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Relationship Management Associate Jobs in Maryland

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CRM Specialist

Columbia, MD

Position Overview We are seeking a dynamic and detail-oriented CRM Specialist to join our team. In ... Associate's degree or Bachelor's degree required Compensation will be determined based on ...

Bank of America

Relationship Manager

Towson, MD · On-site

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

Bank of America

Relationship Manager

Towson, MD

Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We ...

T Rowe Price

Relationship Manager

Baltimore, MD · Hybrid

Rowe Price Associates (TRPA) and T. Rowe Price Investment Management (TRPIM). This role partners ... Build relationships with Portfolio Managers, Analysts, Associate Analysts, Corporate Relations ...

Abbott

$43K - $109K/yr

... Associate program with minimum of: * 1 year of experience or program certificate such as ATI, PrepMD, etc. * Ability to become fully certified on CRM products within 2 years * Strong technical ...

Abbott

$43K - $109K/yr

... Associate program with minimum of: * 1 year of experience or program certificate such as ATI, PrepMD, etc. * Ability to become fully certified on CRM products within 2 years * Strong technical ...

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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 Maryland?

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

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

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

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

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

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

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

Relationship Management Associate jobs near you

Relationship Management Associate, Institutional Sales

Baltimore, MD • Hybrid

T Rowe Price
Funds, Trusts and Financial Programs • 5 - 10K employees

9.1

Company rating: 9.1 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Great coworkers

People enjoy working here

Good employer

Learn more about T Rowe Priceexternal

Full-time

Re-posted 22 days ago

Job description

Role Summary

Responsible for partnering with the Americas sales executives on sales and revenue generation and/or client relationship management for larger/more complex accounts. Responsibilities include developing and monitoring lead generation plans for new revenue pipelines; building industry experience and proactively researching trends, competitor services/offerings, and clients' business environment; identifying opportunities based on client goals that may cross multiple business unit services/offerings. Support the achievement of sales targets.

Responsibilities

  • Partners with RMs to sell the organization's products and/or services and promotes the firm's services and offerings. Participates in the negotiation of sales of products and services across internal departments, and in structuring deals in the best interests of the client and the firm. Identifies and qualifies prospects for RMs, develops a "trusted advisor" relationship, and helps them find solutions to address client needs. Evaluates the potential of prospects; develops and executes a plan for capitalizing on those opportunities. Develops knowledge of Americas clients, their sensitivities, and their business needs to affect their decision-making. Coordinates sales opportunities for assigned clients across T. Rowe Price business units, as necessary.

  • Partners with marketing team contacts and other sales teams to drive marketing programs and content. Participates in idea generation and the development of messaging and tactics to promote our products and services. Keeps abreast of engagement activity occurring throughout the firm. Liaises with relevant business contacts (internally and externally) to coordinate services to the client. Escalates relevant issues to senior team members or management. Applies high client service protocols to ensure client satisfaction.

  • Develops relationships with client contacts to conduct meetings and deliver presentations on new products and services. Generates new leads through client and market research. Develops custom approaches for clients based on individual needs.

  • Partners with teams across the enterprise to understand best practices in client services, applicable regulatory requirements, industry trends, and competitor services/offerings. Applies research findings to generate regional sales strategies and materials generation. Completes assigned action plan implementation tasks and may assign implementation activities to less experienced professionals. Analyzes complex data, trends, plan changes, and strategies to keep up to date with sales/relationship performance. Leverages data and uses complex key metrics to directly manage and respond to client inquiries; resolves problems and makes recommendations within scope of knowledge.

  • Negotiates sales across a wide product and services portfolio, engaging the appropriate internal contacts, as directed, to ensure contract requirements are in alignment with organizational policies and standards. Seeks final approval from all required parties.

Qualifications

Required:

  • Bachelor's degree or the equivalent combination of education and relevant experience AND

  • 2+ years of total relevant work experience

  • FINRA licenses (Series 7 and 63) licenses are required and will be supported for this role.

Preferred:

  • Knowledge of fixed income markets and fixed income products preferred

  • CFA certification preferred, but not required

FINRA Requirements

FINRA licenses are required and will be supported for this role.

Work Flexibility

This role is eligible for hybrid work, with up to two days per week from home.

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