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Relationship Management Associate Jobs in Illinois

Bank Of Springfield

CRM Coordinator

Springfield, IL · On-site

$50K - $60K/yr

Associate degree required; Bachelor's degree preferred. * Minimum of 5 years of relevant experience ... As a CRM Coordinator, you will play an important role in supporting customer engagement strategies ...

Bank Of Springfield

CRM Coordinator

Springfield, IL · On-site

$50K - $60K/yr

Associate degree required; Bachelor's degree preferred. * Minimum of 5 years of relevant experience ... As a CRM Coordinator, you will play an important role in supporting customer engagement strategies ...

Morgan Stanley

Wealth Management Associate

Chicago, IL · On-site

The Wealth Management Associate is often the first point of contact with clients on a broad array ... Establishes and cultivates trusting relationships with new and existing clients, proactively ...

Rural King

Loyalty & CRM Specialist

Mattoon, IL

At Rural King, we value our associates and strive to create a positive, rewarding workplace. We ... Lead the build, QA, and deployment of CRM and loyalty campaigns across marketing platforms * Own ...

Rural King

Loyalty & CRM Specialist

Mattoon, IL · On-site

At Rural King, we value our associates and strive to create a positive, rewarding workplace. We ... Lead the build, QA, and deployment of CRM and loyalty campaigns across marketing platforms * Own ...

Rural King

Loyalty & CRM Specialist

Mattoon, IL · On-site

At Rural King, we value our associates and strive to create a positive, rewarding workplace. We ... Lead the build, QA, and deployment of CRM and loyalty campaigns across marketing platforms * Own ...

TIAA

Third-Party Relationship Management

Chicago, IL · On-site

$124K - $174K/yr

Sedentary Work Career Level 9IC Required: * 5 + years of sales and/or relationship management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

AbbVie

CRM Transformation Director

Mettawa, IL · On-site

$160K/yr

... Associate Directors responsible for advancing our CRM capability - ensuring flawless orchestration of 1:1 experiences across touchpoints and channels throughout the customer journey. Enabling and ...

AbbVie

CRM Transformation Director

Mettawa, IL · On-site

... Associate Directors responsible for advancing our CRM capability - ensuring flawless orchestration of 1:1 experiences across touchpoints and channels throughout the customer journey. Enabling and ...

AbbVie

CRM Transformation Director

Mettawa, IL

... team of Associate Directors responsible for advancing our CRM capability -- ensuring flawless orchestration of 1:1 experiences across touchpoints and channels throughout the customer journey.

TIAA

Third-Party Relationship Management

Chicago, IL · On-site

$124K - $174K/yr

Sedentary Work Career Level 9IC Required: * 5 + years of sales and/or relationship management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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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 Illinois?

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

What are popular job titles related to Relationship Management Associate jobs in Illinois?

For Relationship Management Associate jobs in Illinois, the most frequently searched job titles are:

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

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

What cities in Illinois are hiring for Relationship Management Associate jobs?

Cities in Illinois with the most Relationship Management Associate job openings:

Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Illinois as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution.

CRM Coordinator

Springfield, IL • On-site

Bank Of Springfield
Commercial Banking • 51 - 200 employees
Learn more about Bank Of Springfieldexternal

$50K - $60K/yr

Full-time

Re-posted 23 days ago

Job description

Position Overview

We are seeking a detail-oriented and organized CRM Coordinator to support the bank’s customer relationship management (CRM) programs and marketing project coordination efforts, housed out of our Wabash location in Springfield, IL! This role assists with campaign management, customer onboarding initiatives, project communication, and marketing event support while helping ensure a positive and consistent customer experience.

Essential Duties & Responsibilities

• Assist with oversight and day-to-day management of the bank’s CRM programs.
 • Train new users on CRM platforms and related processes.
 • Coordinate marketing and customer onboarding campaigns within the CRM system.
 • Monitor, track, and report on campaign performance and results.
 • Coordinate marketing projects and communicate timelines, updates, and project progress.
 • Assist with planning and execution of marketing events and community activities.
 • Collaborate with internal teams and external partners to support marketing initiatives and customer engagement efforts.
 • Complete additional duties and special projects as assigned.

Qualifications

• Associate degree required; Bachelor’s degree preferred.
 • Minimum of 5 years of relevant experience preferred.
 • Experience with Adobe Creative Suite or other graphic design software preferred.
 • Proficiency in Microsoft Word, Excel, and PowerPoint required.
 • Strong scheduling, organizational, and multitasking abilities required.
 • Excellent written and verbal communication skills with the ability to interact professionally with clients, co-workers, and outside entities.
 • Strong problem-solving skills and attention to detail.
 • Working knowledge of BOS products and services preferred.

Additional Information

• Some special events may occur outside normal business hours. 

• Occasional travel is required, including travel outside of the Springfield area for events and related activities.

 

Why Join Us?

Join a collaborative team where communication, organization, and customer experience are valued. As a CRM Coordinator, you will play an important role in supporting customer engagement strategies, coordinating impactful marketing initiatives, and helping strengthen relationships across our communities.

Benefits May Include the Following:
Please visit our careers page to learn more about benefits offered at BOS:
https://www.bankwithbos.com/careers/

Salary Range:

The salary range for this position is $50,000.00 – $60,000.00, depending on experience and qualifications. In addition to base salary, compensation may include bonuses, commissions, benefits, and other incentives.


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