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Relationship Management Associate Jobs in Dallas, TX

W3Global Inc.

Wealth Management Associate

Fort Worth, TX · On-site

$75K - $85K/yr

Wealth Management Associate Location: Fort Worth, TX Reports To: Managing Director / Lead Advisor ... client relationship management within a wealth management environment. Successful candidates ...

TIAA

Third-Party Relationship Management

Dallas, TX · On-site

$124K - $174K/yr

Sedentary Work Career Level 9IC Required: * 5 + years of sales and/or relationship management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Third-Party Relationship Management

Frisco, TX · On-site

$124K - $174K/yr

Sedentary Work Career Level 9IC Required: * 5 + years of sales and/or relationship management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Third-Party Relationship Management

Dallas, TX

$124K - $174K/yr

Sedentary Work Career Level 9IC Required: * 5 + years of sales and/or relationship management ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

Capital One

Relationship Manager

Plano, TX · Hybrid

Look no further; a 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 level ...

Frost Bank

Associate Relationship Manager

Fort Worth, TX · On-site

$38K - $47K/yr

If so, the Associate Relationship Manager I could be the role for you. At Frost, it's about more ... Strong organizational and time management skills * Previous banking experience and knowledge of ...

Frost Bank

Associate Relationship Manager

Fort Worth, TX

$38K - $47K/yr

If so, the Associate Relationship Manager I could be the role for you. At Frost, it's about more ... Strong organizational and time management skills * Previous banking experience and knowledge of ...

Eliassen Group

Salesforce CRM Developer

Westlake, TX · On-site

$60 - $65/hr

On-site in Westlake, TX Our client seeks a Salesforce CRM developer to partner with Sales and ... The role supports the Platform squad within the Associate Digital Experience Product Area, enabling ...

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All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Dallas, TX

Relationship Management Associate information

See Dallas, TX salary details

$24.7K

$46.6K

$66.3K

How much do relationship management associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for relationship management associate in Dallas, TX is $46,582.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,600.00 and $49,500.00 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.

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 Dallas, TX?

The most popular types of Relationship Management jobs in Dallas, TX are:

What job categories do people searching Relationship Management Associate jobs in Dallas, TX look for?

The top searched job categories for Relationship Management Associate jobs in Dallas, TX are:

What cities near Dallas, TX are hiring for Relationship Management Associate jobs?

Cities near Dallas, TX with the most Relationship Management Associate job openings:

Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Dallas, TX as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 84% Physical, 2% Hybrid, and 14% Remote job distribution, with an average salary of $46,582 per year, or $22.4 per hour.

Wealth Management Associate

Allworth Financial

Dallas, TX • On-site

Full-time

Re-posted 17 days ago

Job description

SUMMARY: The Wealth Management Associate partners closely with their assigned external sales representatives and advisors working to promote and sell Allworth's financial advice solutions to prospective clients referred by outside partners. They are the first point of contact for external partners and prospective clients and are responsible for prompt meeting scheduling, accurate and timely data gathering and client deliverables, and generally overseeing the sales cycle to ensure a superior client experience and new business success. The role requires best-in-class relationship management and communication skills and excellent organizational skills. The ideal candidate is a natural relationship builder, ambitious, and has a strong sense of urgency and accountability to the task at hand. The Wealth Management Associate reports directly to the Head of Custodial Referral Programs but receives workflow direction from their assigned sales representatives and by meeting the demands of our external partners.

The Wealth Management Associate works actively as part of a cross-functional, centralized support team to: (1) Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner; (2) Coordinate with all internal and external parties to make sure each step of the sales cycle is completed in an optimal timeframe; and (3) Oversee the onboarding process to ensure a superior client experience and new business success.

 

DUTIES AND RESPONSIBILITIES:

  1. First point of contact (25%)
    • Serve as the first point of contact for incoming new business referrals, immediately acknowledging and acting on next steps for prospective clients and the referring partner
    • Ensure introductory meeting is scheduled in a timely manner and in coordination with all involved parties
    • Gather and document initial client case information to facilitate the introductory meeting
    • Adhere to best-in-class response and turnaround times both initially and throughout the new business process
  1. Sales cycle oversight (40%)  
  • Coordinate with all internal and external parties to ensure each step of the sales cycle is completed in an optimal timeframe
  • Work to gather the information necessary to create and disseminate prospective client deliverables, including financial plans, investment proposals, and any supplemental presentation materials
  • Oversee the onboarding process including paperwork packet creation and delivery to all appropriate parties, funding of accounts, and necessary communications
  1. Ongoing sales support (35%)
  • Maintain superior knowledge of program-specific rules of engagement and systems
  • Help to oversee assigned regional pipelines of new business opportunities
  • Provide data management and systems-related support to assigned sales reps
  • Report on the effectiveness of regional sales activity and tactics to leadership, as requested

Willingness to travel up to 10%

EXPERIENCE AND QUALIFICATIONS:

  • 4-year degree in finance, business or related
  • 3+ years of sales support or related experience
  • Client service or relationship management experience a plus
  • Working knowledge of Salesforce or a similar CRM a plus
  • Ability to effectively manage multiple projects
  • Well organized and with excellent attention to detail, including basic proofreading skills
  • Excellent verbal and written communication skills
  • Ability to work independently and within a team
  • Strong working knowledge of MS Office programs (Excel, Word and PowerPoint)
  • Willingness to learn about - and work compliantly within - the financial services industry
  • Must be in good compliance standing with all rules, regulations and policies Must be in good compliance standing with all rules, regulations and policies

OSHA REQUIREMENT: This position requires the ability to stand or sit for long periods of time, lift at least 15 pounds, file documents in high or low cabinets, to use the telephone and to use the computer systems.

 

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