Relationship Associate

Balentine is seeking a Relationship Associate to support our Relationship Management team. At Balentine, we pride ourselves on delivering a white-glove client experience built on trust, discretion, and attention to detail. This role works closely with the Relationship Managers to anticipate client needs, respond to requests, resolve issues, and contribute to the delivery of a high-quality, detail-oriented client experience.

This role is ideal for professionals who thrive in a collaborative, in-office environment, where teamwork, accountability, and precision are valued. The right individual is passionate about client service, thrives in a high-stakes environment, and brings a responsive, detail-oriented, solutions-driven mindset.

The goal of this position is to develop a long-lasting, trusting relationship with each client through superior service to enhance their relationship with the firm.

The success of the role is demonstrated by the ability to complete the following:

• Deliver superior, same-day responses to client requests with professionalism and care.
• Leverage Salesforce to manage tasks, follow workflows, and track client interactions, ensuring that all service items are completed accurately and efficiently.
• Process daily business transactions and ad-hoc research requests with speed and accuracy, leveraging Balentine’s technology platforms.
• Coordinate money movement (wires, ACHs, journals, dividend reinvestment, RMDs, cash management).
• Partner with the Operations team on account openings, transfers, documentation, and reporting requests.
• Maintain responsiveness and poise under pressure, balancing competing priorities without compromising quality.

• Proactively monitor client portfolios and identify when action or escalation is needed.
• Manage private capital administration, including subscription documents, capital calls, and distributions.
• Ensure strict adherence to Balentine’s policies, compliance standards, and regulatory requirements.

• Develop a comprehensive understanding of each client’s unique needs including family dynamics, spending priorities, and investment preferences.
• Anticipate the needs of Relationship Managers (RMs) and clients, offering creative, proactive solutions.
• Use Salesforce to support RM priorities by staying aligned to tasks, monitoring workflows, and keeping client records current.
• Collaborate across teams on firmwide initiatives and provide administrative support as required. 

• Bachelor’s degree or equivalent work experience
• 3+ years similar experience
• Experience working with complex account structures
• Technologically savvy and proficient
• Proficiency with Box, Salesforce, DocuSign, Wealthscape, Addepar, ARCH and Subscribe+ strongly preferred; experience with similar program types required
• Demonstrated ability to handle confidential information with discretion

The competencies below outline some of the characteristics we expect to contribute to the success of this position.

+      Professional and Courteous

• Ability to maintain uncompromising levels of confidentiality
• Ability to interact with all people in a polite manner and a positive attitude
• Ability to have a positive impact on the people around you

+      Emotional Intelligence and Interpersonal Skills

• Ability to read and connect with people and respond accordingly in varying situations
• Ability to recognize own and others’ emotions and use them to create positive interactions

+      Organized and Productive

• Ability to structure responsibilities, tasks, and project management to eliminate wasted time and efforts
• Ability to manage multiple projects and competing priorities without missing deadlines
• Ability to self‐manage, prioritize, and produce quality work in both individual and team environments 

+      Calm Under Pressure / Unflappable

• Ability to respond calmly and maintain performance standards in a busy office setting
• Ability to maintain high service standards and problem-solve effectively when faced with new challenges

+      Adaptable and Reliable

• Ability to remain unperturbed by changing priorities and conditions
• Ability to shift concentration throughout the day
• Ability to provide consistent responsiveness to clients and colleagues, ensuring needs are met promptly despite competing demands
• Ability to always arrive on time and prepared

+      Discernment

• Demonstrates sound judgment in knowing when to seek input and when to take initiative independently
• Strikes the right balance between over-reliance on others and charging ahead without proper context
• Understands when collaboration is necessary and when self-direction is appropriate, showing maturity in decision-making and ownership of outcomes

Balentine LLC is a boutique wealth management firm with $8.5B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. At Balentine, everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships and results and has created an environment where motivated people flourish.

Balentine’s culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.