Relationship Associate

Balentine•Atlanta, GA

39d•Onsite

About The Position

Balentine is seeking a Relationship Associate (RA) to join our Relationship Management team. At Balentine, we pride ourselves on delivering a white-glove client experience built on trust, discretion, and attention to detail. Our Relationship Associates are on the front line of that promise, working hand-in-hand with Relationship Managers to anticipate needs, respond swiftly and thoughtfully, resolve issues seamlessly, and ensure every client interaction feels personal and exceptional. This role is ideal for professionals who thrive in a collaborative, in-office environment, where teamwork, accountability, and precision are valued. Successful candidates will have the opportunity to pursue the established RA career path or carve their own trajectory within the firm. The right individual is passionate about client service, thrives in a high-stakes environment, and brings a responsive, detail-oriented, solutions-driven mindset.

Requirements

Bachelor’s degree
3+ years similar experience
Experience working with complex account structures
Technologically savvy and proficient
Demonstrated ability to handle confidential information with discretion

Nice To Haves

Proficiency with Box, Salesforce, DocuSign, NetX360, Addepar, ARCH and Subscribe+ strongly preferred; experience with similar program types required

Responsibilities

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 on tasks, monitoring workflows, and keeping client records current.
Collaborate across teams on firmwide initiatives and provide administrative support as required.