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Relationship Management Associate Jobs in Raleigh, NC

Balentine

Associate Relationship Manager

Raleigh, NC · On-site

Associate Relationship Manager Balentine is seeking an Associate Relationship Manager (ARM) who ... The successful candidate will have demonstrated experience in the field of investment management ...

8 Rivers

Capital Management Associate

Durham, NC · Hybrid

About this Opportunity 8 Rivers is seeking a Capital Management Associate to help drive financial ... Help build and maintain external relationships that support current and future commercial and ...

8 Rivers

Capital Management Associate

Durham, NC · On-site

About this Opportunity 8 Rivers is seeking a Capital Management Associate to help drive financial ... Help build and maintain external relationships that support current and future commercial and ...

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 ...

Carrington

Sr. Management Associate

Raleigh, NC · On-site

The Sr. Management Associate ("SMA") participates in a specially designed program to introduce the ... Maintain and foster key relationships with business leaders across the organization to help develop ...

New

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 ...

MyEyeDr.

IT Business Product Manager, CRM

Raleigh, NC · On-site

Candidates must have strong hands-on experience in CRM product management, campaign orchestration ... Participate in our Vision coverage and associate discounts on our products * Participate in our ...

MyEyeDr.

IT Business Product Manager, CRM

Raleigh, NC · Hybrid

Candidates must have strong hands-on experience in CRM product management, campaign orchestration ... Participate in our Vision coverage and associate discounts on our products * Participate in our ...

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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 Jul 11, 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.

How much does an associate Relationship Manager make?

An Associate Relationship Manager typically earns between $50,000 and $70,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced professionals with certifications can earn higher salaries, often supplemented with bonuses or commissions.

What are the key skills and qualifications needed to thrive as a Relationship Management Associate, and why are they important?

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 is an associate Relationship Manager?

An Associate Relationship Manager is an entry-level or junior professional responsible for supporting client relationships, assisting with account management, and ensuring client satisfaction. They often work under senior managers, utilize CRM tools, and develop skills in communication, sales, and financial products to build and maintain client trust.

What does a relationship management associate do?

A relationship management associate is responsible for maintaining and strengthening client relationships, addressing their needs, and ensuring satisfaction. They often use communication skills, CRM tools, and industry knowledge to support client retention and business growth.

Is being an RM a stressful job?

Relationship Management Associates often work in fast-paced environments that require strong communication and problem-solving skills. The role can be stressful due to managing client expectations, meeting targets, and handling complex issues, but workload and stress levels vary depending on the organization and individual workload management. Effective time management and emotional resilience are important for success in this role.

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 Raleigh, NC? For Relationship Management Associate jobs in Raleigh, NC, the most frequently searched job titles are:
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:
Relationship Management Associate jobs near you
Associate Relationship Manager

Associate Relationship Manager

Balentine

Raleigh, NC • On-site

Full-time

Posted 16 days ago

Job description

We're Hiring:
Associate Relationship Manager
Balentine is seeking an Associate Relationship Manager (ARM) who will work closely with our Relationship Management team. In this role, the ARM will support and collaborate with the firm's Relationship Managers to provide a first-class experience to existing and prospective clients. The ARM will have direct client responsibility and must be able to maintain and cultivate strong networks with various functional teams within the firm, and in the existing and prospective client spheres of influence.
The successful candidate will have demonstrated experience in the field of investment management and is a self-starter with both a proactive mentality and a growth mindset. The candidate should be highly professional and should possess excellent communication skills. We are an entrepreneurial organization with a successful track record of delivering consistent long-term investment returns achieved by demanding expectations, and we are looking for a candidate who would be enthusiastic to work in this environment.
There is an opportunity to thrive either within the ARM role or on a defined trajectory to becoming a Relationship Manager.
Responsibilities
The ultimate goal of this position is for the Associate Relationship Manager to assume comprehensive management of the day-to-day needs of the firm's clients, thereby permitting the Relationship Managers to focus on client acquisition and retention.
The success of the role is demonstrated by the ability to complete the following:
Client and Prospect Meetings
  • Lead and manage the preparation for all client meetings.
  • Attend client meetings, prepare meeting summaries, and oversee follow-up correspondence and next steps for clients.
  • Initiate pre-meeting huddles for client and prospect meetings, including collaboration with members of other teams within the firm to deliver tailored client-facing reports and presentations.
  • Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports.

Financial Planning
  • Perform and supervise data entry for eMoney financial plans, balance sheets, and other client forms for prospects and clients.
  • Review Holistiplan reports and communicate recommendations to clients.
  • Create and review Implementation Plans to ensure the strategy and model align with client goals.
  • Assist in developing estate plan recommendations.
  • Utilize Riskalyze with clients and prospects to understand clients' risk comfort.

Day-to-Day and Account Oversight
  • Serve as the liaison between the Relationship Manager(s), Relationship Associate(s), and Administrative Associate(s) in connection with the daily management of clients.
  • Monitor portfolios to review and recommend asset allocation to maintain strategies based on client goals.
  • Provide proactive tax-related support, working closely with clients' CPAs to ensure timely and accurate tax data sharing.
  • Serve as investment team liaison. Provide suggestions for clients to participate in Private Capital.

Qualifications
  • Bachelor's degree
  • 5+ years of experience in investment management or portfolio construction
    • 3+ years of client-facing experience
  • Willingness to achieve CFP or other industry certification
  • Ability to interpret financial data, monitor portfolios, and recommend investment strategies aligned with client goals
  • Technologically savvy and proficient
    • Superior Excel skills
    • Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred; experience with similar program types required

Competencies
While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.
+ Professional and Courteous
  • Ability to maintain uncompromising levels of confidentiality
  • Ability to interact with all people in a polite manner and a positive attitude
  • Ability to have a positive impact on the people around you

+ Emotional Intelligence and Interpersonal Skills
  • Ability to read and connect with people and respond accordingly in varying situations
  • Ability to recognize own and others' emotions and use them to create positive interactions

+ Organized and Productive
  • Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
  • Ability to manage multiple projects and competing priorities without missing deadlines
  • Ability to self-manage, prioritize, and produce quality work in both individual and team environments
  • Ability to maintain a proactive approach complemented by a high energy level

+ Calm Under Pressure / Unflappable
  • Ability to respond calmly and maintain performance standards in a busy office setting
  • Ability to maintain high service standards and problem-solve effectively when faced with new challenges

+ Adaptable and Reliable
  • Ability to remain unperturbed by changing priorities and conditions
  • Ability to shift concentrations throughout the day
  • Ability to always arrive on time and prepared

Compensation
Balentine offers a competitive compensation package, including an attractive base salary and benefits.
Company Overview
Balentine LLC is a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships and results and has created an environment where motivated people flourish.
Balentine's culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.

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