If you searched Superstar Sourcing for Relationship Administrator (with 1 additional requirement) on January 3, 2026 you'd find 369 great candidates

This sample report shows what our sourcing engine surfaces for this search. Preview the top 30 matches below.

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D**** C****

Relationship Aministrator at Comerica Bank

Detroit, Michigan, United States 41 years 4 months

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.

Work Experience

Zeff, Zeff & Materna
File Clerk · 1 year
Roney & Company
data entry · 2 years
Comerica Bank
Relationship Aministrator · 38 years 3 months

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

data entry
100%

R** T****

Relationship Manager/Assistant Vice President at Wells Fargo Bank

Downey, California, United States 25 years 2 months

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.

Work Experience

County of Orange
Accountant/Auditor II · 3 years 8 months
Wells Fargo Bank
Relationship Manager/Assistant Vice President

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management
100%

D*** M****

Relationship Administrator at Sovereign Bank

Providence, Rhode Island, United States

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.

Work Experience

Sovereign Bank
Relationship Administrator

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management
100%

J**** V****

Assistant Vice President, Relationship Associate at Wells Fargo Bank

Long Beach, California, United States 26 years 5 months

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.

Work Experience

Wells Fargo Bank
Assistant Vice President, Relationship Associate · 26 years 6 months

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management
95%

R*** T****

Vice President at Citi Wealth - Americas

Tampa, Florida, United States 17 years 6 months

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.

Work Experience

Citi
Vice President at Citi Private Bank Latin America · 2 years 11 months
ILDCC
Data & Research Director · 1 year
Professional Mailings, Inc.
Manager of Operations · 4 years 11 months
Citi
Assistant Vice President at Citi Private Bank North America · 5 years 4 months
+ 2 more positions

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

operations digital driving automation compliance onboarding efficiency innovation technology risk legal design +8 more
95%

C**** H****

Vice President, Business Services

Lutherville-Timonium, Maryland, United States 24 years

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.

Work Experience

T. Rowe Price
Representative, Participant Service Center · 3 years 1 month
T. Rowe Price
Supervisor, Participant Service Center · 1 year 2 months
T. Rowe Price
Senior Manager, Client Services · 2 years 8 months
T. Rowe Price
Lead Manager, Participant Service Center · 4 years 4 months
+ 3 more positions

Qualification Criteria 3 met, 1 not

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

client services business services administration
95%

C**** F****

VP/Sr Application Support & Data Analyst

San Diego, California, United States 18 years 8 months

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.

Work Experience

West Coast Community Bank
Program Manager · 1 year
Pacific Mercantile Bank
VP, Operations Support Manager · 1 year 8 months
Santa Cruz County Bank
SVP, Banking Operations Manager · 1 year
CalPrivate Bank
VP/Sr Application Support-Data Analyst · 1 year 5 months
+ 3 more positions

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

operations banking application support
95%

C**** K****

Director Of Operations/Client Administration at Pullen Investment Management

Bradenton, Florida, United States 28 years 2 months

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.

Work Experience

National Investment Services, Inc.
Vice President - Operations/Client Service · 18 years 5 months
Merrill Lynch
Registerd Client Associate · 5 years
Pullen Investment Management, LLC
Director Of Operations/Client Administration · 4 years 10 months

Qualification Criteria 3 met, 1 not

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

director operations administration client service
95%

L**** S****

Salesforce Certified Advanced Administrator

Redding, California, United States 17 years 3 months

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.

Work Experience

Tri Counties Bank
CRM Administrator I · 8 months
Tri Counties Bank
Senior Teller · 1 year 5 months
Tri Counties Bank
Salesforce Certified Administrator
North Valley Bank
Operations Specialist/ Financial Services Representative/ Teller · 6 years 4 months
+ 1 more positions

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

customer service analytical skills system administration financial services banking deposits teamwork salesforce administration maintenance cloud sales +2 more
95%

C**** C****

Chief Administrative Officer - Retail Banking & Wealth Management at FIS

Mooresville, North Carolina, United States 29 years 7 months

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.

