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
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
3w
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Relationship Development Associate
Plymouth Meeting or Quincy or United States or Canada
OnsiteFull Time
Granite Telecommunications
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.
Salesforce, Microsoft Office Suite
2mo
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Relationship Associate
Dennison, Ohio, United States
$16/hr OnsitePart Time
PeoplesBank
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.
1mo
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Relationship Associate
Oklahoma City, Oklahoma, United States
HybridFull Time
AFC
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.
CRM, Google Workspace, Salesforce, Tableau
4mo
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Relationship Associate
Wilmington, Delaware, United States
$75k-$85k/yr HybridFull Time
Fiduciary Trust International
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
3mo
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Customer Relationship Associate
Grapevine, Texas, United States
$60k-$125k/yr OnsiteFull Time
ATALNT
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.
TMS, Microsoft Office
1w
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Account Relationship Associate
Houston or Katy
OnsiteFull Time
Huntington Bank
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.
1mo
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Client Relationship Associate
Chicago, Illinois, United States
HybridFull Time
Bartlett Wealth Management
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
1mo
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Relationship Associate - PBB
Los Angeles, California, United States
$17-$25/hr OnsiteFull Time
City National Bank
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
3w
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Relationship Associate 2- Pittsburgh, PA
Monroeville or Pittsburgh
OnsiteFull Time
First National Investment Services Company, LLC
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
5d
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Senior Client Relationship Associate
La Jolla, California, United States
$65k-$80k/yr OnsiteFull Time
Plumb
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.
2mo
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Associate Relationship Strategist
Sarasota, Florida, United States
OnsiteFull Time
PNC Financial Services Group
PNC Financial Services GroupNYSE: PNC: Diversified financial services providing banking and investment solutions.
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.
3w
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Associate Relationship Manager
Jericho, New York, United States
$61k-$107k/yr OnsiteFull Time
Flagstar Bank
Flagstar BankNYSE: FLG: Regional financial services institution offering banking, lending, and wealth management.
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
1w
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Associate Relationship Manager, eCommerce
El Segundo, California, United States
$31-$40/hr HybridFull Time
KARL STORZ
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.
Microsoft Office, SAP, Salesforce
1mo
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Associate Relationship Advisor
Houston, Texas, United States
OnsiteFull Time
Northern Trust
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.
2d
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M&A Relationship Associate
United States or Denver or North America or Europe or United States or London or Amsterdam
$70k-$80k/yr HybridFull Time
SRS Acquiom
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.
NetSuite, ACH
2w
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Relationship Associate - Institutional Sales
Brooklyn, Ohio, United States
$100k-$110k/yr OnsiteFull Time
Victory Capital
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)
3w
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Relationship Associate - Corporate Banking
Houston, Texas, United States
$115k-$172k/yr HybridFull Time
Citi
CitiNYSE: C: Global financial services organization enabling growth and economic progress.
6+ YOE6–10 years experience, bachelor’s degree required (master’s preferred). Strong credit skills, knowledge of support/credit/legal documentation, client focus, negotiation and analytical skills.
Citi Investment Strategies (CIS)
3w
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Relationship Associate - Corporate Banking
Houston, Texas, United States
$115k-$172k/yr HybridFull Time
Citi
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.
Citi Investment Strategies (CIS)
1w
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Relationship Associate - Customer Service
New Bremen, Ohio, United States
OnsitePart Time
Minster Bank
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.