4,975 relationship associate jobs at 1,657 companies in United States
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Relationship Associate
Franklin, Tennessee, United States
OnsiteFull Time
Prime Health Services: Privately owned PPO network and healthcare cost-containment technology serving insurers, employers, government entities, and healthcare providers.
1+ YOEAssociate's or Bachelor's in Business (or equivalent experience),1+ year customer service (healthcare preferred),proficiency with Microsoft Office and Teams,excellent communication,organization,and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams
Plymouth Meeting or Quincy or United States or Canada
OnsiteFull Time
Granite Telecommunications: Privately held telecommunications provider delivering voice, data, internet, wireless, and network services to businesses and government agencies.
1+ YOERequires 1–2 years of account management, sales, or client relationship experience, executive relationship building, strong organization and communication, CRM and Microsoft Office proficiency.
PeoplesBank: Mutual community bank serving individuals and businesses across Western Massachusetts and Northern Connecticut with banking and financial services.
High school diploma required; front-line cash handling and teller experience; strong customer service, confidentiality, and computer skills; able to work Wednesdays and Saturdays and provide branch coverage up to 29 hours/week.
AFC: Private automotive finance providing floorplan loans and related services to independent vehicle dealers and rental operators.
2+ YOE2 years customer-facing experience (1 year in sales/sales support preferred), valid driver\u0002s license, reliable transportation, ability to travel 25-50%, CRM proficiency, attention to detail, strong communication.
Fiduciary Trust International: Fiduciary wealth manager serving high-net-worth individuals, families, and nonprofits with investment, planning, trust, estate, and family-office services.
4+ YOE4+ years’ trust experience; experience in trust administration; proficient with SEI / Global Plus; strong client service and communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, SEI Global Plus
ATALNT: ATALNT is a talent and technology firm built for the logistics, construction, and accounting industries.
5+ YOEMinimum 5+ years of business development or account management in non-asset freight brokerage; strong sales, relationship management, pricing, and multi-modal knowledge.
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
3+ YOEHigh school diploma or GED and 3 years of clerical support experience required. Strong customer service, communication, organization, multitasking, relationship-building, PC, and internet skills required.
Bartlett Wealth Management: Independent fee-only investment adviser providing wealth management and financial planning for families, businesses, institutions, and nonprofits.
3+ YOE3-5 years financial services experience preferred; proficiency with Microsoft Outlook/Word/Excel, CRM and portfolio platforms; strong written and verbal business English; Associates or Bachelor's in business preferred.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Practifi, Salesforce, Addepar, Schwab, Fidelity, Pershing, Laserfiche, DocuSign, Adobe, Nitro
City National Bank: Commercial and private banking services for businesses and individuals.
1+ YOEMinimum 1 year customer service, cash handling, and basic computer experience; knowledge of bank products, policies, and regulatory compliance; strong communication and problem-solving skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook
First National Investment Services Company, LLCNYSE: FNB: Diversified financial services holding headquartered in Pittsburgh, Pennsylvania.
3+ YOEAssociate degree and 3 years of related experience required. Requires customer service, communication, organizational, analytical, and software skills, plus driver's license, insurance licenses, and FINRA registrations.
Redtail Workflow, Redtail, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Plumb: Private outsourced bill-pay and family-office accounting firm serving high-net-worth individuals, families, and their financial advisors.
4+ YOERequires 4–6+ years of relevant client-facing experience, independent management of significant client relationships, strong communication, judgment, problem-solving, professional presence, and issue-resolution skills.
2+ YOEBachelor's degree typically required, 2+ years relevant experience, client relationship and credit knowledge, ability to support a book of business and follow risk policies.
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.
KARL STORZ: Manufacturer of endoscopes and medical instruments.
2+ YOERequires an associate degree and 4+ years, bachelor's degree and 2+ years, or 6+ years of equivalent customer service or account management experience. Strong communication, analytical, organizational, and business systems skills required.
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
3+ YOE3+ years in asset servicing or relationship management preferred; college degree preferred; knowledge of investments, fiduciary standards, and financial products; strong communication, analytical, and client-service skills; U.S. work authorization required.
United States or Denver or North America or Europe or United States or London or Amsterdam
$70k-$80k/yrHybridFull Time
SRS Acquiom: Private transaction-services helping corporate acquirers, investors, and lenders manage M&A and loan-agency transactions.
3+ YOERequires 3–5 years of experience, strong customer service and written communication skills, project management, multitasking, and ability to learn M&A and payment processes. Bachelor's degree preferred.
Victory CapitalNasdaq: VCTR: Public U.S. asset management firm serving institutional, intermediary, and individual investors through active and passive investment strategies.
3+ YOEBachelor's degree in business, finance, or related field; 3+ years in asset management or a related financial field; Microsoft Office proficiency, AI familiarity, strong organization, problem-solving, and collaboration skills.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, artificial intelligence (AI)
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
6+ YOE6+ years corporate banking experience, bachelor’s in finance or related, credit and treasury knowledge, strong communication, analytical and negotiation skills, KYC and documentation experience.
Minster Bank: Ohio community bank serving individuals, families, and businesses with personal, business, lending, and wealth-management services.
High school diploma or GED, or equivalent education and experience; knowledge of bank products, services, regulations, and laws; basic mathematical and problem-solving skills.