171 relationship associate jobs at 108 companies in Gary, IN

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Client Relationship Associate
Chicago, Illinois, United States
HybridFull Time
Bartlett Wealth Management
Bartlett Wealth Management: Provides comprehensive wealth management and investment advisory services.
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
3w
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Citi Commercial Bank - Relationship Associate – AVP
New York City or Chicago or Washington or Uniondale or Dallas
$88k-$133k/yr HybridFull Time
Citi
CitiNYSE: C: Providing global banking, investment, and wealth management services.
5+ YOE5+ years experience in client relationship management or banking, knowledge of KYC, credit documentation and regulatory compliance, strong analytical and communication skills, bachelor's degree or equivalent.
1mo
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Associate Relationship Advisor
Chicago, Illinois, United States
$100k-$169k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
3+ YOE3+ years fiduciary/ personal trust experience preferred; college degree or relevant experience; knowledge of trust operations, accounting, fiduciary standards, financial products, strong analytical, communication, and sales skills.
1w
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Enterprise RIA - Associate Relationship Manager
Chicago, Illinois, United States
$54k-$70k/yr OnsiteFull Time
TIAA
TIAA: Financial services organization providing retirement, asset management, and investments.
2+ YOE2+ years in financial services with sales/relationship support experience; FINRA registrations (Series 7 and 66 or 63/65); proficiency with Microsoft 365 and Salesforce CRM; strong communication and consultative skills.
Microsoft 365, Salesforce CRM
1w
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Enterprise RIA - Associate Relationship Manager
Chicago, Illinois, United States
OnsiteFull Time
TIAA
TIAA: Provides retirement and financial services for academic and non-profit sectors.
2+ YOE2+ years in financial services with sales or relationship management experience; Series 7 and 66 (or 63 and 65) required; university degree preferred; proficiency with Microsoft 365 and Salesforce; strong communication and product knowledge.
Microsoft 365, Salesforce CRM
3w
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C&IB Associate Relationship Manager (F)
Chicago, Illinois, United States
$90k-$150k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree typically required, 2+ years relevant experience, ability to perform credit analysis, client prospecting and relationship management; obtain SIE, Series 7, 79, 63 (and applicable series) within 180 days.
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Registered Client Relationship Associate
Chicago, Illinois, United States
$55k-$85k/yr HybridFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
1+ YOEHigh school diploma, SIE and Series 7 required, Series 63/65/66 as state-required; 1+ year securities or related experience preferred; strong communication, CRM and Microsoft Excel skills.
Client Relationship Management (CRM) software, Goal planning software, Microsoft Excel
2mo
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Relationship Management Sales Associate - Institutional Client Group
Charlotte or Chicago or Minneapolis or Los Angeles
$98k-$116k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
5+ YOEBachelor's or Master's degree; 5-7 years commercial lending experience; strong relationship, analytical, and credit knowledge; excellent communication and presentation skills.
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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
DRW
DRW: Technology-driven principal trading firm operating in global financial markets
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
3mo
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Retail Merchant Services - Relationship Manager - Payments - Senior Associate
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERelationship management experience, client strategy, strong communication and presentation skills; payments industry knowledge; ability to grow and retain client relationships.
MS Office, PowerPoint
15h
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Vendor Relationship Representative II
Chicago, Illinois, United States
$16-$21/hr HybridFull Time
Lessen
Lessen: Tech-enabled property service platform for real estate management.
Associate's degree or equivalent experience; customer service experience preferred. Requires proficient communication, teamwork, relationship management, organization, problem solving, process orientation, and prioritization.
web-based systems, databases
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Senior Client Relationship Associate - Skokie, IL (Hybrid)
Skokie, Illinois, United States
$61k-$90k/yr HybridFull Time
EP Wealth Advisors
EP Wealth Advisors: Provides fiduciary wealth management and financial planning services.
4+ YOEBachelor's degree, 4+ years in investment advisory/financial services, strong communication, organization, business judgment, CRM experience, and proficiency with Microsoft Office.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Tamarac Advisor View, CRM, eMoney, Schwab, Fidelity
2w
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Business Relationship Management Associate Director
New York City or Riverwoods or Kennesaw
$133k-$238k/yr HybridFull Time
Wolters Kluwer
Wolters KluwerEuronext Amsterdam: WKL: Provides professional information and software solutions for specialized industries.
8+ YOE6+ MgmtBachelor's required, Master's preferred; 8+ years in operations or enterprise technology with 6+ years managing in matrixed environments; experience with AI/LLMs, cloud platforms, security, and executive communication.
Azure, AWS, AI, LLMs
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Commercial Relationship Administrator
Hanover Park or Chicago
$29-$43/hr OnsiteFull Time
First Eagle Bank
First Eagle Bank: A community bank providing personal and business financial services.
3+ YOEHigh school diploma required (associate/bachelor preferred), 3+ years banking account-opening experience, knowledge of BSA/AML, KYC/CIP, strong customer service and communication, proficiency with Microsoft Office and banking software, attention to detail.
Microsoft Office
3w
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Senior Associate
Houston or Chicago
$80k-$105k/yr OnsiteFull Time
Heidrick & Struggles
Heidrick & Struggles: Provides executive search and leadership advisory services globally.
3+ YOE3-4 years professional experience (or minimum 2 years transferable recruiting), BA/BS required, strong communication, research and relationship-building skills; Salesforce/CRM experience preferred.
Salesforce
2w
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Regional Sales Associate - North Central
Chicago or Bothell or Tokyo or United States
$50k/yr RemoteFull Time
Fujifilm Sonosite
Fujifilm SonositeTokyo Stock Exchange: 4901: Develops portable ultrasound systems for point-of-care medical diagnostics.
1+ YOEBachelor's/Associate or equivalent experience, 1-3 years sales experience, CRM/Salesforce experience preferred, proven client relationships, ability to meet lead/sales quotas, strong communication and multitasking skills.
Salesforce.com
1w
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Associate Director
Boston or Chicago or New York City or San Francisco or Washington
$250k-$270k/yr HybridFull Time
Teneo
Teneo: Provides strategic advisory and consulting services to global CEOs.
8+ YOEBachelor's degree,8+ years consulting experience,strong project management,client relationship,communication,problem-solving and business development experience.
1w
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Sales Associate
Chicago, Illinois, United States
$15-$20/hr OnsitePart Time
EssilorLuxottica
EssilorLuxotticaEuronext Paris: EL: Designs, manufactures and distributes ophthalmic lenses, frames and sunglasses.
Customer-facing retail sales role: drive sales, build relationships, use store technology for transactions; retail or customer service experience is a plus.
1w
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Associate Director
Boston or Chicago or New York or San Francisco or Washington
$250k-$270k/yr HybridFull Time
Teneo
Teneo: Strategic advisory firm serving corporate chief executive officers.
8+ YOEBachelor's degree,8+ years consulting experience,strong project management,client relationship,problem-solving,and business development skills; persuasive communicator.
3w
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Invention Associate
Evanston, Illinois, United States
$77k-$85k/yr OnsiteFull Time
Northwestern University
Northwestern University: Private research university providing higher education and academic research.
2+ YOEB.S. in life science (or equivalent), 2+ years experience in IP development or commercialization, strong communication and relationship-building, experience connecting industry and research.
relational databases