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Relationship Aministrator at Comerica Bank
This candidate has held the exact job title for over 38 years at a bank, which is an excellent fit. Comerica Bank (Relationship Administrator 38yr) → Roney & Company (data entry). Excellent.
This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.
Relationship Aministrator at Comerica Bank
This candidate has held the exact job title for over 38 years at a bank, which is an excellent fit. Comerica Bank (Relationship Administrator 38yr) → Roney & Company (data entry). Excellent.
Relationship Manager/Assistant Vice President at Wells Fargo Bank
This candidate is an exact match, holding the title Relationship Manager/Assistant Vice President at Wells Fargo Bank. Wells Fargo Bank → County of Orange (Accountant/Auditor). Excellent.
Relationship Administrator at Sovereign Bank
This person has the exact job title, is currently working in the banking industry, and the role implies client facing work. Relationship Administrator at Sovereign Bank → Relationship Administrator at Sovereign Bank. Excellent.
Assistant Vice President, Relationship Associate at Wells Fargo Bank
Perfect fit - has been an Assistant Vice President, Relationship Associate at Wells Fargo Bank for over 26 years, matching the role, banking, and client management criteria perfectly. Wells Fargo Bank → Wells Fargo Bank. Excellent.
Vice President at Citi Wealth - Americas
Strong fit - this VP in wealth operations explicitly managed client onboarding and client service initiatives within a major financial institution. Citi Wealth/Private Bank → VP Client Onboarding, VP. Strong.
Vice President, Business Services
This candidate has extensive experience in client services and administration roles within asset management/financial services, which strongly aligns with the duties of a Relationship Administrator. T. Rowe Price in various client service and administration leadership roles. Excellent.
VP/Sr Application Support & Data Analyst
This candidate has continuous experience in various operational and VP roles specifically within community/private banks, aligning perfectly with the industry and implied administrative responsibilities. VP/Operations roles progressing through multiple banks including CalPrivate Bank. Excellent.
Director Of Operations/Client Administration at Pullen Investment Management
This candidate explicitly holds the title 'Director Of Operations/Client Administration' with prior experience in client service at a major brokerage, hitting most relevant points except direct banking industry confirmation (though finance is covered). Pullen Investment Management → National Investment Services, Operations/Client Service Director. Excellent.
Salesforce Certified Advanced Administrator
This candidate explicitly states 'Customer Relationship Administrator' background and has recent banking roles including CRM administration and branch management. Tri Counties Bank Admin/Manager → North Valley Teller. Strong.
Chief Administrative Officer - Retail Banking & Wealth Management at FIS
This candidate has extensive senior leadership experience in retail banking and includes direct experience as a Relationship Manager. Ex-Chief Administrative Officer - Retail Banking & Wealth Management at FIS; Director of Relationship Management at FIS (5 yrs 7 mos) → Relationship Manager at Wells Fargo (8 yrs); CAO at FIS. Strong.
Sr. Director, Client Experience Group at Fidelity Investments
This senior leader has extensive experience in client experience and leadership roles within major financial services firms, aligning well with the leadership aspect of relationship administration. Sr. Director, Client Experience at Fidelity → VP at Merrill Lynch → Data Conversion at Fidelity → Integration at Bear Stearns. Excellent.
Assistant Relationship Manager at Capital One
Strong fit as the current role is Assistant Relationship Manager and experience is heavily within the financial services sector. Capital One → JPMorgan Chase. Excellent.
Assistant Vice President | Financial Services | Business Transformation & Process Optimization Expert
This candidate has strong leadership experience in financial services, explicitly mentioning client relationship management and holding AVP roles in client services. State Street → FNZ → State Street (AVP, Project Manager/Analyst). Strong.
Senior Branch Office Administrator, Math Nerd, Limited Partner
This candidate has significant experience in a related administrative role within the financial services industry, highlighting client service. Edward Jones → 15 years as Senior Branch Office Administrator, strong client service skills. Strong.
Senior Client Manager
This candidate has extensive client service and relationship management experience within financial services firms. Fidelity Investments → LeapFrog Systems (project focused on Fidelity tools) → Putnam Investments. Excellent.
Senior Client Operations Associate
This person has strong operational and relationship-building experience within the retirement/financial services sector. Empower → Sr Client Ops Associate focusing on high-volume requests, process improvement, and client communication. Excellent.
