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Relationship Associate Jobs (NOW HIRING)

Brown Advisory

Private Client Relationship Associate

Washington, DC · On-site

$45K - $56K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Relationship Associate Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of ...

Brown Advisory

Private Client Relationship Associate

Baltimore, MD · On-site

$39K - $49K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Relationship Associate Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of ...

PSI CRO

Site Relationship Associate

Model, CO · Hybrid

$34K - $43K/yr

As a Site Relations Associate , you will play a key role in expanding and strengthening Milestone One's network of clinical research sites. You will build long-term relationships with investigators ...

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 ...

Vident Asset Management

Client Relationship Associate

Alpharetta, GA · On-site

$39K - $48K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

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 ...

All Financial Freedom

Client Relationship Associate

$40K - $51K/yr

We are looking for a Client Relationship Associate to join our expanding team and help individuals and families better understand their financial options through education and personalized guidance.

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 ...

Milestone One

Site Relationship Associate

Model, CO · Hybrid

$34K - $43K/yr

As a Site Relations Associate , you will play a key role in expanding and strengthening Milestone One's network of clinical research sites. You will build long-term relationships with investigators ...

FusionTek

Client Relationship Associate - Seattle

Kirkland, WA · On-site +1

$65K - $80K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

As a Client Relationship Associate, you'll be the face of FusionTek for a dedicated portfolio of clients, a trusted partner they can count on. You'll learn the ins and outs of account management ...

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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 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.
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What are the most commonly searched types of Relationship jobs?

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Who are the top companies hiring for Relationship Associate jobs?

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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.

Private Client Relationship Associate

Brown Advisory

Washington, DC • On-site

$45K - $56K/yr

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 11 days ago

Job description

Relationship Associate

Private Client Service delivers highly customized and comprehensive service to our clients. As a key member of this team, the Relationship Associate will execute on a range of client requests while maintaining proactive account administration. The Relationship Associate will follow the firm's best practices to ensure that all client-related activity is completed in a prompt, accurate, and thorough manner. Additional responsibilities include workflow coordination with the broader client-facing team related to clients' investments, estate planning, and account administration.

The primary duties and responsibilities include but are not limited to:

  • Serve as a critical team member in partnership with Client Service Advisors and Senior Associates.
  • Partner with key internal stakeholders within Operations, Private Equity, Portfolio Management, Strategic Advisory, and Compliance to provide comprehensive day-to-day service to clients.
  • Execute cash management activities including but not limited to domestic and international fund transfers, monitoring client cash balances, establishing recurring payments, and resolving issues as needed.
  • Proactively perform client account activities, such as new account onboarding, asset transfers, online enrollment, document delivery, and customized reporting.
  • Prepare investment-related documents for client signature, including investment management agreements, letters of authorization, and fee schedules.
  • Maintain CRM records for clients and prospects.
  • Complete ad hoc client-related projects as needed.

Qualifications:

  • Bachelor's degree required
  • 2+ years financial industry or client service experience preferred
  • Experience with trust administration and/or client account documentation a plus
  • Proficiency with M.S. Office suite including Excel, Word & PowerPoint
  • Strong quantitative, analytical, and interpersonal skills
  • Highly organized work style; detail-oriented and accurate
  • Ability to multi-task and adapt to changing priorities to meet client demands
  • Collaborative team-player; self-motivated with a strong work ethic
  • Demonstrates tact, discretion and good judgement in handling sensitive and confidential information
  • Proficiency in leveraging systems and processes to execute activities with accuracy and efficiency
  • Exhibits excellent communication skills, both verbal and written
  • Eager to contribute and learn, ask questions and provide solutions
  • Ability to work in the Washington office location

Salary: $65-$82k. Commensurate with experience and location. Does not include bonus or long term incentive eligibility (if applicable).

Benefits

At Brown Advisory we offer a competitive compensation package, including full benefits.

• Medical• Dental• Vision• Wellness program participation incentive• Financial wellness program• Fitness event fee reimbursement• Gym membership discounts• Colleague Assistance Program• Telemedicine Program (for those enrolled in Medical)• Adoption Benefits• Daycare late pick-up fee reimbursement• Basic Life & Accidental Death & Dismemberment Insurance• Voluntary Life & Accidental Death & Dismemberment Insurance• Short Term Disability• Paid parental leave• Group Long Term Disability• Pet Insurance• 401(k) (50% employer match up to IRS limit, 4 year vesting)

Brown Advisory is an Equal Employment Opportunity Employer.

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