Balentine

Relationship Associate

Balentine

23 days ago
Raleigh, NC
Onsite
Full Time
Junior
0 applicants
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Balentine
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About this role

Balentine is seeking a Relationship Associate to join their Relationship Management team in Raleigh. The role involves providing exceptional client service, supporting portfolio administration, and assisting Relationship Managers to ensure tailored solutions and positive client interactions.

Skills

Qualifications

Bachelor’s degree3+ years experienceExperience with complex account structuresProficiency with Salesforce, Box, DocuSign, NetX360, Addepar, ARCH, Subscribe+
Balentine

About Balentine

balentine.com

Balentine is an independent wealth management and financial advisory firm serving families, family offices, businesses and institutions from offices in Atlanta and Raleigh. With nearly four decades of experience, they provide personalized, holistic planning and investment management across public and private markets, legacy and multi‑generational family‑office services, and business advisory. Balentine emphasizes a solutions‑focused, tailored approach designed to protect and grow client capital and navigate complex financial decisions.

About Balentine

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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