Client Relationship Manager
Currently works as a Client Relationship Manager in the financial services sector, ticking off the key job title and industry requirements. Marathon → Atria Wealth (CRM, Product Manager 17+ years). Excellent.
Team Administrator, Director, UBS Private Wealth
This professional is a very strong fit, having held roles directly supporting client relationships and service coordination in wealth management. UBS Private Wealth (Team Administrator) → First Republic → Coastal Capital (Client Relations Analyst/VP Service Coordinator). Excellent.
Operations Manager at OsaicWealth Inc.
Excellent recent background as Branch Office Administrator and Premier Client Manager within wealth management/banking roles, directly matching administrative and client management duties. Operations Manager OsaicWealth → Branch Office Admin BofA/Wells Fargo. Excellent.
Chief Administrative Officer, Head of National Family Office Operations at Ascent Private Capital Management of U.S. Bank
This candidate has extensive experience leading national operations, client experience, and service for ultra-high-net-worth families in a bank setting. U.S. Bank → Ascent Private Capital Management. Excellent.
Regional Services Senior Consultant
This individual has significant experience in customer/client facing roles within multiple large banks and explicitly mentions managing client accounts, making them a very strong fit for relationship administration. J.P. Morgan → Wells Fargo → First County Bank, progression through Branch/Service management and consulting, strong customer focus. Excellent.
Client Relationship Manager at FIS
Claims 20+ years leading client engagement and service delivery at global financial institutions, currently runs a consultancy focusing on executive assistance and stakeholder coordination, making this a very close match for advisory/admin support focused on relationships. Financial services career focused on client engagement (20+yr) → current independent consultant in coordination/support. Excellent.
Fidelity Investments Operational Leader
Excellent background including direct Relationship Management and extensive experience across financial services operations and leadership roles. Fidelity Investments/Deloitte, VP Relationship Management (8 yrs) → Operational Leader. Excellent.
Vice President/Platform Owner at JPMorgan Chase & Co.
This candidate has relevant relationship management and operations experience within a major banking institution. JPMorganChase (VP/Platform Owner) → JPMorganChase (VP/App Dev Mgr), focus on vendor management and relationship building. Excellent.
Senior Client Service Manager | Financial Consultant | Project Manager | Financial Services Professional
This individual is currently a Senior Client Service Manager with extensive experience fostering deep relationships with clients in the financial services sector. TIAA → Wells Fargo Advisors. Excellent.
Branch Operations Administrator at Tri Counties Bank
Solid match with long tenure as an Operations Administrator at a bank, implying strong administrative and operational relation to the banking function. Tri Counties Bank (Regional/Branch Operations Administrator 23+ years). Excellent.
Vice President, Implementation Project Manager at JPMorgan Chase & Co.
This candidate is a strong fit, serving as a VP in Banking Operations focused on implementing and onboarding large corporate clients onto payments platforms. JPMorgan Chase & Co. is a major bank. JPMorgan Chase → JPMorgan Chase (VP Implementation PM/Operations Lead/Migration Lead). Excellent.
Senior Client Management Consultant at CAPTRUST
This experienced leader focuses heavily on client management consulting, acting as a liaison and working with new clients during conversion processes within a financial setting. CAPTRUST → Fidelity Investments, Client Management Consultant, operations leadership. Strong.
Project coordinator, client administrator, operations and relationship manager. Wearer of many hats to get the job done.
This candidate has significant experience in client-facing and relationship management roles within the financial services industry. Relationship Administrator: partial, held 'relationship manager' and 'client administrator' roles; Banking industry: partial, experience at Deutsche Bank and Bank of America; Client relationship management: yes, experience includes 'relationship management' and managed relationships with administrators; Financial services: yes, experience at MetLife, Deutsche Bank, Bank of America. Diverse experience in financial services and relationship roles makes this a strong prospect. MetLife → Deutsche Bank → Bank of America (implied) → Workiva → current/recent consulting/other roles. Strong.
Retired
This candidate has direct experience at banks and financial services firms in a systems analyst role, which often involves administrative and requirements work that aligns with the role's nature. Retired at Home → PNC Financial Services Group → National City Bank → KeyCorp; Business Systems Analyst background. Strong.
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