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Relationship Management Associate Jobs in Raleigh, NC

Curi Capital

Wealth Management Associate

Raleigh, NC · Hybrid

$15.25 - $20.50/hr

... as a Wealth Management Associate . In this role, you will be responsible for performing ... You will also assist the Wealth Advisors in establishing relationships with clients and be ...

MyEyeDr.

Sr. IT CRM Developer

Raleigh, NC · On-site

Description About the role We are seeking a Sr. CRM Developer to lead the technical development and ... Participate in our Vision coverage and associate discounts on our products * Participate in our ...

MyEyeDr.

Sr. IT CRM Developer

Raleigh, NC · Hybrid

Description About the role We are seeking a Sr. CRM Developer to lead the technical development and ... Participate in our Vision coverage and associate discounts on our products * Participate in our ...

Curi Capital

Wealth Management Associate

Raleigh, NC · On-site

$60K - $70K/yr

We are committed to building meaningful relationships and making a difference in our clients ... as a Wealth Management Associate . In this role, you will be responsible for performing ...

MyEyeDr.

CRM Campaign Specialist, New Locations

Raleigh, NC · Hybrid

$82K - $92K/yr

Description About the Role As CRM Campaign Specialist (New Locations), you will own the end-to-end ... Participate in our Vision coverage and associate discounts on our products * Participate in our ...

New

MyEyeDr.

CRM Campaign Specialist, New Locations

Raleigh, NC · On-site

$82K - $92K/yr

Description About the Role As CRM Campaign Specialist (New Locations), you will own the end-to-end ... Participate in our Vision coverage and associate discounts on our products * Participate in our ...

New

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All JobsRelationship Management Associate JobsRelationship Management Associate Jobs in Raleigh, NC

Relationship Management Associate information

See Raleigh, NC salary details

$24.3K

$45.8K

$65.1K

How much do relationship management associate jobs pay per year?

As of Sep 4, 2026, the average yearly pay for relationship management associate in Raleigh, NC is $45,774.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,900.00 and $48,600.00 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 job categories do people searching Relationship Management Associate jobs in Raleigh, NC look for?

The top searched job categories for Relationship Management Associate jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Relationship Management Associate jobs?

Cities near Raleigh, NC with the most Relationship Management Associate job openings:

Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in Raleigh, NC as of August 2026, with employment types broken down into 89% Full Time, and 11% Contract. Highlights an 89% In-person, and 11% Remote job distribution, with an average salary of $45,774 per year, or $22 per hour.

Wealth Management Associate

Curi Capital

Raleigh, NC • Hybrid

$15.25 - $20.50/hr

Full-time

Re-posted 21 days ago

Job description

Location

Raleigh, North Carolina

This is a hybrid role located at 700 Spring Forest Road, Suite 400. Team members are expected to come into the office three days a week. 

The Role

We are looking for an organized and collaborative individual with excellent communication skills to join our Wealth Management team as a Wealth Management Associate. In this role, you will be responsible for performing administrative and financial planning functions associated with servicing high net worth clients while working in a team environment. You will also assist the Wealth Advisors in establishing relationships with clients and be responsible for maintaining client contact, servicing client needs and troubleshooting problems, while training to become a Wealth Advisor. 

You will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical. 

In this role, you will understand how processes and products work together in a client's portfolio. Once a minimum of one year's experience has been achieved, you will assist the Wealth Advisors with personal delivery of financial planning activities.

Key Result Areas

  • Establish and maintain effective relationships and provide client service that builds satisfaction and confidence
  • Provide support to Wealth Advisors by gathering the necessary data to manage client relationships. Update and inform Wealth Advisors about client activity as appropriate
  • Analyze and evaluate the financial status of clients and prospects
  • Participate in 1-4 client or prospect meetings or calls each week
  • Understand how processes and products work together and apply that knowledge to satisfy client questions and concerns
  • Demonstrate critical thinking and good judgment in all situations
  • Research and communicate the resolution of complex problems and implement solutions
  • Ensure completion of internal projects
  • Develop and present financial planning recommendations, including but not limited to, retirement and education projections
  • Provide effective, timely and proactive communication with clients, colleagues and third parties 

Key Skills

  • Successful candidates will demonstrate an aptitude to learn and grow in responsibilities and accountabilities over time
  • Demonstrated ability to build mutually beneficial relationships required
  • Demonstrated ability to multi-task and prioritize work required
  • Must be detail oriented and have demonstrated ability to solve problems and meet deadlines
  • Must be able to follow defined processes where they exist while also making adjustments and using good judgment when business circumstances dictate
  • Ability to work in a collaborative team environment required
  • Excellent written and oral communication skills required

Key Qualifications

  • One to three years of experience in Wealth Management preferred
  • Undergraduate degree or equivalent work experience required
  • Education or experience in business, economics, or finance and/or experience working with the public preferred
  • Exposure to wealth management or financial services and experience servicing customers preferred 
  • Experience in clubs, activities, sports, volunteer service, etc. helpful, especially leadership experience

Key licenses

  • Series 65 recommended or willingness to obtain upon hiring
  • CFP recommended or willingness to obtain within one year

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