client relationship associate

Nair Systems

<p>Job description:</p><p>We are seeking a motivated <b>Client Relationship Associate</b> support our IT staffing and recruiting team. The role focuses on generating new business, building client relationships, and driving sales by delivering top IT talent.</p><p><b>Key Responsibilities:</b></p><ul><li>Prospect and generate leads via calls, emails, and social media</li><li>Build and manage client relationships</li><li>Understand IT staffing needs and present suitable candidates</li><li>Manage sales pipeline and meet targets</li><li>Collaborate with recruiters for talent delivery</li></ul><p><b>Requirements:</b></p><ul><li>1&ndash;3 years of B2B inside sales experience (IT staffing preferred)</li><li>Strong communication and negotiation skills</li><li>Results-driven mindset</li><li>Basic knowledge of IT industry and technologies</li></ul><p>Job Types: Full-time, Permanent</p><p>Pay: BD250.000 - BD350.000 per month</p><p>Work Location: In person</p>

Client relationship associate

Fifth Third Bank

<div><div>Make banking a Fifth Third better&reg;<br>
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.</div><div></div><div>
GENERAL FUNCTION</div><div>
The Associate Relationship Manager (ARM) partners with Relationship Managers (RMs) to support sales and servicing efforts, perform financial and risk analyses, and assist in developing client solutions. This role is designed to grow through tailored training and hands-on experience, progressing from foundational support tasks to more advanced client engagement and business development responsibilities.</div><div>
ARMs are expected to demonstrate proficient financial and risk analysis capabilities, along with sales and business development acumen Critical thinking and effective prioritization are essential, especially when supporting multiple Relationship Managers or other internal partners. At the core of the ARM role is a commitment to continuous learning and progressive skill development. This includes gaining a deep understanding of the bank&rsquo;s products and services, building sales and client engagement competencies, identifying new revenue opportunities through prospecting, applying consultative selling strategies, and advancing proposals through the sales cycle.</div><div>
ESSENTIAL DUTIES AND RESPONSIBILITIES:</div><div>
Sales &amp; Client Support:</div><ul><li>
Partner with RMs to support sales and servicing activities.</li><li>
Assist in identifying and qualifying prospects through industry and client research.</li><li>
Create and maintain client management records in iris, including client profiles and opportunity pipelines.</li><li>
Prepare and contribute to client presentations and proposals.</li><li>
Attend and actively participate in client meetings and presentations.</li><li>
Collect and input KYC due diligence information.</li><li>
Conduct initial pricing analysis and generate relationship pricing models.</li><li>
Draft initial deal screens and opportunity memos.</li></ul><div></div><div>
Business Development</div><ul><li>
Engage in direct client contact to support relationship development.</li><li>
Identify new business opportunities and apply consultative selling strategies.</li><li>
Conduct initial outreach to prospective clients and facilitate introductions to Relationship Managers.</li><li>
Support Relationship Managers in the negotiation, advancement and closure of proposals.</li></ul><div></div><div>
Learning &amp; Development</div><div>
The ARM role is guided by a curated learning curriculum and skill development pathway, which includes:</div><ul><li>
Structured onboarding and training in commercial banking solutions.</li><li>
Access to internal learning platforms in finance, credit analysis, and relationship management.</li><li>
Coordinated access to experienced Relationship Managers and senior leaders who serve as trained coaches, providing guidance and support for professional development.</li><li>
Opportunities to participate in cross-functional projects and client engagements.</li><li>
Regular performance feedback and career planning discussions.</li></ul><div></div><div>
MINIMUM KNOWLEDGE, SKILLS &amp; ABILITIES:</div><ul><li>
Bachelor&rsquo;s degree in Business (e.g., Finance, Accounting, Business Administration), Liberal Arts or equivalent work experience preferred.</li><li>
1&ndash;2+ years of experience in commercial banking, financial services or client-facing sales rolee, or accounting.</li><li>
Novice to proficient knowledge of:</li><li>
Financial and credit risk analysis</li><li>
U.S. economy and regulatory environment</li><li>
Sales and business development practices</li><li>
Commercial lending practices and corporate legal structures</li><li>
Understanding of local/regional market dynamics preferred.</li><li>
Strong verbal and written communication skills, including negotiation and presentation abilities.</li><li>
Effective problem-solving and analytical skills; self-driven with demonstrated ability to take ownership of multiple priorities.</li><li>
Proficiency in Microsoft Office Suite.</li></ul><div></div><div>
WORKING CONDITIONS</div><ul><li>
Standard office environment with minimal exposure to noise, dust, or temperature variations.</li><li>
Minimal travel required.</li></ul>
Associate Relationship Manager<div></div><div>
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.</div><div></div><div>
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.</div><div></div><div>
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: <div>https://www.53.com/content/fifth-third/en/careers/benefits.html</div> or by consulting with your talent acquisition partner.</div><div></div>
LOCATION - Dublin, Ohio 43017<div></div><div>
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes &ndash; no matter how they are submitted &ndash; will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.</div><div></div><div>
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.</div></div><div></div>

