Relationship Associate

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.

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

• 3+ years similar experience
• Experience working with complex account structures
• Technologically savvy and proficient
• Proficiency with Box, Salesforce, Docu Sign, NetX
  360, Addepar, ARCH and Subscribe+ strongly preferred; experience with similar program types required
• Demonstrated ability to handle confidential information with discretion

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.

• 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

• 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

• 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

• Ability to respond calmly and maintain performance standards in a busy office setting
• Ability to maintain high service standards and…