137 customer relationship associate jobs at 82 companies in Norwalk, CT
1w
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Client Relationship Associate
Houston or New York City or Santa Monica or Dallas
$85k-$100k/yr HybridFull Time
3+ YOEBachelor's degree and 3–7 years of relevant wealth management, private client, RIA operations, or financial services experience. Requires account administration, client service, communication, organization, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Word, Microsoft Excel, CRM, Salesforce, Addepar, Charles Schwab Advisor Services
2w
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Associate Relationship Manager
Jericho, New York, United States
$61k-$107k/yr OnsiteFull Time
2+ YOEHigh school diploma or equivalent and 2+ years of commercial banking experience required. Requires financial products, compliance, KYC/AML, relationship management, customer service, and independent decision-making skills.
KYC, AML
1d
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Customer Success Associate
White Plains, New York, United States
$41k-$69k/yr HybridFull Time
1+ YOEBachelor’s degree or equivalent experience, 1–2 years of customer service or licensing experience, strong communication, organization, project management, computer, and customer relationship skills.
Microsoft Office Suite, Adobe PDF, Windows
1mo
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Customer Service Associate
Newark, New Jersey, United States
$17/hr OnsiteFull Time
3+ YOE3+ years customer service experience with operations and sales; rental car experience a plus. Requires excellent communication, relationship-building, problem-solving, and decision-making skills.
2w
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Assistant Relationship Manager
Jericho, New York, United States
$75k-$86k/yr OnsiteFull Time
2+ YOEHigh school diploma, GED, or equivalent required. Preferred: associate's degree and 2+ years of sales or customer service experience. Requires communication, multitasking, typing, detail, and problem-solving skills.
2w
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Assistant Relationship Manager
Jericho, New York, United States
$75k-$86k/yr OnsiteFull Time
2+ YOEHigh school diploma, GED, or equivalent certification required. Preferred: associate degree and 2+ years of sales or customer service experience. Strong communication, multitasking, typing, and problem-solving skills.
2w
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Assistant Relationship Manager
Jericho, New York, United States
$75k-$86k/yr OnsiteFull Time
2+ YOEHigh school diploma, GED, or equivalent required. Preferred: associate degree and 2+ years of sales or customer service experience. Requires communication, multitasking, typing, attention to detail, and problem-solving skills.
2mo
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Customer Strategy & Operations Associate
New York City, New York, United States
$90k-$110k/yr HybridFull Time
1+ YOE1+ years customer-facing experience (1–3 preferred), strong relationship and communication skills, comfort with data and basic analysis in Excel/Sheets, organized with attention to detail.
Microsoft Excel, Google Sheets
3w
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Relationship Banker
Wayne, New Jersey, United States
OnsiteFull Time
1+ YOEHigh school diploma/GED, minimum 1 year branch banking experience, strong communication, customer service, sales and analytical skills, proficiency with computers; associates/bachelor's preferred; FIS/IBS experience preferred.
FIS/IBS (Integrated Banking Solutions)
2w
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Customer Sales Associate
Brooklyn, New York, United States
$51k-$103k/yr OnsiteFull Time
High school diploma or GED, inside sales, retail, or related experience, customer relationship skills, and ability to work in a fast-paced customer-focused environment.
2mo
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Relationship Banker- Highland Park
Levittown or Highland Park
OnsiteFull Time
Banking or sales experience preferred; strong customer service and cross-selling skills; associate or bachelor’s degree preferred.
CRM system, Core banking systems
1d
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Investor Relations Associate
Manchester or Boston or New York City or Chicago or Menlo Park or London or Tokyo
OnsiteFull Time
1+ YOERequires 1+ year in customer success, client services, relationship management, operations, financial services, or another customer-facing field, plus strong communication, organization, prioritization, relationship-building, and systems-learning skills.
HubSpot, Salesforce
1w
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Sales Associate
New York, New York, United States
$17-$19/hr OnsitePart Time
Customer-focused sales associate with communication, relationship-building, styling, teamwork, problem-solving, and flexible availability for nights, weekends, and holidays.
1mo
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Registered Client Relationship Analyst
New York, New York, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), 2+ years industry experience preferred, high school diploma required, strong client service, Microsoft Office skills, and knowledge of financial products.
Morgan Stanley Online, Morgan Stanley Mobile, Microsoft Office
1mo
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Registered Client Relationship Analyst
New York, New York, United States
$35k-$90k/yr OnsiteFull Time
2+ YOEActive Series 7 and Series 66 (or Series 63 and 65), 2+ years industry experience preferred, high school diploma required (college preferred), strong Microsoft Office and client service skills.
Microsoft Office
6h
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Customer Growth Manager II (Sales)
Hauppauge, New York, United States
OnsiteFull Time
5+ YOEHigh school diploma/GED and associate degree or equivalent experience, plus at least 5 years of customer relationship management experience. Semiconductor, CRM, ERP, Salesforce, and AS/400 experience preferred.
Salesforce, AS/400, ERP
5h
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Associate, Account Management
New York City, New York, United States
OnsiteFull Time
1+ YOERequires 1–3 years in customer success, account management, consulting, or client-facing work, plus relationship-building, consultative problem-solving, organization, communication, commercial awareness, and customer account ownership.
3w
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Client Associate
New York City, New York, United States
OnsiteFull Time
2+ YOERequires SIE, Series 7, and Series 66; financial services client support experience preferred; proficiency in Microsoft Office and ability to manage confidential information, multiple tasks, and client relationships.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, FactSet
2w
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Client Relations Associate
New York, New York, United States
$75k/yr OnsiteFull Time
Experience in client relations, logistics, or customer service preferred, with strong communication, relationship-building, and problem-solving skills. Requires MS Office proficiency and comfort with ERP, CRM, and project platforms.
Microsoft Business Central, Microsoft Excel, Microsoft Word, Monday.com
14h
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Life Sciences Associate
New York City, New York, United States
$70k-$120k/yr OnsiteFull Time
3+ YOEBachelor’s degree or equivalent experience and 3+ years of associate underwriting experience. Requires analytical, organizational, negotiation, relationship-building, and customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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