Relationship Associate

We're Hiring :

Relationship Associate

(Atlanta)

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.

Responsibilities

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 :

Client Service

• 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.

Portfolio Administration

Relationship Manager Support

Qualifications

Competencies

While we acknowledge there can be multiple approaches to a job well done, the below competencies outline some of the characteristics that we expect to contribute to the success of this position.

Compensation

Balentine offers a competitive compensation package, including an attractive base salary and benefits.

Company Overview

Balentine LLC is a boutique wealth management firm with $7.5B 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.