52 relationship associate jobs at 33 companies in Sarasota, FL
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Relationship Associate - Custody
St. Petersburg, Florida, United States
$60k-$84k/yrHybridFull Time
Franklin TempletonNYSE: BEN: Global investment firm providing asset and wealth management services.
3+ YOEBachelor's degree, 3+ years financial services experience, client service and relationship management, investment operations/accounting knowledge, retirement/trust accounts familiarity, strong communication and MS Office skills.
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
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.
DTCC: Provides post-trade infrastructure for the global financial services industry
6+ YOE6+ years related experience, Bachelor's preferred or equivalent, knowledge of financial institutions and fixed income markets, client relationship management, solution selling, and willingness to travel to clients.
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States or Remote
$139k-$370k/yrRemoteFull Time
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
10+ YOERequires 10+ years marketing experience, 3+ years account-based or client relationship marketing, strong communication, project management, strategic advising, commercial acumen, and CRM/Gen AI proficiency.
Plano or Brooklyn or Wilmington or Chicago or Tampa or Jersey City or Palo Alto
OnsiteFull Time
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.
Carrier Enterprise: Wholesale distributor of residential and commercial HVAC equipment.
High school diploma or GED required; Associate's degree preferred. Customer service or retail sales experience preferred; B2B distribution/wholesale experience desired. Strong relationship-building, sales focus, and MS Office proficiency.
CITY Furniture: Retailer of home furniture, mattresses, and interior decor.
High-school diploma or GED; customer-facing experience preferred; ability to work evenings/weekends; technology fluency; strong communication and relationship-building skills.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Google Docs, Google Sheets, Google Slides, iPad
Hyundai of Venice: Sells and services new and pre-owned Hyundai vehicles.
Prior automotive sales experience required, valid driver’s license and clean driving record, flexible schedule including weekends, strong communication and relationship-building skills, self-motivated and goal-oriented.
Krause Auto Group: Operates a network of automotive dealerships and service centers.
Prior automotive sales experience required, valid driver’s license and clean driving record, flexible schedule including weekends, strong communication and relationship-building skills, self-motivated and goal-oriented.
Certified Collectibles Group: Authenticates and grades collectibles to ensure market trust
3+ YOE3+ years in customer service or client relationships; experience handling coins; knowledge of coin collecting and authentication/grading; strong relationship management; high attention to detail; HS diploma.
Construction Resources: Distributes and installs premium building surfaces and home products.
Bachelor’s degree in a related field, commercial sales or building materials experience, relationship development, presentation, negotiation, strategic thinking, CRM familiarity, and sales target achievement.
Clearwater or Menlo Park or New York City or Bellevue or Washington or Denver or Westlake or Chicago or Lake Mary or Gainesville
$20-$23/hrOnsiteFull Time
RobinhoodNASDAQ: HOOD: Provides a commission-free platform for investing and financial services.
2+ YOERequires detailed data entry, critical thinking, communication, prioritization, and customer relationship skills. Two years customer service and one year financial operations experience preferred; SIE and Series 7 preferred.
Miami or Chicago or Austin or Dallas or New York City or Tampa
$73k-$144k/yrHybridFull Time
Crowe: Global professional services firm providing audit, tax, and consulting.
3+ YOEBachelor's degree in accounting, CPA or eligibility to sit for CPA, and 3+ years of progressive public or corporate accounting experience. Requires tax return, research, communication, and client relationship skills.
Atlanta or Palm Beach Gardens or Tampa or Alpharetta or Augusta or Sandy Springs or Towson or Columbia or Charlotte or Columbia or Greenville
HybridFull Time
HB Wealth: Fiduciary wealth management and family office services for private clients.
4+ YOEBachelor's degree, 4+ years industry experience (3+ supporting client relationships), professional designation required (e.g., CFA or CFP), Microsoft Office and planning/CRM/portfolio reporting proficiency, strong communication and analytical skills, background/credit check.
Microsoft Office Suite, financial planning software, CRM, Portfolio reporting software
T-MobileNASDAQ: TMUS: Provides wireless voice, data, and mobile internet services.
High school diploma/GED required; customer service or sales experience preferred; must be 18 and authorized to work in the U.S.; strong communication, consultative selling, and relationship-building skills.
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
3+ YOEBachelor's degree required; MBA or equivalent 3–5 years' experience preferred. Requires SIE exam, Series 7 and 66, insurance license, analytical, communication, collaboration, leadership, and client relationship skills.