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Relationship Associate Jobs (NOW HIRING)

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 ...

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Relationship Associate information

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$25K

$47.1K

$67K

How much do relationship associate jobs pay per year?

As of Jul 24, 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 the 3 month rule for jobs?

The 3 month rule for a Relationship Associate typically refers to a probationary period of three months during which performance, skills, and fit for the role are evaluated. Successful completion of this period may lead to permanent employment, benefits, or advancement opportunities. During this time, employees are often expected to demonstrate reliability and meet specific performance standards.

How to respond to someone saying they hate their job?

As a Relationship Associate, if someone expresses dissatisfaction with their job, it is helpful to listen empathetically and encourage them to identify specific issues. Offering support or suggesting they explore solutions such as skill development or seeking new opportunities can be constructive. Maintaining professionalism and understanding their perspective is key in such conversations.

Why can't I settle in a job?

Relationship Associates often seek roles that align with their skills and interests; difficulty settling can result from mismatched expectations, lack of growth opportunities, or workplace environment issues. Developing strong communication skills and seeking feedback can help improve job satisfaction and stability.

Is being an RM a stressful job?

Being a Relationship Associate can be stressful due to the need to manage client relationships, meet sales targets, and handle complex customer issues. The role often requires strong communication skills, problem-solving abilities, and the ability to work under pressure, which can contribute to job stress.

What are Relationship Associates?

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 are the key skills and qualifications needed to thrive as a Relationship Associate, and why are they important?

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:
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 July 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

Client Relationship Associate

Bartlett Wealth Management

Chicago, IL • On-site

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 17 days ago

Job description

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 critical role in supporting client service, retention, and business growth.

Essential Functions:

  • Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
  • Manage client information – regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and Advisors, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate
  • Troubleshoot client issues promptly and effectively.
  • Support the preparation of client presentations and other meeting materials.
  • Utilize Bartlett’s compliance software to ensure proper recordkeeping.
  • Assist with office administrative duties as needed.

Knowledge, Skills, & Abilities:

  • Collaborate with all internal departments and teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
  • Associates or Bachelor’s degree in business from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.
  • Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
  • Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett is an Equal Opportunity Employer