Work Experience

FIS
Line of Business Executive-Biller Solutions · 1 year 9 months
FIS
Director of Relationship Management · 5 years 7 months
Wells Fargo
Relationship Manager · 8 years
FIS
Chief of Staff Team - Banking & Digital Solutions
+ 6 more positions

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

relationship management product strategy business development retail banking wealth management director management banking digital strategy engagement retail
95%

A*** S***

Sr. Director, Client Experience Group at Fidelity Investments

Glen Ridge, New Jersey, United States 24 years 11 months

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.

Work Experience

Fidelity Investments
Data Conversion Consultant · 3 years
Fidelity Investments
Sr. Director, Client Experience Group · 13 years 3 months
Bear Stearns
Integration Manager · 1 year
Merrill Lynch
Vice President, Execution Services · 4 years 8 months
+ 1 more positions

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

director integration data conversion
95%

L**** N****

Assistant Relationship Manager at Capital One

Melrose Park, Illinois, United States 17 years 7 months

Strong fit as the current role is Assistant Relationship Manager and experience is heavily within the financial services sector. Capital One → JPMorgan Chase. Excellent.

Work Experience

JPMorgan Chase
Sr. Documentation Analyst · 8 years 2 months
Capital One
Assistant Relationship Manager · 9 years 6 months

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

financial services microsoft excel customer service business administration documentation microsoft management loans finance research administration
95%

M**** P***

Assistant Vice President | Financial Services | Business Transformation & Process Optimization Expert

Randolph, Massachusetts, United States 25 years 4 months

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.

Work Experience

State Street
Assistant Vice President, Business Transformation Analyst · 1 year 9 months
State Street
Assistant Vice President, AML Transformation Business Lead · 3 years 9 months
State Street
Client Services Officer, Client Service Manager · 15 years 3 months
State Street
Assistant Vice President, Project Manager · 1 year 8 months
+ 1 more positions

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

management compliance partnerships rates driving aml financial services relationship management operational excellence regulatory compliance business transformation client services +4 more
95%

T**** C****

Senior Branch Office Administrator, Math Nerd, Limited Partner

Littleton, Colorado, United States 22 years 10 months

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.

Work Experience

Lockheed Martin
Senior Financial Accountant - Asset Management · 5 years 3 months
Verio
Senior Financial Accountant - Asset Management · 2 years 4 months
Edward Jones
Senior Branch Office Administrator · 15 years 5 months

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

operations responsible accounting management client service financial services detail oriented asset management
95%

E*** W****

Senior Client Manager

Providence, Rhode Island, United States 26 years 3 months

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.

Work Experience

Putnam Investments
Sr Operations Supervisor · 4 years 10 months
Fidelity Investments
Client Service Manager III · 8 years 10 months
Putnam Investments
Organizational and Business Improvement Consulting Analyst · 1 year 1 month
Putnam Investments
Retirement/529 Client Service Specialist · 2 years 5 months
+ 2 more positions

Qualification Criteria 2 met, 1 not

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

retirement management operations responsible training consulting engineering analysis production legal reporting projects +8 more
95%

J*** P****

Senior Client Operations Associate

Westminster, Colorado, United States 16 years 6 months

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.

Work Experience

Air Academy Federal Credit Union
Branch Manager · 4 years 11 months
Elevations Credit Union
Senior Financial Solutions Guide · 1 year 6 months
Elevations Credit Union
Complex Account Specialist · 2 years 5 months
First Western Trust
Trust and Investment Operations Supervisor · 2 years
+ 3 more positions

Qualification Criteria 3 met, 1 not

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

retirement management leadership performing proactive training strength partnerships compliance operations strategy responsible +8 more
95%

S*** K****

Client Relationship Manager

Syracuse, New York, United States 17 years 10 months

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.

