464 relationship associate jobs at 258 companies in Bohemia, NY
8h
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Relationship Development Associate
New York City, New York, United States
$60k-$180k/yr OnsiteFull Time
1+ YOEPreferred bachelor's degree in business, marketing, communications, or related field; 1–2+ years in account management, sales, or client relationships; executive engagement, organization, communication, CRM, and Microsoft Office skills.
Salesforce, Microsoft Office Suite
3w
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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
2mo
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Senior Associate/Associate, RIA Relationship Management (East Coast)
New York or United States
$105k-$130k/yr HybridFull Time
3+ YOE3+ years in financial services or wealth/asset management, strong Salesforce and data skills, client-facing relationship experience, analytical ability, organized, and uses AI tools for work.
Salesforce, LinkedIn
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
4w
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Relationship Associate, Vice President - BCMA Real Estate
New York, New York, United States
$130k-$195k/yr HybridFull Time
6+ YOE6–10 years' experience in corporate/institutional banking, bachelor's degree in finance or related, credit and treasury knowledge, strong communication, analytical and client relationship skills.
Citi Investment Strategies (CIS)
1w
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Relationship Associate - Public Sector Banking
New York City, New York, United States
$130k-$195k/yr HybridFull Time
6+ YOERequires 6–10 years of relevant experience and a preferred bachelor's degree in economics, finance, business administration, political science, or international affairs. Credit experience and strong analytical, planning, communication, and problem-solving skills preferred.
Opus, CRM
1w
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Relationship Associate - Public Sector Banking
New York City, New York, United States
$130k-$195k/yr HybridFull Time
6+ YOERequires 6–10 years of relevant experience and a preferred bachelor's degree or equivalent experience in economics, finance, business, political science, or international affairs; strong client service, sales, analytical, communication, credit, and problem-solving skills.
Opus, CRM
2w
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Client Relationship Marketing Associate Director
San Francisco or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or Chicago or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$139k-$370k/yr RemoteFull Time
10+ YOE10+ years marketing experience, including 3+ years in account-based or client relationship marketing, with strong commercial, communication, project management, full-funnel, and client engagement skills.
Salesforce, Gen AI
1mo
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Crypto Associate Relationship Manager - Electronic Trading
Greenwich or New York City or Chicago or United States or Canada or Europe or Asia
$100k-$150k/yr OnsiteFull Time
2+ YOE2+ years in institutional client coverage, sales, or relationship management; familiarity with electronic trading, FIX/API; Python and Java proficiency; Git, SQL, Linux familiarity; strong communication and presentation skills.
FIX, API, Python, Java, Git, SQL, Linux, Microsoft PowerPoint
2d
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Business Relationship Manager I - Associate
Flushing, New York, United States
$71k-$110k/yr OnsiteFull Time
1+ YOERequires 1+ year of business banking relationship management or business lending experience, business credit knowledge, strong communication, risk judgment, and proficiency in Microsoft Office tools. Bachelor's degree in Finance or related field preferred.
Microsoft Outlook, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1mo
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Key Private Bank Client Relationship Associate
Tarrytown, New York, United States
$25-$38/hr HybridFull Time
3+ YOE3 years related experience, bachelor's degree preferred, strong client service and communication, proficiency with Salesforce and Microsoft Office, discretion with sensitive information.
Salesforce, Wealth Direction (WD), Microsoft Office
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
2mo
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Associate Director, Relationship Manager - The Orchard
New York or Mexico City
$80k-$90k/yr OnsiteFull Time
5+ YOEMinimum 5 years project management or campaign coordination experience; strong analytical, communication, and organizational skills; familiarity with release management and project management workflows; Microsoft Office and Google Workspace proficiency.
Microsoft Office Suite, Google Workspace
2mo
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Associate Director, Relationship Manager - The Orchard
New York, New York, United States
$80k-$90k/yr OnsiteFull Time
5+ YOE5+ years in project management or campaign coordination; strong communication, organization, and analytical skills; familiarity with analytics, release management and project management tools; Microsoft Office and Google Workspace experience.
Microsoft Office Suite, Google Workspace
3w
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Operations Client Relationship Management Associate
New York, New York, United States
$120k-$130k/yr OnsiteFull Time
3+ YOE3+ years in financial services (operations/post-trade/client management). Knowledge of post-trade operations, settlement and reconciliation, regulatory frameworks, risk and control, strong communication and problem-solving, and understanding of technology/AI.
3w
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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.
3w
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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.
3w
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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.
3mo
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Junior IT Business Relationship Specialist – Global Advisory, Associate, NY
New York, New York, United States
$100k-$130k/yr OnsiteFull Time
5+ YOE5+ years IT business relationship management; experience with Americas teams; strong IT project/BA; background in investment banking/M&A tech; CRM and AI tools experience.
CRM systems, AI tools, Office 365, IT project management tools, Documentation tools
3w
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Client Relationship Manager, Structured Investments - IBD Coverage - Associate / Assistant Vice President
Greenwich, Connecticut, United States
$100k-$140k/yr HybridFull Time
2+ YOE2+ years client-facing or relationship management experience in financial services; foundational knowledge of structured investments; BD/wealth management experience a plus; Series 7 and 63 preferred; strong communication and organization.
CRM
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