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Relationship Management Associate Jobs (NOW HIRING)

Brokerage- Relationship Management Associate

Charlotte, NC ยท On-site

$39K - $48K/yr

Relationship Manager Associate Brokerage Division | Amwins Group, Inc. Amwins Brokerage Division is conducting a search for a Relationship Manager Associate. Amwins Brokerage Division is the largest ...

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CRM Associate

Inglewood, CA ยท On-site

$30/hr

As the CRM Associate, you will participate in projects both long and short term that provide tools and insights for Ticket Sales, Marketing, and Partnerships. Ideal candidates will be pursing an ...

The Encoura CRM Associate independent contractor will work with partner institutions on a variety of Slate-related consulting services. This position focuses on delivering high-quality and innovative ...

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Relationship Management Associate information

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$25K

$47.1K

$67K

How much do relationship management associate jobs pay per year?

As of Jul 3, 2026, the average yearly pay for relationship management 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.

How much does an associate Relationship Manager make?

An Associate Relationship Manager typically earns between $50,000 and $70,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced professionals with certifications can earn higher salaries, often supplemented with bonuses or commissions.

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

To thrive as a Relationship Management Associate, you need strong interpersonal skills, a background in business or finance, and experience in client service or account management. Familiarity with CRM software, Microsoft Office Suite, and sometimes industry-specific certifications like FINRA licenses are commonly required. Excellent communication, problem-solving, and organizational skills help you build trust and efficiently address client needs. These abilities are vital for fostering long-term client relationships and contributing to the organization's growth and reputation.

What is an associate Relationship Manager?

An Associate Relationship Manager is an entry-level or junior professional responsible for supporting client relationships, assisting with account management, and ensuring client satisfaction. They often work under senior managers, utilize CRM tools, and develop skills in communication, sales, and financial products to build and maintain client trust.

What does a relationship management associate do?

A relationship management associate is responsible for maintaining and strengthening client relationships, addressing their needs, and ensuring satisfaction. They often use communication skills, CRM tools, and industry knowledge to support client retention and business growth.

Is being an RM a stressful job?

Relationship Management Associates often work in fast-paced environments that require strong communication and problem-solving skills. The role can be stressful due to managing client expectations, meeting targets, and handling complex issues, but workload and stress levels vary depending on the organization and individual workload management. Effective time management and emotional resilience are important for success in this role.

What are some typical challenges faced by a Relationship Management Associate, and how can they be addressed?

Relationship Management Associates often face challenges such as balancing the needs of multiple clients, handling urgent requests, and maintaining strong communication across teams. To address these, it's important to prioritize effectively, use robust organizational tools, and develop strong interpersonal skills. Regular check-ins with clients and collaboration with internal stakeholders can help ensure expectations are aligned and issues are resolved quickly.

What is the difference between Relationship Management Associate vs Client Services Associate?

AspectRelationship Management AssociateClient Services Associate
Required CredentialsBachelor's degree, relevant certifications often preferredBachelor's degree, customer service experience
Work EnvironmentFinancial institutions, corporate client managementBanking, financial services, customer support
Employer & Industry UsageInvestment firms, banks, wealth managementBanks, financial institutions, service providers
Common Search & ComparisonYesYes

The main difference is that a Relationship Management Associate focuses on building and maintaining long-term client relationships, often in financial sectors, while a Client Services Associate primarily handles day-to-day client inquiries and support. Both roles require strong communication skills and customer service experience, but the Relationship Management Associate typically involves more strategic engagement with clients.

What cities are hiring for Relationship Management Associate jobs? Cities with the most Relationship Management Associate job openings:
What are the most commonly searched types of Relationship Management jobs? The most popular types of Relationship Management jobs are:
What states have the most Relationship Management Associate jobs? States with the most job openings for Relationship Management Associate jobs include:
CRM Associate

Other

Posted 27 days ago


Job description

Description

JOB SUMMARY:

The CRM Associate works with the Manager of Data and Business Analytics to help administer the Fonteva database and potentially other Salesforce based-integrated systems. As the CRM Associate, you will provide technical expertise to the CRM users and wider business, while also conducting vital audits, project support and administrative duties. In recent years, the MAA has expanded the use of our CRM to reinvigorate out-of-date processes, sunset antiquated hardware systems and to streamline business practices. The CRM Associate will be an integral part of the team maintaining the CRM system, its day-to-day administration, integration with our Wordpress website, integration to our marketing email system, integration with the mathematics competitions registration portal and future implementations. The CRM Associate will also help update and revise training materials as needed and will assist with ongoing staff training.


ESSENTIAL DUTIES AND RESPONSIBILITIES:

Essential functions may include, but are not limited to the following:

  • Assists in administration of CRM system.
  • Assists with the implementation, configuration, and management of Fonteva applications, ensuring optimal performance and user experience.
  • Assists with configurations to meet specific organizational needs such as settings, fields, workflows, automations, analysis, reports, and dashboards.
  • Assists with recurring and ad-hoc imports and exports, file transfers between external systems, email marketing systems, community/HL, accounting software and other systems to help maximize system efficiency.
  • Ensures the database supports our membership structure including the collection of data; the renewal/invoicing processes and other personalized communications.
  • Assists with the creation of list/data pulls for specific campaigns, based on department specified specs.
  • Helps develop and formulate standards and procedures for database and email use.
  • Helps to maintain the integrity of the data.
  • Assists with the cleanup and dedupe tasks within the CRM as much as possible.
  • Assists in orientation and training to familiarize new users with the functionality of the system.
  • Assists with creating and maintaining user accounts.
  • Assists with the development of training manuals and help documents, keeping them up to date with changes made in the system.
  • Provides troubleshooting/QA and acts as the first line of support for stakeholders working on deliverables and encountering errors or technical issues within the CRM.
  • Other tasks and projects as assigned.

Requirements

  • Education requirement: Bachelor's degree or equivalent work experience and training.ย 
  • Minimum 3+ years of progressive experience working with Fonteva or Salesforce CRM database(s).
  • HTML knowledge preferred.
  • Proficient in MS Excel, Office suite, other commonly used business applications; demonstrated ability to learn new systems.
  • Strong analytical skills.
  • Experience leading training is preferred but not required.
  • Ability to work closely and cooperatively with a range of individuals with diverse interests, backgrounds, dispositions, and staff levels.
  • Ability to manage competing priorities and operate in a fast-paced environment.
  • Must possess strong communication skills including the ability to effectively present information and respond to questions from staff.
  • Must be responsive to user needs and inquiries.
  • Must be able to exercise autonomy in the position, as well as serve as a team player.