ZipRecruiter

Log In

1

Relationship Associate Jobs (NOW HIRING)

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 ...

Boulay

Senior Client Relationship Associate

Eden Prairie, MN · On-site

$60K - $92K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Senior Client Relationship Associate , you'll play a vital role in helping clients feel supported, informed, and confident throughout every stage of their financial journey. As a trusted partner ...

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · On-site

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a ...

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · Hybrid

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a ...

Minster Bank

Part Time Relationship Associate

Dayton, OH · On-site

$38K - $48K/yr

Position SummaryThe Relationship Associate plays a key role in building and maintaining customer relationships by providing outstanding service and support. This position is responsible for ...

Minster Bank

Part Time Relationship Associate

New Bremen, OH · On-site

$41K - $51K/yr

Position Summary The Relationship Associate plays a key role in building and maintaining customer relationships by providing outstanding service and support. This position is responsible for ...

previous pagenext page

Showing results 21-40

All JobsRelationship Associate Jobs

Relationship Associate information

See salary details

$25K

$47.1K

$67K

How much do relationship associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for 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 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.
More about Relationship Associate jobs

What cities are hiring for Relationship Associate jobs?

Cities with the most Relationship Associate job openings:

What are the most commonly searched types of Relationship jobs?

The most popular types of Relationship jobs are:

Who are the top companies hiring for Relationship Associate jobs?

The top employers for Relationship Associate jobs are:

What states have the most Relationship Associate jobs?

States with the most job openings for Relationship Associate jobs include:

Relationship Associate jobs near you
Infographic showing various Relationship Associate job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,089 per year, or $22.6 per hour.

Client Relationship Associate

Apollon Wealth Management

Los Angeles, CA • On-site

$43K - $53K/yr

Full-time

Posted 22 days ago

Job description

Client Relationship Associate
Reports to: Sr. Director of Staffing and Operations
Status: Exempt

As a Client Relationship Associate at Apollon Wealth Management, you will serve as a trusted partner to both our advisors and clients, helping deliver an exceptional client experience from the first interaction through ongoing account servicing. This role is ideal for someone who thrives in a fast-paced environment, enjoys building relationships, and takes pride in keeping operations organized, accurate, and efficient.
You will play a key role in supporting advisors with client service, account administration, meeting coordination, and day-to-day office operations while ensuring all client requests are handled with professionalism, urgency, and attention to detail.
 Responsibilities
  • Serve as a primary point of contact for clients, providing exceptional service through phone, email, and in-person interactions.
  • Support advisors throughout the client relationship by preparing paperwork, gathering documentation, completing service requests, and ensuring timely follow-up on client needs.
  • Prepare, process, and track client account paperwork, including new account openings, transfers, beneficiary updates, money movement requests, maintenance requests, and other account servicing activities.
  • Coordinate client onboarding and ensure all required documentation is complete, accurate, and submitted in accordance with firm and custodian requirements.
  • Schedule client meetings, maintain advisor calendars, coordinate meeting logistics, and prepare materials needed for appointments.
  • Execute post-meeting follow-up by completing assigned action items, documenting meeting notes when appropriate, and ensuring outstanding tasks are completed.
  • Utilize Salesforce and other firm technology to accurately document client interactions, track tasks, maintain records, and ensure timely completion of requests.
  • Maintain a thorough understanding of Apollon's policies, procedures, and service standards while ensuring all work is completed in accordance with regulatory and compliance requirements.
  • Assist advisors with administrative responsibilities, allowing them to focus on delivering comprehensive financial advice and strengthening client relationships.
  • Answer incoming phone calls, direct inquiries appropriately, and provide prompt, professional responses to client and internal requests.
  • Maintain organized electronic and physical client files while protecting confidential client information.
  • Proactively identify opportunities to improve workflows, enhance efficiencies, and elevate the client experience.
  • Collaborate with advisors, relationship managers, and operational teams to provide a seamless, high-touch experience for every client.

Skills & Qualifications
  • 3+ years of experience in wealth management, financial services, banking, or a related client service role (preferred).
  • Experience supporting financial advisors or relationship managers in an administrative or client service capacity.
  • Working knowledge of investment account types, account maintenance, and financial industry documentation (preferred).
  • Experience with Salesforce or other CRM platforms (preferred).
  • Familiarity with Fidelity and other custodial platforms (preferred).
  • Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and Teams (required).
  • Outstanding customer service skills with a genuine passion for creating exceptional client experiences.
  • Excellent written and verbal communication skills.
  • Strong organizational skills with the ability to prioritize multiple tasks while maintaining accuracy and attention to detail.
  • Ability to work independently while also collaborating effectively within a team environment.
  • Demonstrated problem-solving skills and a proactive approach to identifying solutions.
  • High level of professionalism, discretion, and commitment to maintaining client confidentiality.
  • Ability to adapt to changing priorities and thrive in a fast-paced, service-oriented environment.

Powered by JazzHR

YkYxVXa5d0