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Relationship Management Associate Jobs in Houston, TX

Powell

Project Management Associate

Houston, TX · On-site

Position Summary Project Management Associate is an interim, developmental role in which the ... Establishing relationships with project team members, internal functions/customers, and key ...

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Placement Partners Inc.

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CRM Administrator (Hubspot)

Jersey Village, TX · On-site

$45K - $70K/yr

Placement Partners, Inc. (DBA Hughes & Associates) is an industry-leading executive recruiting firm ... We are seeking a HubSpot Administrator / CRM Operations Specialist who is passionate about ...

New

Placement Partners Inc.

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CRM Administrator (Hubspot)

Houston, TX · On-site

$45K - $70K/yr

Placement Partners, Inc. (DBA Hughes & Associates) is an industry-leading executive recruiting firm ... We are seeking a HubSpot Administrator / CRM Operations Specialist who is passionate about ...

New

Repsol

Asset Management Associate

Houston, TX · Hybrid

$15.75 - $21/hr

The Asset Management Associate will support the Asset Management team with development and ... relationships, and general overall operational purview. The position is based in Downtown Houston ...

Frost Bank

Associate Relationship Manager I

Houston, 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 ...

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

Relationship Management Associate information

See Houston, TX salary details

$23.9K

$45K

$64K

How much do relationship management associate jobs pay per year?

As of Aug 14, 2026, the average yearly pay for relationship management associate in Houston, TX is $44,968.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,200.00 and $47,700.00 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 popular job titles related to Relationship Management Associate jobs in Houston, TX?

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

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

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

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

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

Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Houston, TX as of August 2026, with employment types broken down into 1% As Needed, 86% Full Time, 11% Part Time, and 2% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $44,968 per year, or $21.6 per hour.

Internal Sales/Relationship Management Associate

Stephens

Houston, TX • On-site

$38K - $47K/yr

Full-time

Re-posted 3 days ago

Job description

We are seeking a highly motivated Internal Sales / Relationship Management Associate to support the firm's distribution efforts and deepen relationships across our intermediary and institutional client base. This individual will partner closely with the sales and client services teams to drive asset growth, enhance client engagement, and deliver a best-in-class experience to consultants, financial advisors, RIAs, and institutional investors.
The ideal candidate will have 3-5 years of relevant experience within asset management or wealth management, strong capital markets knowledge, and a demonstrated ability to build and maintain productive client relationships.
ESSENTIAL DUTIES AND RESPONSIBILITIES
  • Maintain existing relationships by providing SIMG updates and information to Institutional Consultants, RIA and other relationships on a regular basis.
  • Helps identify new business opportunities, upcoming product searches, and works closely with sales team members to further develop these opportunities.
  • Ensure client servicing needs are met by providing monthly, quarterly and other reporting needs based on the client's requirements. Compile and verify accuracy of client reports, ensure all reporting requirements and investment guidelines are met, deliver client reporting statements in a timely manner and in the client's preferred format.
  • Assist with the creation, maintenance and distribution of marketing materials for separately managed accounts including commentaries, fact sheets, brochures, PowerPoint, etc. Assist with the compilation and formatting of all information contained therein.
  • Manages the process for developing and optimizing our marketing message and brand identity, including ways to improve our digital presence in social media to widen our reach.
  • Understand SIMG's investment strategies in detail (philosophy/process) in order to speak to clients and prospect relationships about the investment services offered by SIMG.
  • Assist in production Requests for Proposals, Requests for Information, Due Diligence Questionnaires and industry databases.
  • Performs various competitor and product landscape research.
  • Plans and executes certain communications, due diligence (onsite and offsite) as required.
  • Manages the digital marketing calendar ensuring a cadence of communication.
  • Work with SIMG specific systems and software to generate reports and provide analysis, reporting and marketing of SIMG products.
  • Performs other duties as assigned by management.

EDUCATION AND/OR EXPERIENCE
  • Bachelor's degree in Finance, Economics, Business or a related field.
  • Three to five years of experience in asset management or wealth management (internal sales, client service, relationship management, or a similar role).
  • Equivalent combination of education and experience.

GENERAL KNOWLEDGE, SKILLS, AND ABILITIES
  • Strong understanding of capital markets and investment products.
  • Excellent verbal, written and organizational skills and strong attention to detail.
  • Self-motivated with the ability to work independently in a fast-paced environment.
  • Ability to prioritize and handle multiple tasks simultaneously.
  • Analytical, critical thinking and problem solving skills with the ability to determine the appropriate action.
  • Process management skills.
  • Establish and maintain effective working relationships at all levels of the organization.

  • Proficient in Microsoft Office Suite or similar software, with the ability to learn and utilize industry specific software as required.

  • Ability to maintain confidentiality.
  • Demonstrated reliability in attendance and work performance.

  • Attention to detail with emphasis on accuracy and quality.
  • Demonstrated ability to handle difficult situations with candor and professionalism.
  • Requires the ability to work where there are frequent time constraints and can be stressful at times.
  • Ability to work non-standard hours and travel if required.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.

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