What are the responsibilities and job description for the Relationship Associate position at Balentine?

Accepting Applications :

Relationship Associate

Balentine is accepting applications for a Relationship Associate (RA) who will work closely with our super-ensemble Relationship Management team to drive the client experience. In this role, the Relationship Associate will gain experience spearheading client service initiatives, which is integral to building trust and confidence with our clients. There is an opportunity to thrive either within the Relationship Associate role or on a defined trajectory to becoming a Relationship Manager.

The successful candidate can provide unparalleled client service in an intense, high-stakes environment.

Responsibilities

The ultimate 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

Provide same-day responses to client requests
Demonstrate operational proficiency in Balentine's technology systems by correctly processing the day-to-day business items and the ad-hoc research needs within the client-dictated time frames. This includes :
Money Management – Wires, ACHs, journals, dividend reinvestment, cash management
Operational Expertise – Collaborate on new account and transfer paperwork, documentation management, and performance reporting requests with the Operations team
Track, monitor, and distribute all tax documents and other requests made by the client's personal advisory team, such as CPA, lawyer, and family office staff
Maintain an exceptionally high level of responsiveness despite competing needs, changing priorities, and unexpected critical situations

Portfolio Administration

Follow established monitoring activities to proactively assess a situation based on specific client knowledge and discern when action is required

Complete all trading duties, both manual trade tickets and periodic rebalance tasks

Meet 100% of deadlines for Alternatives Investments funding

Adhere to all Balentine policy and regulatory requirements

Relationship Manager Support

Show a comprehensive understanding of each client by being able to retain and recall critical information, such as family dynamics, hot-button issues, investing idiosyncrasies, spending requirements, and fee structure, in accordance with the Relationship Manager's needs

Maintain an organized list of workflows to track and review various tasks and projects the collective client team is working on.

Anticipate the individual needs of the RM and the clients and proactively provide creative solutions based on an in-depth understanding of the wealth management industry and Balentine's distinctive approach to investing

Perform administrative duties as needed, such as book and materials production, scheduling assistance, and comparable duties, getting input and feedback from other team members

Qualifications

Bachelor's degree

3 years similar experience

Experience working with complex account structures

Technologically savvy and proficient

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

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.

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 concentrations throughout the day

Ability to always arrive on time and prepared

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 $8B 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.

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