ZipRecruiter

Log In

1

Relationship Management Associate Jobs in Connecticut

NBT Bank

Relationship Banking Associate

Torrington, CT · On-site

$18.50 - $22.28/hr

Pay Range: $18.50 - $22.28 The role of the Relationship Banking Associate is to deliver high ... Engages in referral and relationship management in accordance with established objectives and goals.

NBT Bank

Relationship Banking Associate

Torrington, CT · On-site

$18.50 - $22.28/hr

Pay Range: $18.50 - $22.28 The role of the Relationship Banking Associate is to deliver high ... Engages in referral and relationship management in accordance with established objectives and goals.

Bridgewater Associates

Data Associate

Westport, CT · On-site

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering ... relationships. This meaning comes from the audacity of the mission, and the joy of working ...

Bridgewater Associates

Data Associate

Westport, CT · On-site

About Bridgewater Bridgewater Associates is a premier asset management firm, focused on delivering ... relationships. This meaning comes from the audacity of the mission, and the joy of working ...

M&T Bank

Relationship Banker

Hartford, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker

Hartford, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker

Plainville, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker

Plainville, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker - Seymour, CT

Seymour, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Bilingual Relationship Banker

Farmington, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Bilingual Relationship Banker

Farmington, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker - Seymour, CT

Seymour, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker - Berlin, CT

Berlin, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

M&T Bank

Relationship Banker - Berlin, CT

Berlin, CT · On-site

$22.61 - $37.67/hr

Play key role in Relationship Management (customer assessments, profiling for sales opportunities ... Associates degree Notary public license Bilingual based on branch needs Physical Requirements:

previous pagenext page

Showing results 21-40

All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Connecticut

Relationship Management Associate information

What are the key skills and qualifications needed to thrive as a relationship management associate?

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 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.

Is being a relationship management associate a stressful job?

The role of a relationship management associate can involve stress due to managing client relationships, meeting targets, and handling complex issues. However, stress levels vary depending on the work environment, workload, and individual skills in communication and organization.

What does a relationship management associate do?

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

What is the work of a relationship management associate?

A relationship management associate is responsible for maintaining and strengthening relationships with clients or partners, ensuring their needs are met and fostering loyalty. They often handle communication, resolve issues, and support account management using CRM tools, typically working in a client-focused environment. Strong interpersonal and organizational skills are essential for this role.

What are the most commonly searched types of Relationship Management jobs in Connecticut?

The most popular types of Relationship Management jobs in Connecticut are:

What job categories do people searching Relationship Management Associate jobs in Connecticut look for?

The top searched job categories for Relationship Management Associate jobs in Connecticut are:

Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Connecticut as of August 2026, with employment types broken down into 100% Full Time. Highlights an 75% In-person, 17% Hybrid, and 8% Remote job distribution.

Relationship Manager - West Hartford, CT

Fidelity Investments

Hartford, CT • On-site

Full-time

Re-posted 17 days ago

Fidelity Investments rating

8.7

Company rating: 8.7 out of 10

Based on 272 frontline employees who took The Breakroom Quiz

16th of 150 rated financial services

Job description


As a Relationship Manager, you will be facilitating relationships with Fidelity's most valuable clients. Through your honesty and integrity, we know you will inspire client dedication and engagement in order to develop long-lasting, positive relationships with Fidelity. You will learn how to nurture a book of business and successfully find opportunities to add value to the relationship. You will see your impact on the business and have rewarding interactions with clients every single day.
The Expertise We're Looking For
  • FINRA Series 7 & 66 licensed and hold appropriate state registrations, OR ability to acquire Series 66 upon hire
  • 1-3 years in financial services with an emphasis in providing an excellent customer experience
  • Planning experience and knowledge of financial markets and products
  • Strong social skills and the ability to deliver highly personalized service to each client
  • Ability to find success in a dynamic, deadline driven, and detailed compliance environment
  • Ability to think creatively and be comfortable making decisions with the support of your team
  • Degree and/or other professional certifications are helpful; if you don't already have a CFP or degree, our Tuition Reimbursement program can help you obtain one

The Purpose of Your Role
The Relationship Manager is a pivotal role within the branch team responsible for fostering client relationships and finding opportunities to deepen the relationship in meaningful ways. You will keep the Financial Consultants organized and ensure the daily work is carried with the client's needs top of mind.
The Skills You Bring
  • You are able to facilitate setting targeted appointments that improve engagement with clients
  • You are client oriented and bring great perspective on financial planning
  • You have a vested interest in being an advocate for your clients
  • You are professional with a polished communication style compatible with high net worth clientele
  • Being coachable, collaborative, and curious are your "go to" attributes

Note: Fidelity will not provide immigration sponsorship for this position.
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
  • You are key to the Fidelity relationship strategy
  • Deepening client relationships through long term mentorship
  • Collaborating with the Relationship Manager team company wide
  • Being responsible for the client contact strategy
  • Building long-lasting meaningful relationships with clients

Fidelity's Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Relationship Management
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

What Fidelity Investments employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Apply