Client Relationship Associate
Client Relationship Associate - Financial Technology
Location: Salt Lake City, UT (Hybrid)
Base Salary: $70,000 - $85,000
About the Opportunity
Our client, a leading financial technology organization, is seeking a Client Relationship Associate to support institutional clients utilizing investment, compliance, and workflow solutions.
This role will be responsible for managing client relationships, supporting onboarding and adoption efforts, delivering training and product demonstrations, and helping drive long-term client engagement and retention. The successful candidate will work closely with clients throughout the relationship lifecycle while partnering internally with product, operations, and commercial teams.
Key Responsibilities
Client Relationship Management
- Manage day-to-day relationships with institutional and financial services clients.
- Serve as a trusted point of contact throughout the client lifecycle.
- Drive client engagement, satisfaction, and long-term adoption.
- Support account renewals and growth initiatives.
- Build strong client relationships through proactive communication and service.
Onboarding & Training
- Guide clients through onboarding and implementation activities.
- Deliver product demonstrations and training sessions.
- Conduct refresher training and best-practice education.
- Support adoption of new platform capabilities and enhancements.
- Help clients maximize platform utilization and efficiency.
Account Support & Growth
- Assist with retention and expansion efforts across existing accounts.
- Identify opportunities to deepen client engagement.
- Coordinate with internal stakeholders to address client needs.
- Support strategic initiatives and special projects as needed.
Operations & Reporting
- Maintain CRM records and client reporting.
- Track client engagement activities and account metrics.
- Support reporting and administrative workflows.
- Ensure accurate documentation and account management practices.
Qualifications
Required
- 2-5 years of experience in client success, account management, relationship management, customer success, business development, or sales.
- Experience within financial services, fintech, SaaS, wealth management, or other regulated industries preferred.
- Strong verbal and written communication skills.
- Ability to present solutions and explain complex concepts to clients.
- Strong organizational and project management abilities.
- Experience with Salesforce or similar CRM platforms.
- Ability to manage multiple priorities in a fast-paced environment.
Preferred
- Experience working with institutional clients or enterprise accounts.
- Exposure to investment management, financial technology, or compliance-related solutions.
- Understanding of regulated financial services environments.
- Experience supporting client onboarding and platform adoption initiatives.
FAQs
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