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Relationship Management Associate Jobs in Michigan

Curi Capital

Wealth Management Associate

Grand Rapids, MI · Hybrid

$15.25 - $20.25/hr

... Wealth Management Associate in our St. Joe, Michigan or Grand Rapids, Michigan office . In this ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

Covius

Document Management Associate

Madison Heights, MI · On-site

$16 - $16.27/hr

For the Document Management Associate, Covius is seeking an individual with high attention to ... This policy applies to all aspects of the employment relationship including recruitment and hiring ...

Schoolcraft College

CRM Operations On-Call

Livonia, MI · On-site

$17 - $19/hr

Posting Details Position Information Job Title CRM Operations On-Call Job Summary This position ... Associate or Bachelor's degree in related field. Physical Requirements Schoolcraft College is ...

Schoolcraft College

CRM Operations On-Call

Livonia, MI · On-site

$17 - $19/hr

Posting Details Position Information Job Title CRM Operations On-Call Job Summary This position ... Associate or Bachelor's degree in related field. Physical Requirements Schoolcraft College is ...

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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 Michigan? For Relationship Management Associate jobs in Michigan, the most frequently searched job titles are:
What job categories do people searching Relationship Management Associate jobs in Michigan look for? The top searched job categories for Relationship Management Associate jobs in Michigan are:
Relationship Management Associate jobs near you

CRM (Dynamics) Platform Analyst

Jackson National Life

Lansing, MI

Full-time

Posted 6 days ago

Job description

If you are an internal associate, please login to Workday and apply through Jobs Hub.

Job PurposeThe CRM Platform Analyst is responsible for the administration of the CRM platform. This includes maintenance, system enhancements/upgrades, and ensuring data integrity. The Analyst will work with other members of the team in maintaining the database and act as one of the primary contacts for the CRM platform. The Analyst will assist with identifying opportunities to improve efficiencies and recommend/implement solutions, as well as maintain proper documentation of best practices for standard operating procedures. The Analyst will also assist with the development of test criteria and verifying test output for upgrades and enhancements.Essential Responsibilities
  • Manage CRM platform security including roles, profiles, sharing rules, workflows and groups.
  • Maintain and customize CRM platform applications.
  • Build custom reports, dashboards, and workflows.
  • Manage operational requests and reporting including customer analysis and individual views, and troubleshoot issues.
  • Develop training materials and provide training and support to the CRM platform end users.
  • Manage all sales related technical resources and migration of data into the CRM platform.
  • Evaluate new releases of the CRM platform to determine functionality requirements and provide detailed information on how changes will apply to all affected departments/users.
  • Assists with the development of test criteria and verifying test output for upgrades and enhancements.
  • Manage and coordinate new functionality release notes to the user community.
  • Provides training and mentoring to associates.
Other Duties
  • Performs other duties and/or projects as assigned.
Knowledge, Skills and Abilities
  • Eye for detail and analytical skills.
  • Ability to understand, apply and use personal computers and software applications including skills in the CRM platform, Power Point, Excel, and Word.
  • Effective time management skills.
  • Ability to work independently and be self-motivated.
  • Strong written and verbal communication skills.
  • Ability to carry out instructions furnished in written or oral form.
  • Ability to work under pressure.
  • Ability to work with all levels within the organization.
  • Strong customer service orientation.
  • Ability to multi-task.
  • Demonstrated ability to link/integrate data from multiple data sources
  • Ability to see the "big picture" while managing several small projects.
  • Knowledge of the financial services industry and its products a plus.
Qualifications
  • Bachelor's Degree or equivalent work experience required.
  • 1+ years of CRM platform administration experience required.
  • Microsoft Power Platform / Dynamics 365 CRM experience preferred.
  • Microsoft Power Platform Fundamentals Certification within 180 Days required.
  • Dynamics 365 Fundamentals (CRM) Certification within 180 Days required.

Jackson is proud to be an equal opportunity workplace. The Company subscribes to and endorses federal and state laws and regulations relating to equal employment opportunity for all persons without regard to race, color, religion, gender, age, national origin, legally-recognized disability, marital status, legally-protected medical condition, citizenship, ancestry, height, weight, sexual orientation, veteran status, or any other factor not related to the needs of the job. The Company is committed to a policy of equal opportunity. Company facilities and campuses are tobacco-free environments.

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