Work Experience

First Baptist Church of Syracuse
Administrative Assistant · 4 years 10 months
Atria Wealth Solutions
AVP, Digital Product Manager · 3 years 4 months
Marathon Financial Advisors, Inc.
Client Relationship Manager · 3 months
Atria Wealth Solutions
Senior New Business Processor · 8 years 2 months
+ 1 more positions

Qualification Criteria 2 met, 1 not

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

finra operations testing software digital responsible technology musician performing finance ran flute +8 more
95%

M*** J****

Team Administrator, Director, UBS Private Wealth

Boston, Massachusetts, United States 30 years 4 months

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.

Work Experience

Coastal Capital Group, LLC
Vice President, Planning and Service / Relationship Coordinator · 2 years 5 months
Coastal Capital Group, LLC
Vice President, Operations · 6 years 3 months
First Republic Securities Company, LLC
Client Relations Analyst, Associate Director · 9 years 5 months
Fidelity Investments
Retirement Plan Account Manager · 3 years
+ 3 more positions

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

management planning analysis salesforce projects attorneys less operations administration liaison compliance benefits +8 more
95%

G**** S****

Operations Manager at OsaicWealth Inc.

Newark, California, United States 21 years 1 month

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.

Work Experience

Wells Fargo Advisors
Branch Office Administrator · 3 years 11 months
Global Capital Strategies
Branch Office Administrator · 11 months
Osaic
Operations Manager · 7 years
Bank of America Merrill Lynch
Premier Client Manager, AVP · 3 years 10 months
+ 1 more positions

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

operations
95%

J**** M****

Chief Administrative Officer, Head of National Family Office Operations at Ascent Private Capital Management of U.S. Bank

Sarasota, Florida, United States 27 years 3 months

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.

Work Experience

Ascent Private Capital Management of U.S. Bank
Vice President, Director of Marketing · 2 years 7 months
Ascent Private Capital Management of U.S. Bank
Chief Administrative Officer, Head of National Operations · 2 years 4 months
U.S. Bank Retirement Services
Assistant Vice President, Operations Manager · 5 years 10 months
U.S. Bank Institutional Trust & Custody
Vice President, Product, Marketing & Sales Support Manager · 7 years
+ 1 more positions

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

operations capital management banking investments technology engineering marketing strategy planning director sales +4 more
95%

S**** H****

Regional Services Senior Consultant

New York City Metropolitan Area, United States 16 years 8 months

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.

Work Experience

Wells Fargo
Branch Manager · 1 year 8 months
Wells Fargo
Service Manager · 4 years 2 months
First County Bank
Deposit Operation Senior Specialist · 3 years 6 months
Wells Fargo
Regional Services Senior Consultant · 8 years 11 months
+ 2 more positions

Qualification Criteria 4 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

banking operation detail oriented customer service communication skills problem solving customer satisfaction excellent communication skills
95%

K**** B***

Client Relationship Manager at FIS

Apollo Beach, Florida, United States 37 years

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.

Work Experience

FIS
Client Relationship Manager
Park National Bank
Trust Officer | Investment Portfolio Manager
J.P. Morgan
Vice President, Product Owner · 1 year 10 months
RemoteAsst LLC
Founder
+ 4 more positions

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

llc management coordination engagement strategy projects planning clarity accountability director consulting retirement +8 more
90%

J*** H****

Fidelity Investments Operational Leader

Cincinnati, Ohio, United States 32 years 11 months

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.

Work Experience

Fidelity Investments
VICE PRESIDENT - Customer Service Delivery · 2 years 9 months
Shearson Lehman Brothers
Financial Services Retail Broker · 2 years
Fidelity Investments
SENIOR DIRECTOR - Operations Support · 4 years 3 months
Fidelity Investments
Outsourcing Program Leader · 2 years 7 months
+ 3 more positions

Qualification Criteria 2 met, 1 not

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

communication skills problem solving customer service service delivery financial services relationship management business development management directing creative retail director +4 more
90%

J**** P**

Vice President/Platform Owner at JPMorgan Chase & Co.

