ZipRecruiter

Log In

1

Relationship Management Associate Jobs in Pennsylvania

Five Below

Manager, CRM

Philadelphia, PA · On-site

  • Medical

Just ask any of our over 27,000 associates who work at Five Below and they'll tell you there's no ... Partner with Head of CRM to develop a Lifecycle marketing strategy and bring it to life * Use web ...

CRM Residential

Leasing Associate

Philadelphia, PA

$28.50 - $30/hr

Philadelphia, PA Job Type: Full-Time CRM Residential is looking for an energetic, customer-focused Leasing Associate to join our team! If you enjoy helping people, staying organized, and creating a ...

CRM Residential

Leasing Associate

Philadelphia, PA · On-site

$28.50/hr

Philadelphia, PA Job Type: Full-Time CRM Residential is looking for an energetic, customer-focused Leasing Associate to join our team! If you enjoy helping people, staying organized, and creating a ...

next page

Showing results 1-20

All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Pennsylvania

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 popular job titles related to Relationship Management Associate jobs in Pennsylvania?

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

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

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

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

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

Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Pennsylvania as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 19% Part Time, 2% Contract, and 1% Nights. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution.

Management Associate, Portfolio Management

Glenmede Trust Co

Philadelphia, PA • On-site

Full-time

Medical, Retirement, PTO

Re-posted 29 days ago

Job description

Empowering Financial Futures.

For more than 65 years, Glenmede’s independent ownership, innovation and unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients.

Our people are invaluable. Through a team-oriented environment, your knowledge, expertise and varied backgrounds contribute to thoughtful innovation. Our culture fosters opportunities for continuous career growth and development in all areas of the organization. Working at Glenmede, you will experience the infrastructure and resources of a large firm combined with the client and employee focus of an independently owned boutique.

Private Wealth: Empowering the confident pursuit of purpose, passions and legacy through integrated wealth management.

To us, wealth is not static or one-dimensional. The complexities of wealth management require an integrated approach to anticipating, understanding and addressing unique client circumstances. Our team of experts partners with every client to personalize solutions that lead to exceptional outcomes. Our success is determined by the success of our clients.

This position will operate in a hybrid work environment, 3 days per week in the office (Philadelphia, PA).

OVERVIEW:

The primary function of the Management Associate is to support a team of Relationship Managers, Portfolio Managers and investment specialists in the daily execution of portfolio management responsibilities and the respective daily client service requirements. The role is an integral component of the relationship team and will provide a broad landscape from which to learn the application of holistic, goals-based wealth and investment management. The Management Associate position is intended for an individual with an interest in portfolio management, construction and implementation for private clients.

RESPONSIBILITIES:

Portfolio Management and Investments

  • Assist Portfolio Managers in the management of client portfolios. This includes analysis of asset allocation, portfolio construction, and strategy-specific investments to ensure that portfolios are aligned with the client’s wealth objectives, investment policy guidelines and Glenmede’s best thinking.
  • Analyze asset-specific data to formulate perspectives around asset allocation, portfolio construction, and strategy specific investments.
  • Synthesize data into observable messages around style/sector tilts, geographic concentrations, performance drivers, risk contribution, and company-specific information.
  • Actively participate in internal investment meetings, including morning update, Investment Policy Committee (IPC), and manager/strategy updates by the Manager Research Group (MRG).

Relationship Management and Client Service

  • Proactively and independently handle routine to moderately complex client (internal and/or external clients) inquiries as part of the relationship management team.
  • Respond to client requests or proactively identify potential issues in the normal course of business, undertake research or take needed action to resolve (with guidance from senior officers where appropriate) and keep all relevant parties informed.
  • Cover situations that arise when other team members are out of the office.
  • Act as initial point of contact for client and internal communications, manage information flow, prioritize needs, assist with and draft communications, as required.
  • Participate in client meetings and conference calls, as requested.
  • Assist relationship management team in maintaining client information and communications in the client relationship management (CRM) system in accordance with firm best practices.
  • Develop a strong foundational understanding of wealth management topics including; financial, estate and income tax planning.

Portfolio and Account Administration

  • Review daily reports (e.g., transaction, overdraft, bond maturity) for possible investment implications.
  • Assist in preparation of presentation materials for client meetings.
  • Coordinate with wealth planning, wealth advisory, tax, or other departments to ensure deadlines are met.
  • Develop an understanding of middle and back office functions and processes and how they apply to data and systems used in the management of portfolios.
  • Assist with firm compliance and regulatory reviews as a means to reduce firm-level risk and the employment of portfolio management best practices.

Business Development

  • Attend Glenmede sponsored events as requested.

Firm Building

  • Active engagement in department-specific and firm-wide initiatives in order to expand capabilities, create solutions to unmet business needs, improve client experience, or develop more efficient processes.
  • Ability and willingness to contribute to the advancement of team, office and business capabilities.
  • Other duties as required by the position.

REQUIRED QUALIFICATIONS:

  • Bachelor’s degree.
  • 0-5 years of experience in an investment environment.

PREFERRED QUALIFICATIONS:

  • Interest in or progress toward CFA or CFP designations is preferred.
  • Advanced knowledge of Microsoft Office and ability to adapt to investment and CRM-oriented IT applications.
  • Superior team orientation.
  • Self-starter with a great deal of initiative.
  • Excellent written and verbal communication skills.
  • Full understanding of client privacy and confidentiality.
  • Proven competence in the following: ability to work well under pressure; detail-oriented, particularly with financial calculations; organizational and problem-solving skills; ability to multi-task and prioritize work.

Headquartered in Philadelphia, PA, Glenmede has 9 office locations in the US. For further information, please visit http://www.glenmede.com.

Our Benefits Overview:

-Competitive health and welfare benefits, including company HSA contributions

-Numerous voluntary benefit choices available

-Superior 401k match

-Tuition reimbursement

-Company subsidized commuter benefits

-Generous paid time off, including parental leave

-Plus more!

Glenmede is an equal opportunity workplace and is committed to ensuring equal employment opportunity without regard to any legally protected characteristics. To learn more about Glenmede’s policy on equal employment opportunity, please visit https://www.glenmede.com/equal-opportunity-employer/.

** We are not seeking agency assistance with this role. No agencies, third parties, or phone calls, please. Glenmede is not accepting unsolicited resumes from search firms. All resumes submitted by search firms to any employee at Glenmede via-email, the Internet, or directly without a valid written search agreement will be deemed the sole property of Glenmede, and no fee will be paid in the event the candidate is hired by Glenmede

#LI-Hybrid

Apply