Associate Relationship Manager

Jefferies

<div>
 <p>
  <strong>
   Client Service Associate (CSA)
  </strong>
 </p>
 <p>
  <strong>
   <u>
    Role Overview:
   </u>
  </strong>
 </p>
 <p>
  Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client‑centric wealth management experience. The CSA will serve as a key point of contact for clients and play a critical role in day‑to‑day account servicing, operational support, and administrative coordination for a growing wealth management practice.
 </p>
 <p>
  This role is ideal for a detail‑oriented professional with strong client service skills, a collaborative mindset, and an interest in building a long‑term career within wealth management.
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   <u>
    Key Responsibilities:
   </u>
  </strong>
 </p>
 <p>
  <strong>
   Client Service &amp; Relationship Support
  </strong>
 </p>
 <ul>
  <li>
   Serve as a primary point of contact for clients, responding promptly and professionally to service requests and inquiries.
  </li>
  <li>
   Support Financial Advisors in delivering a seamless and high‑quality client experience.
  </li>
  <li>
   Assist with client onboarding, including account opening documentation, maintenance requests, and periodic updates.
  </li>
  <li>
   Coordinate client meetings, prepare materials, and follow up on action items.
  </li>
  <li>
   Coordination of marketing events and internal expense management and reimbursement.
  </li>
  <li>
   Creating marketing materials that reflect client proposals, and liaising with compliance and design.
  </li>
  <li>
   Coordination of Travel and Entertainment and expense reimbursement.
  </li>
  <li>
   Maintenance of CRM and Calendar information with respect to client interactions.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Account &amp; Operational Support
  </strong>
 </p>
 <ul>
  <li>
   Process account transactions, including money movements, distributions, and transfers, in accordance with firm policies.
  </li>
  <li>
   Monitor account activity and follow up on outstanding items or documentation.
  </li>
  <li>
   Assist with client reporting, statements, and general account inquiries.
  </li>
  <li>
   Partner with internal operations, compliance, and trading teams to resolve issues efficiently.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Administrative &amp; Practice Management
  </strong>
 </p>
 <ul>
  <li>
   Maintain accurate client records and documentation in firm systems.
  </li>
  <li>
   Support practice management initiatives, workflow organization, and process improvements.
  </li>
  <li>
   Assist with preparation of presentations, reports, and client correspondence.
  </li>
  <li>
   Ensure adherence to regulatory requirements, firm policies, and compliance standards.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Qualifications Required
  </strong>
 </p>
 <ul>
  <li>
   Bachelor&rsquo;s degree or equivalent professional experience.
  </li>
  <li>
   1&ndash;4 years of experience in wealth management, private banking, financial services, or a client service role.
  </li>
  <li>
   Strong attention to detail and organizational skills.
  </li>
  <li>
   Excellent written and verbal communication skills.
  </li>
  <li>
   Ability to manage multiple priorities in a fast‑paced, client‑focused environment.
  </li>
  <li>
   Proficiency in Microsoft Office (Excel, Word, Outlook, PowerPoint).
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Preferred
  </strong>
 </p>
 <ul>
  <li>
   Experience supporting Financial Advisors or Relationship Managers in a wealth management setting.
  </li>
  <li>
   Familiarity with brokerage and advisory accounts, including custodial and operational processes.
  </li>
  <li>
   Series 7 and Series 66 licenses (or ability to obtain within a specified timeframe).
  </li>
  <li>
   Experience working with high‑net‑worth or ultra‑high‑net‑worth clients.
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   Key Competencies
  </strong>
 </p>
 <ul>
  <li>
   Client‑first mindset with a high level of professionalism
  </li>
  <li>
   Strong problem‑solving and follow‑through skills
  </li>
  <li>
   Collaborative team player with the ability to work independently
  </li>
  <li>
   Discretion in handling confidential client information
  </li>
 </ul>
 <p>
  <br/>
 </p>
 <p>
  New York, NY Full Time Salary Range of $95,000-105,000 (Eligible for Overtime)
 </p>
 <p>
  <br/>
 </p>
 <p>
  <br/>
 </p>
 <p>
  <strong>
   About Us
  </strong>
 </p>
 <p>
  Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients.
 </p>
 <p>
  Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual&rsquo;s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
 </p>
</div>