San Francisco, California, United States 22 years 4 months

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.

Work Experience

JPMorganChase
Vice President/Platform Owner · 3 years
JPMorganChase
Assistant Vice President/Oracle DBA and ETL Developer · 3 years 8 months
JPMorganChase
Vice President/Business Systems Analyst/Quality Assurance Manager · 7 years 2 months
JPMorganChase
Vice President/Application Development Manager · 4 years
+ 2 more positions

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

growth strategies strategic planning vendor management relationship building market research quality assurance application development project planning agile performing operations commercial +8 more
90%

A**** C****

Senior Client Service Manager | Financial Consultant | Project Manager | Financial Services Professional

Charlotte, North Carolina, United States 10 years 7 months

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.

Work Experience

Wells Fargo
Loan Processor · 4 months
TIAA
Financial Service Consultant · 4 years
TIAA
Senior Client Services Manager · 8 years 4 months
Wells Fargo
Registered Client Associate · 2 years 2 months

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

microsoft dynamics crm microsoft office suite financial services financial analysis client service financial planning client education strategic partnerships operational excellence microsoft dynamics microsoft office strategic planning +8 more
90%

L** H****

Branch Operations Administrator at Tri Counties Bank

Redding, California, United States 23 years 6 months

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.

Work Experience

Tri Counties Bank
Regional Operations Administrator · 23 years 7 months

Qualification Criteria 2 met, 1 not

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

operations
90%

T** C****

Vice President, Implementation Project Manager at JPMorgan Chase & Co.

Tampa, Florida, United States 25 years 7 months

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.

Work Experience

JPMorgan Chase & Co.
Vice President, Implementation Project Manager · 4 years 11 months
JPMorgan Chase & Co.
Associate, Banking Operations Analyst · 9 years
JPMorgan Chase & Co.
AVP, Banking Operations Entitlements Team Lead · 3 years
JPMorgan Chase & Co.
Customer Service Representative · 1 year
+ 3 more positions

Qualification Criteria 3 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

project management project manager performance reviews customer service call center operations payments api banking treasury management validation +8 more
85%

B**** S****

Senior Client Management Consultant at CAPTRUST

Raleigh, North Carolina, United States 15 years 2 months

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.

Work Experience

Fidelity Investments
Director of Mutual Fund Reconciliation · 1 year
Fidelity Investments
Manager, Participant Services · 7 years
CAPTRUST
Senior Client Management Consultant

Qualification Criteria 3 met, 1 not

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

associate development call center process improvement customer service client management professional services team work bank reconciliation relationship management cost savings health insurance engagement +8 more
85%

C**** T****

Project coordinator, client administrator, operations and relationship manager. Wearer of many hats to get the job done.

New York, New York, United States 34 years 2 months

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.

Work Experience

Deutsche Bank
Officer - Client Solutions, Global Institutional Services · 4 years 7 months
Baruch College
Ops and Admin Coordinator · 7 years 1 month
Insurance and Financial Services
Business Research Analyst Consultant · 4 months
Workiva
Sr. Relationship Project Manager, Corporate Marketing · 6 months
+ 5 more positions

Qualification Criteria 2 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

management operations digital accountability research marketing benefits sales integration risk pmo financial services +7 more
85%

M*** S****

Retired

Strongsville, Ohio, United States 34 years 7 months

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.

Work Experience

Tharo Inc
Technical Analyst · 2 years 6 months
PNC Financial Services Group
Business Systems Analyst · 6 years 4 months
Mirifex
Business Analyst · 1 year 6 months
National City Bank
Business Analyst · 1 year 10 months
+ 3 more positions

Qualification Criteria 2 met

Banking industry
Financial services
Relationship Administrator
Client relationship management

Skills & Expertise

windows programming production management remediation projects itil maintenance analysis mainframe design software +8 more
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