ZipRecruiter

Log In

1

Relationship Management Associate Jobs in Connecticut

Microbac

Customer Relationship Associate

Dayville, CT · On-site

$18 - $20/hr

JOB SUMMARY The Customer Relationship Associate serves as a front-line contact to receive and ... Manage the logistics of client projects, ensuring client needs are met in a timely and cost ...

Microbac

Customer Relationship Associate

Dayville, CT · On-site

$39K - $49K/yr

JOB SUMMARY The Customer Relationship Associate serves as a front-line contact to receive and ... Manage the logistics of client projects, ensuring client needs are met in a timely and cost ...

Scranton Powersports

Powersports Sales associate

Vernon, CT

$14.75 - $19.75/hr

Powersports Sales Associate (Entry Level Welcome) Scranton Powersports Location: Vernon CT ... Keep customer information and deal notes accurate in the CRM * Coordinate with finance, parts, and ...

Scranton Powersports

Powersports Sales associate

Vernon, CT · On-site

$14.75 - $19.75/hr

Powersports Sales Associate (Entry Level Welcome) Scranton Powersports Location: Vernon CT ... Keep customer information and deal notes accurate in the CRM * Coordinate with finance, parts, and ...

Pwc

SAP BRIM Consultant, Senior Associate

Stamford, CT · On-site

$77K - $202K/yr

As a Senior Associate, you will build meaningful client connections and learn how to manage and ... Responsibilities - Analyzing client requirements to implement SAP CRM software solutions ...

previous page

Showing results 41-60

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.

Associate Portfolio Manager

New England Asset Management

Farmington, CT • On-site

Full-time

Re-posted 22 days ago

Job description

Associate Portfolio Manager
Position Description
TheAssociate Portfolio Manager is responsible for working with Portfolio Managersto help with servicing our clients' needs and to learn the day-to-day portfoliomanagement and relationship management of designated insurance clients.
Weare seeking a detail-oriented individual with strong organizational andanalytical skills who can support the portfolio management team by deliveringtimely, accurate work.
This role requires reliability, accountability, and theability to independently manage responsibilities.
The ideal candidate isproactive, communicates effectively, and has a genuine interest in developing acareer in portfolio management, along with a desire to learn about fixed incomemarkets and insurance portfolio management.
The PortfolioManagement group is responsible for delivering investment and capitalmanagement services to clients.
The members of the Portfolio Management groupare the day-to-day contacts for NEAM's insurance company clients and lead theinternal client teams.
They are responsible for the relationship management andclient portfolio management functions which include the application of NEAM investmentpolicy to specific client portfolios and having intimate knowledge of theday-to-day activities in the portfolio, client guidelines, risk tolerance, andunique requirements.
Their specific focus is to effectively provide servicethat result in maintenance and growth of assets under management with theirclient.
The Associate Portfolio Manager will represent the firm at regularclient board and investment committee meetings and report on economic andcapital market developments, investment strategy, portfolio activity, andperformance results.
Qualifications
Bachelor's degree in a related field is required.
CFA or progress towards completion preferred.
The successful candidatewill possess a minimum of two years of relevant industry-related experience.
This individual will possess a client service mentality, strong written and oralcommunication skills, and have an ability to make a lasting impression onclients. In addition, this individualwill have:
A capital markets orientation.
An understanding of a wide variety of fixed income assets including Corporates, Municipals, and Structured Securities.
A familiarity with Common and Preferred Stock is a plus.
Demonstrated ability to listen and assimilate information in the context of providing solutions using client services.
Ability to think quickly and offer creative solutions to problems.
Delivers clear, concise, confident client-facing presentations, effectively communicating complex ideas to client stakeholders and prospective clients.
Demonstrated professionalism, team orientation, and a strong work ethic.
Proven ability to think creatively.
Must be comfortable in a team oriented collegial environment that prizes strong individual contribution.
Intellectual curiosity and openness to utilize AI-enabled tools to enhance operational efficiency.
Travel may be required domestically less than 10%.
About US
For more information about NEAMplease visit our website at www.neamgroup.com.
NEAMis a wholly owned subsidiary of General Re Corporation, which is a subsidiaryof Berkshire Hathaway Inc. NEAM has developed proprietary decision-making toolsand specialized services enabling the delivery of asset and capital managementsolutions to clients within the context of evolving regulatory, accounting andtax issues faced by insurance companies today.**
The firm's culture is team oriented, collaborative, transparent, andintellectually curious.
We currently offer a hybrid schedule with M/F remote and T/W/TR in the officein Farmington, CT.
**NEAM does not offer tax/legal advice.
It is the continuing policy of New England Asset Management to afford equal employment opportunity to all employees and applicants for employment without regard to race, color, sex (including childbirth or related medical conditions), religion, national origin or ancestry, age, past or present disability, marital status, liability for service in the armed forces, veteran status, citizenship, sexual orientation, gender identity, or any other characteristic protected by the applicable law. In addition, New England Asset Management provides reasonable accommodation for qualified individuals with disabilities in accordance with the Americans with Disabilities Act.

Apply