Wealth Management Client Service Associate

Citi

<div><p>The Relationship Associate is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.<br>
<br>
<b>Responsibilities:</b></p><ul><li><p>
Builds relationships with client network and operational teams, becoming a key contact for internal requests/problem escalation and resolution</p></li><li><p>
Ensures timely completion of Know Your Client (KYC) and other regulatory requirements, in partnership with product partners and Relationship Managers (RM)s</p></li><li><p>
Helps clients to access Citi&rsquo;s global network, locating local coverage and product support across the globe</p></li><li><p>
Works with RMs and product partners to on-board new clients/new subsidiaries and KYC/initial credit set-ups completed</p></li><li><p>
Coordinates credit requests and approvals from Citi&rsquo;s global network</p></li><li><p>
Engages with product partners and Citi&rsquo;s global network to identify revenue opportunities and to position certain products with clients</p></li><li><p>
Ensures periodic support discussions are held with clients and are correctly documented</p></li><li><p>
Maintains correct client legal and marketing hierarchies</p></li><li><p>
Partners with Credit Admin team to ensure credit documentation is kept current: FX, derivatives, Loans, LCs and other credit-related documents</p></li><li><p>
Partners with Credit Admin team to monitor usage of credit lines, and partnering with Independent Risk during client Annual Reviews</p></li><li><p>
Assists in implementation of cash transactions for Banker</p></li><li><p>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</p></li></ul><p><b><br>
Qualifications:</b></p><ul><li><p>
6-10 years relevant experience</p></li><li><p>
Knowledge of Cash Management and Treasury products; track record of providing sound solutions to clients</p></li><li><p>
Strong Pipeline and Relationship Management experience</p></li><li><p>
Strong organizational skills</p></li><li><p>
Excellent interpersonal, communication and influencing skills</p></li><li><p>
Proactive approach in looking for ways in strengthening business relationship with clients, delivers a simple, secure, and seamless client experience</p></li><li><p>
Strong analytical and problem-solving skills, MS Word, Access, Excel, and PowerPoint</p></li></ul><p><b><br>
Education:</b></p><ul><li><p>
Bachelors degree, potentially Masters degree</p></li></ul><p></p><p><br>
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.</p><p></p><p>
-</p><p><b>
Job Family Group:
</b></p>Commercial and Business Sales<p>
-</p><p><b>
Job Family:</b></p>
Commercial Sales Support<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Primary Location:</b></p>
San Francisco California United States<p>
-</p><p><b>
Primary Location Full Time Salary Range:</b></p>
$116 880,00 - $175 320,00<p><br>
In addition to salary, Citi&rsquo;s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental &amp; vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.</p><p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><b>
Anticipated Posting Close Date:</b></p>
abr 10, 2026<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i><br>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Citi Commercial Bank - Relationship Associate, Healthcare, Higher Ed & Nonprofit - Vice President

Truist

<div><p><b>The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.</b></p><p></p><p>
Need Help?</p><p></p><p><i>
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to </i><i>Accessibility</i><i> (accommodation requests only; other inquiries won't receive a response).</i></p><p></p><p><b>
Regular or Temporary:</b></p>
Regular<p></p><p><b>
Language Fluency: </b>English (Required)</p><p></p><p><b>
Work Shift:</b></p>
1st shift (United States of America)<p></p><h3 class="jobSectionHeader"><b>
Please review the following job description:</b></h3><p></p>
Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client&rsquo;s financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.<p></p><p>
ESSENTIAL DUTIES AND RESPONSIBILITIES<br>
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.<br>
1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.<br>
2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.<br>
3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.<br>
4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients&rsquo; unique needs.<br>
5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.<br>
6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.<br>
7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.<br>
8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.<br>
<br>
QUALIFICATIONS<br>
Required Qualifications:<br>
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.<br>
1. High school diploma or equivalent education<br>
2. Two years of teller or cash handling or client service experience<br>
3. Six months of client relationship building or sales experience<br>
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects<br>
5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation<br>
6. Ability to multi-task under time constraints<br>
7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products<br>
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes<br>
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included<br>
<br>
Preferred Qualifications:</p><p>
1. One year of client relationship building or sales experience<br>
2. Knowledge of advanced or complex branch transactions, risk management and loss prevention<br>
3. Experience with sourcing and prospecting for new clients and client relationship building<br>
4. General understanding of bank operations, policies and procedures</p><p></p><p><b><br>
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: </b>All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist&rsquo;s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist&rsquo;s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.</p><p></p><p><b><i>
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.</i></b></p><p></p><p>
EEO is the Law E-Verify IER Right to Work</p></div>

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