIONSHIP ASSOCIATE (CRA) Location:Grapevine, Texas (Onsite) Qualifications: - Freight brokerage, transportation sales, or logistics operations experience preferred - Strong communication ...

Woodforest National Bank

Relationship Associate I

Dallas, TX · On-site

$39K - $49K/yr

The Relationship Associate I provides administrative services and customer assistance in the process of approval and servicing of loans from application to closing. This includes establishing loan ...

Woodforest National Bank

Relationship Associate I

Frisco, TX · On-site

$37K - $46K/yr

The Relationship Associate I provides administrative services and customer assistance in the process of approval and servicing of loans from application to closing. This includes establishing loan ...

next page

Showing results 1-20

All JobsRelationship Associate JobsRelationship Associate Jobs in Texas

Relationship Associate information

See Texas salary details

$23.3K

$43.9K

$62.4K

How much do relationship associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for relationship associate in Texas is $43,870.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,300.00 and $46,600.00 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 Texas?

The most popular types of Relationship jobs in Texas are:

What cities in Texas are hiring for Relationship Associate jobs?

Cities in Texas with the most Relationship Associate job openings:

Relationship Associate jobs near you
Infographic showing various Relationship Associate job openings in Texas as of August 2026, with employment types broken down into 1% As Needed, 73% Full Time, 24% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $43,870 per year, or $21.1 per hour.

Client Relationship Associate

R&R Human Resources Solutions

Plano, TX • On-site

$45K - $65K/yr

Full-time

Posted 8 days ago

Job description

Atlas Advisory Group, a boutique wealth management firm, located in Plano, TX, is seeking a Client Relationship Associate to assist in our mission of helping clients achieve their financial goals. This is your chance to play a key role in the future success of our fast-growing organization!
Our mission at Atlas Advisory Group is to grow and protect our client's wealth. If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you!
The Client Relationship Associate plays a crucial role in the smooth functioning of the office. With overall responsibility for day-to-day operations, the Client Relationship Associate must be able to work effectively with other staff members, clients, and Wealth Advisors.
Responsibilities & Activities:
  • Communicates with clients in person, in writing, and over the telephone. Meets with clients to complete paperwork and attends periodic client update meetings with select clients.
  • Manages new business and client services:
    • Meets with clients and starts new client forms processing.
    • Communicates with client, and manage their planning or account services needs promptly.
    • Follows up with clients as needed to make sure all paperwork is processed.
  • Case Management:
    • Manage cases that at different stages, proactively provide assistance needed to push the cases forward.
  • Communicates, implements, and ensures compliance with guidelines and policies:
    • Maintains compliance polices and documentation.
    • Manages the compliance and advertising approval process.
  • Develops and maintains written documentation (systems) of all activities.
  • Event Management and Marketing:
    • Handle logistical and marketing details for client events
    • Send out invites, coordinate with venue and maintain marketing database.

Knowledge, Skills, & Abilities:
  • Strong interpersonal and client relationship management skills to engage with our clients and our "crew"
  • A learner's mindset and an appetite for financial acumen, eagerness to learn and grow
  • Strong attention to details, analytical skills, and problem-solving
  • Excellent organizational and time management skills
  • Excellent attitude and an extraordinary client service orientation
  • Track record of balancing multiple priorities simultaneously, accommodating unexpected requests or needs, and following through
  • Ability to operate within tight deadlines
  • At least one year of relevant experience in a financial or insurance services firm assisting with day-to-day operations preferred.
  • Proficiency with Excel and other Microsoft Office Suite tools
  • Proficiency with financial planning and customer relationship management software is preferred
  • Bachelor's degree or equivalent combination of experience. Finance, economics, accounting, business, or related major preferred
  • Reliability is an essential function.

We offer a great working environment in a beautiful and professional office location. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, motivational, and focused on improving our clients' lives.
MUST BE LOCATED IN THE DALLAS AREA OR INTERESTED IN RELOCATION TO THE DALLAS AREA

Apply