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Relationship Management Associate Jobs in Iowa (NOW HIRING)

Hills Bank

Wealth Management Associate

Marion, IA · On-site

... Associate roles. These roles focus on the fundamentals of financial planning and account management ... relationships (wealth management and overall banking) and retention of current customers.

Hills Bank

Wealth Management Associate

Marion, IA

... Associate roles. These roles focus on the fundamentals of financial planning and account management ... relationships (wealth management and overall banking) and retention of current customers.

Hills Bank

Wealth Management Associate

Marion, IA · On-site

$14.50 - $20/hr

... Associate roles. These roles focus on the fundamentals of financial planning and account management ... relationships (wealth management and overall banking) and retention of current customers.

Apply Early

NCMIC

Relationship Manager

Clive, IA · On-site

The Relationship Manager (RM) will play a key role in supporting the Independent Sales Agent (ISA ... management. Requirements: * Education: High school diploma. Associate or Bachelor's degree ...

NCMIC

Relationship Manager

Clive, IA · On-site

The Relationship Manager (RM) will play a key role in supporting the Independent Sales Agent (ISA ... management. Requirements: * Education: High school diploma. Associate or Bachelor's degree ...

Leighton State Bank

Relationship Portfolio Associate

Monroe, IA · On-site

$17.75 - $23.25/hr

Assists lenders in managing their respective portfolio of loans and performs activities to help ... Under the guidance and direction of the Relationship Management/Development Officer; * Cultivate ...

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Relationship Management Associate information

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 are popular job titles related to Relationship Management Associate jobs in Iowa? For Relationship Management Associate jobs in Iowa, the most frequently searched job titles are:
What job categories do people searching Relationship Management Associate jobs in Iowa look for? The top searched job categories for Relationship Management Associate jobs in Iowa are:
What cities in Iowa are hiring for Relationship Management Associate jobs? Cities in Iowa with the most Relationship Management Associate job openings:
Relationship Management Associate jobs near you
Wealth Management Associate

Wealth Management Associate

Hills Bank

Marion, IA • On-site

Full-time

Posted 21 days ago

Job description

SCHEDULE: Full-time: Typical hours are Monday-Friday 8:00am-5:00pm
LOCATION: 3204 7th Ave, Marion, IA 52302
BENEFITS: Our employees are our most valuable assets, so we invest in them with a comprehensive and competitive benefits package. Our philosophy of taking care of the customer extends to taking care of our employees so that they, in turn, can take good care of themselves and their families. Join Hills Bank and let us surprise you with even more perks!
SCOPE:
The Hills Bank Trust and Wealth Management department provides a broad range of financial services to help clients manage, grow and protect their wealth.
The Wealth Management Officer career track may start at the Wealth Management Analyst or Wealth Management Associate roles. These roles focus on the fundamentals of financial planning and account management. You'll gain valuable hands-on experience working alongside leading professionals in the disciplines of financial planning, retirement planning, investments and trust services.
The primary focus for this position is partnering with Wealth Management Officers in development of new client opportunities, expanding existing relationships (wealth management and overall banking) and retention of current customers. Collaborative teaming and partnering is a necessary requirement of this position to ensure positive perspective and existing customer experiences and demonstrate the depth of the Trust and Wealth Management Department. Wealth Management Associates are expected to support other Trust and Wealth Management Officers with business development and ongoing account administration, including developing and implementing personalized financial plans, monitoring of client investment portfolios managed by the Bank and other client administrative responsibilities to ensure smooth day-to-day client experiences and supporting department and bank growth.
ACCOUNTABILITIES:
Wealth Management and Business Development Support (60%)
  • Solve complex account issues that require extensive analysis while moving through different scenarios and systems. You will work in conjunction with other internal teams including Wealth Management, Investments, Trust and Operations.
  • Assist customers with establishing new accounts and initiating funding and rollover transactions.
  • Communicate directly with customers and internal colleagues to ensure the execution of customer deliverables and progress towards Hills Bank's goals.
  • Assist in the creation and updating of prospect and customer financial plans and investments analyses.
  • Utilize software and tools that facilitate financial planning
  • Gather data and create reports that are utilized by the department and its committees.
  • Enhance and maintain Hills Bank's reputation as an area leader in wealth management.
  • Note and verify significant information as required by Hills Bank policy and procedure. Ensure that Hills Bank procedures are followed.
  • Maintain confidentiality of customer account information.

Account Administration (40%)
  • Administer various wealth management accounts including all types of IRAs and Individual Portfolios as provided under the governing instrument in accordance with Bank policy, established practice, approved procedures and legal constraints with primary focus in the area of financial and retirement planning.
  • Work with investment officers to invest client accounts in wealth management model portfolios. Maintain investment direction in all accounts under administration, including monitoring of investment objectives, asset allocations, and keeping cash invested as appropriate.
  • Resolve a high volume of customer inquiries in a timely manner while providing exceptional customer service.
  • Perform annual account and investment reviews for each assigned account.
  • Ensure that transactions in accounts under their direct administration are given proper tax codes, have a general knowledge of tax rules.

EDUCATION AND SPECIAL REQUIREMENTS:
  • Associate degree or equivalent combination of education and wealth management experience.
  • Minimum of one year of experience with wealth management, private banking, financial planning, investment or trust administration.
  • Proficiency in basic office skills, including computer use, communication, and standard office equipment.

EQUAL OPPORTUNITY EMPLOYER/VETERANS/DISABILITY

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