ZipRecruiter

Log In

1

Relationship Management Associate Jobs (NOW HIRING)

Brown University

Data Management Associate

Landing, NJ · Hybrid

Experience with Blackbaud CRM systems is desired * Advancement or Higher Ed experience desired ... Data Management Associate Department: Advancement Grade: Grade 8 Worker Type: Employee Worker Sub ...

Bank of Utah

Treasury Management Associate

Orem, UT

$65K - $70K/yr

Working closely with Treasury Management Officers, Relationship Managers, and Banking Managers ... Associate's degree or Bachelor's degree in Business, Finance, Accounting, or a related field ...

previous page

Showing results 41-60

All JobsRelationship Management Associate Jobs

Relationship Management Associate information

See salary details

$25K

$47.1K

$67K

How much do relationship management associate jobs pay per year?

As of Jul 24, 2026, the average yearly pay for relationship management associate in the United States is $47,089.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,000.00 and $50,000.00 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 cities are hiring for Relationship Management Associate jobs? Cities with the most Relationship Management Associate job openings:
What are the most commonly searched types of Relationship Management jobs? The most popular types of Relationship Management jobs are:
What states have the most Relationship Management Associate jobs? States with the most job openings for Relationship Management Associate jobs include:
What job categories do people searching Relationship Management Associate jobs look for? The top searched job categories for Relationship Management Associate jobs are:
Relationship Management Associate jobs near you
Infographic showing various Relationship Management Associate job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 28% Part Time, 1% Temporary, and 1% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $47,089 per year, or $22.6 per hour.
Manager, Client Relationship Management

Manager, Client Relationship Management

SS&C Technologies

Kansas City, MO • On-site

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 17 days ago

SS&C Technologies rating

7.7

Company rating: 7.7 out of 10

Based on 38 frontline employees who took The Breakroom Quiz

129th of 217 rated software companies

Job description

As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology.
Job Description
Manager, Client Relationship Management
Location: Kansas City, MO; Boston, MA; Braintree, MA; Denver, CO (hybrid)
About the Role
The Manager of CRM will develop and manage relationships with clients such as asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring excellent service and retention. This role focuses on overseeing operational and strategic client needs, providing expert knowledge of retail alternative investments, and acting as the primary contact for issue resolution. The Manager will collaborate with internal teams to deliver seamless service, lead and support team members, and ensure compliance with industry regulations. Strong leadership, client management, and analytical skills are essential to optimize service delivery and support business growth.
Why Join SS&C
SS&C combines proprietary technology with deep industry expertise to support complex financial and health care operations. Our teams design, implement, and operate solutions that help clients manage data, automate processes, and scale their businesses with confidence.
You will work with industry experts, modern platforms, and evolving technologies, gaining exposure to real-world operational challenges and large-scale enterprise environments.
How You Will Make an Impact
  • Develop and manage relationships with clients, including asset managers, financial advisors, broker-dealers, and wealth management platforms, ensuring high levels of client satisfaction and retention.
  • Oversee service activities and support for a designated group of clients, addressing both tactical and strategic operational needs.
  • Provide expert-level knowledge of retail alternative investments (such as interval funds, non-traded REITs, BDCs, closed-end funds, and tender offer funds) and product offerings to guide clients and help them make informed decisions.
  • Act as the primary point of contact to resolve service issues, technical problems, and escalate incidents when necessary, ensuring quick and effective solutions.
  • Act as a key liaison between internal operational teams and clients, ensuring accurate and timely resolution of inquiries and issues.
  • Coordinate and collaborate with cross-functional teams (sales, compliance, fund accounting, technology, billing, legal) to ensure seamless service delivery, enhanced service offerings, and continuous client support.
  • Demonstrate the value of SS&C's support offerings to clients, identifying opportunities for expanded support business.
  • Manage and lead teams or individuals to ensure that service objectives are met and the department delivers quality performance.
  • Stay updated on SEC, FINRA, and state regulations related to alternative investments, ensuring that the company's services remain compliant and align with industry standards.
  • Utilize analytical and technical skills to monitor performance, interpret data, and manage reporting on investor flows, NAV calculations, and fee structures.
  • Develop and implement procedures to optimize service delivery, reduce client downtime, and lower support costs.
  • Participate in business development efforts and support strategic growth initiatives by identifying client needs and proactively offering tailored solutions.

