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Relationship Management Associate Jobs in Raleigh, NC

Asymchem Inc

Associate - Account Management

Morrisville, NC · On-site

$115K - $119K/yr

The Associate, Account Management is responsible for independently managing key aspects of assigned ... Proficiency with CRM systems (e.g., Salesforce or similar) to document client interactions ...

The Fidelity Bank

Client Service Associate

Cary, NC

$14.75 - $20.50/hr

Client Service Associate The Client Service Associate provides high-touch administrative and client ... Ensure client records are complete and accurate across systems and CRM platforms. Serve as a system ...

Adams Homes

New Homebuilder Sales Associate

Raleigh, NC · On-site

$13.50 - $18.50/hr

Proficient in Microsoft Office and CRM software. * Ability to work flexible hours, including ... Our sales associates have access to a proven sales-training program and a straightforward process ...

Adams Homes

New Homebuilder Sales Associate

Smithfield, NC · On-site

$12 - $16.50/hr

Proficient in Microsoft Office and CRM software. * Ability to work flexible hours, including ... Our sales associates have access to a proven sales-training program and a straightforward process ...

Blue Compass RV Raleigh

RV Sales Associate

Raleigh, NC

$60K - $120K/yr

We are looking for high-energy, driven Sales Associates to join our team and take ownership of the ... Manage and track your pipeline using our CRM tools * Build rapport and guide customers through ...

Blue Compass RV Raleigh

RV Sales Associate

Raleigh, NC · On-site

$60K - $120K/yr

We are looking for high-energy, driven Sales Associates to join our team and take ownership of the ... Manage and track your pipeline using our CRM tools * Build rapport and guide customers through ...

Blue Compass RV Raleigh

RV Sales Associate

Raleigh, NC · On-site

$60K - $120K/yr

We are looking for high-energy, driven Sales Associates to join our team and take ownership of the ... Manage and track your pipeline using our CRM tools * Build rapport and guide customers through ...

Blue Compass RV Raleigh

RV Sales Associate

Raleigh, NC

$60K - $120K/yr

We are looking for high-energy, driven Sales Associates to join our team and take ownership of the ... Manage and track your pipeline using our CRM tools * Build rapport and guide customers through ...

RELIAS

Support Associate

Morrisville, NC · Hybrid

$16 - $20.50/hr

Are you looking for a high energy, strategic, and fast-paced position as a Support Associate? Join ... Client Relationship Management Experience: Effectively manage client relationships by understanding ...

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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 Jun 9, 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, 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 does a Relationship Management Associate do?

A Relationship Management Associate is responsible for supporting client relationships, ensuring customer satisfaction, and assisting Relationship Managers with account management tasks. They communicate regularly with clients, address their inquiries, and help resolve issues promptly. Additionally, they may assist in preparing reports, conducting research, and coordinating with internal teams to meet client needs. Their role is essential in maintaining strong, long-term client partnerships and contributing to the overall success of the organization.

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:
Relationship Management Associate jobs near you
Wealth Management Associate - NC, Raleigh (5128)

Wealth Management Associate - NC, Raleigh (5128)

Equitable Advisors

Raleigh, NC • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 20 days ago

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 21 frontline employees who took The Breakroom Quiz

Job description

Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives. We have a passion to make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs throughout their lifetime.
Our people
Our Financial Professionals come from a variety of backgrounds including recent college grads, career crossovers and experienced financial professionals, yet they all share several key traits: demonstrated patterns of success, values driven, entrepreneurial mindset, knack for networking and possess a desire to shape and protect their future as well as those they serve.
• We value and respect people of all backgrounds and focus on developing diverse talent and fostering an inclusive work environment
• Our Diversity, Equity, and Inclusion (DEI) initiatives thrive from opportunities to participate in activities such as employee resource groups to our much-anticipated celebration of cultures and accomplishments at the annual Diversity Summit
• Social impact and community engagement prosper thru our programs such as "1,000 Hours of Giving Back" sponsored by our Women's Network and "Equitable Excellence" providing 200 college scholarships annually
• Enjoy the flexibility for Work Life Balance enabling us to identify with our authentic selves
Qualifications
Training and support
To get started as a Financial Professional, Equitable Advisors will sponsor your pursuit of the FINRA licensing requirements as well as help you navigate state licensing needs.
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You will also upskill from participating in local and national development programs as well as joint-work opportunities for a hands-on experience.
Financial professionals at every level of experience are looking for continuing education and ways to expand their career by sharpening their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers a Holistic Financial Coach certification within our specialized Holistic Life Planning platform.
We also have management opportunities for those wanting to advance into leadership or just try it on in our Leadership Development School.
Benefits and compensation
Compensation options you control and a comprehensive benefits package for eligible individuals: health and dental coverage options, vision care coverage, 401(k) Plan with company match; Employee Stock Purchase Plan (ESPP); Short- and Long-Term Disability Programs; Basic Group Life Insurance; and Transportation Reimbursement Incentive Program ("TRIP").
Equitable Advisors' strategy begins with the needs, goals, and aspirations of those we serve. We strive to deliver amazing customer experience while building long-term relationships that emphasize trust, guidance, and technology to deliver customized financial strategies to our clients.
Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V. GE- 5929421.1 (9/23)(Exp.9/25)

What Equitable employees say

Pay

Hours and flexibility

Workplace

Get the full story on Breakroom

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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