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Relationship Management Associate Jobs in Chicago, IL

Bartlett Wealth Management

Client Relationship Associate

Chicago, IL · Hybrid

$41K - $51K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Manage client information - regularly update client relationship management (CRM) records by ... Associates or Bachelor's degree in business from an accredited college or university or equivalent ...

Bank of America

Relationship Manager

Chicago, IL · On-site

  • PTO

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

Chicago, IL · On-site

  • PTO

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 ...

AbbVie

Director, CRM Product Lead

Mettawa, IL

$266K - $279K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Partner with the Associate Director, CRM Activation, on deployment planning and field readiness to integrate product and activation strategies. * Communicate roadmap updates, release decisions, and ...

AbbVie

Director, CRM Product Lead

Mettawa, IL

$266K - $279K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Partner with the Associate Director, CRM Activation, on deployment planning and field readiness to integrate product and activation strategies. * Communicate roadmap updates, release decisions, and ...

AbbVie

Director, CRM Product Lead

Mettawa, IL · On-site

$160K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Partner with the Associate Director, CRM Activation, on deployment planning and field readiness to integrate product and activation strategies. * Communicate roadmap updates, release decisions, and ...

AbbVie

Associate Director, CRM Product Owner

Mettawa, IL

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Purpose The Associate Director, CRM Product Owner owns the roadmap, requirements, and releases for a defined AbbVie Field Tools product. As the US subject matter expert, this role supports field ...

AbbVie

Associate Director, CRM Product Owner

Mettawa, IL · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Purpose The Associate Director, CRM Product Owner owns the roadmap, requirements, and releases for a defined AbbVie Field Tools product. As the US subject matter expert, this role supports field ...

AbbVie

Associate Director, CRM Product Owner

Mettawa, IL · On-site

$141K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Purpose The Associate Director, CRM Product Owner owns the roadmap, requirements, and releases for a defined AbbVie Field Tools product. As the US subject matter expert, this role supports field ...

RWE

Sr Asset Management Associate

Chicago, IL · On-site

$95K - $129K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Role Responsibilities: * The Sr. Associate will assist the Asset Manager in driving the ... Manage select vendor/service provider relationships and assist in contract alignment reviews

Blue Ridge Associates

Client Relationship Manager

Chicago, IL · On-site +1

$145K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

At Blue Ridge Associates, we don't just administer retirement plans -- we help people build lasting ... Proficient in CRM software and Microsoft Office. Key Competencies: * Relationship Management

Capital One

Flex Relationship Manager

Downers Grove, IL · On-site

Look no further; a Flex Relationship Manager Associate at Capital One is the opportunity for both! This role will facilitate strong partnerships with dealers and sales managers while providing high ...

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Showing results 21-40

All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Chicago, IL

Relationship Management Associate information

See Chicago, IL salary details

$25.8K

$48.5K

$69K

How much do relationship management associate jobs pay per year?

As of Aug 15, 2026, the average yearly pay for relationship management associate in Chicago, IL is $48,508.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,200.00 and $51,500.00 per year, depending on experience, location, and employer.

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.

What are the most commonly searched types of Relationship Management jobs in Chicago, IL?

The most popular types of Relationship Management jobs in Chicago, IL are:

What are popular job titles related to Relationship Management Associate jobs in Chicago, IL?

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

What job categories do people searching Relationship Management Associate jobs in Chicago, IL look for?

The top searched job categories for Relationship Management Associate jobs in Chicago, IL are:

Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Chicago, IL as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $48,508 per year, or $23.3 per hour.

Client Relationship Associate

Bartlett Wealth Management

Chicago, IL • Hybrid

$41K - $51K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 10 days ago

Job description

The Client Relationship Associate (CRA) is a member of the client service team and works closely with Wealth Advisors, Financial Planners, clients, and several departments within the firm and plays a critical role in supporting client service, retention, and business growth.

Essential Functions:

  • Act as a point of contact and demonstrate a client-first attitude, addressing client inquiries and concerns.
  • Actively work to meet and anticipate the needs of the Advisors and clients they support.
  • Assist with all facets of new client onboarding process including opening accounts, client portal set up and access, and managing all related account documents between clients, advisors, and investment custodians.
  • Manage client information - regularly update client relationship management (CRM) records by maintaining client profiles, information, and activities, utilize client portal, submit, and follow up on necessary paperwork.
  • Handle all distribution and money movement requests.
  • Serve as a liaison between client, custodian, and Advisors, as well as third parties.
  • Schedule and organize client meetings for Advisors and coordinate presentation and meeting materials with Client Communications Associate
  • Troubleshoot client issues promptly and effectively.
  •  Support the preparation of client presentations and other meeting materials.
  • Utilize Bartlett's compliance software to ensure proper recordkeeping.
  • Assist with office administrative duties as needed.

Knowledge, Skills, & Abilities:

  • Collaborate with all internal departments and teams to ensure client needs are met.
  • Adhere to all regulations and policies.
  • Use extreme discretion, maintain confidentiality, and act with the utmost integrity.
  • Work well under pressure and time constraints.
  • Work independently to complete tasks in a timely and efficient manner while maintaining accuracy and attention to detail.
  • Be organized, detailed-oriented, and able to multitask and prioritize workflow in a changing work environment.
  • Communicate effectively with a wide range of people in a professional manner using tact, courtesy, and good judgment, both verbally and written.
  • Be a team player, collaborative, and able to work with and through others.

Requirements

  • Minimum of 3 - 5 years of relevant work experience, preferably in the financial services/investment management industry.
  • Associates or Bachelor's degree in business from an accredited college or university or equivalent experience is preferred.
  • Proficiency with Microsoft applications, including Outlook, Word, and Excel with advanced skills for exporting and merging information into documents and a demonstrated ability to use/learn advanced software, systems, and devices.  
  • Experience with CRM software (Practifi/Salesforce experience preferred), portfolio management platforms (Addepar experience preferred), and custodian systems (i.e., Schwab, Fidelity, Pershing).
  • Experience or familiarity with electronic document repositories, e-signature, and PDF applications (i.e., Laserfiche, DocuSign, Adobe/Nitro).
  • Proficiency in business English, composition, spelling, grammar, and punctuation and the demonstrated ability to efficiently compose and prepare correspondence and documents.

Benefits

  • A Top Workplace winning culture built on teamwork, integrity, and diligence.
  • Engaging work environment.
  • Opportunity for professional growth and development.
  • A hybrid work schedule.
  • Competitive salary and eligibility for annual firm profitability/individual performance incentive.
  • Comprehensive benefits package including medical, dental, vision, life, and long-term disability insurance, flexible spending accounts and more.
  • 401(k) plan with match and profit-sharing contribution.
  • Generous paid time off.
  • Paid parental and medical leave.

Bartlett is an Equal Opportunity Employer

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