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Balentine · 1 month ago

Relationship Associate

Atlanta, GA

Full-time

Onsite

Mid Level

3+ years exp

Balentine is a boutique wealth management firm seeking a Relationship Associate to join their Relationship Management team. This role focuses on delivering exceptional client service, supporting Relationship Managers, and ensuring smooth portfolio administration.

ConsultingFinancial ServicesInsuranceLegal

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

Qualification

SalesforceClient serviceBoxDocuSignNetX360AddeparARCHSubscribe+Emotional intelligenceInterpersonal skillsOrganizational skillsProblem-solvingAdaptabilityConfidentiality