Required Experience
  • Bachelor's degree or equivalent work experience.
  • 5+ years of experience in financial services, with a strong preference for experience in transfer agency, investor servicing or wire houses
  • Experience managing client relationships and supporting clients within a financial services or wealth management environment.
  • Strong understanding of alternative investment products, distribution channels, and investor servicing processes.
  • Experience working with wirehouses, independent broker-dealers (IBDs), registered investment advisors (RIAs), and intermediary platforms such as iCapital or CAIS.
  • Knowledge of regulatory requirements impacting retail alternative investments, including SEC, FINRA, and applicable state regulations.
  • Experience with operational processes related to interval funds, non-traded REITs, BDCs, and other alternative investment structures.
  • 3+ years of experience leading teams, managing associates, or serving in a supervisory role.
  • Strong leadership, collaboration, and communication skills with the ability to build relationships with clients, internal partners, and cross-functional teams.
  • Strong problem-solving skills with the ability to analyze issues, prioritize effectively, and drive timely resolutions.
  • Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced, team-oriented environment.
  • Strong organizational skills with the ability to coordinate resources and support client deliverables.
  • Ability to communicate complex operational processes clearly to both technical and non-technical audiences.
  • Experience with fund administration platforms, transfer agency systems, reporting tools, and Microsoft Office applications, including Excel, Word, and Outlook.
  • Ability to quickly learn and adapt to new systems, processes, and business requirements.

Join SS&C, where innovation meets global opportunities. Click here to apply.
#LI-RS1
#LI-JW3
#LI-HYBRID
Unless explicitly requested or approached by SS&C Technologies, Inc. or any of its affiliated companies, the company will not accept unsolicited resumes from headhunters, recruitment agencies, or fee-based recruitment services.
SS&C Technologies offers a comprehensive total rewards package designed to support your wellbeing, growth, and future. Our benefits include medical, dental, and vision coverage; a 401(k) plan with company match; paid time off, holidays, and parental leave; and professional development reimbursement opportunity.
Actual base salary will vary based on several factors, including but not limited to relevant skills, prior experience, education, demonstrated performance, and geographic location.
Colorado: The expected base salary for the position is between $70,000 USD to $130,000 USD. Massachusetts: The expected base salary for the position is between $115,000 USD to $165,000 USD.
In addition, employees in this role may be eligible for consideration on an annual basis for a discretionary bonus and/or equity awards, such as restricted stock units or stock options, based upon individual and business performance at the company's discretion.
Applications will be accepted on an ongoing basis until the position is filled.
SS&C Technologies is an Equal Employment Opportunity employer and does not discriminate against any applicant for employment or employee on the basis of race, color, religious creed, gender, age, marital status, sexual orientation, national origin, disability, veteran status or any other classification protected by applicable discrimination laws.

What SS&C Technologies employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

SS&C Technologies logo

About SS&C Technologies

Sourced by ZipRecruiter

SS&C Technologies is a prominent player in the software and IT services industry, specializing in investment and financial technologies. The company is headquartered in Windsor, Connecticut, USA, with the core mission to deliver advanced technology-driven solutions and software for the global financial services industry. SS&C Technologies was established in 1986, and since its inception, the company has grown immensely to offer a comprehensive portfolio of services that include fund administration, securities industry software, insurance and pension funds software, asset management, and trading and settlement services.

Industry

Computer and computer peripheral equipment and software wholesalers

Company size

10,000+ Employees

Headquarters location

Windsor, CT, US

Year founded

1986

View All SS&C Technologies Jobs

Apply