Jobs in the United States

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2027 GBS ASCEND Program Associate - Sales Desk Phoenix
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Phoenix
Location Designation: Hybrid - 3 days per week
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Commissions Associate
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Nutrition Assistant Manager
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Atlanta, GA
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Public Benefits Specialist, Entry (Operations Support Specialist) Salem
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United States
Must possess a valid driver's license and acceptable driving record to use state vehicles
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DA
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Paraeducator Assistant I Early Learning HQ OYO (30 hrs./wk., Ends June 2027)
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Applicants must possess a high school diploma or its recognized equivalent, and have completed the following requirements:
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Community Liaison Supervisor - Inwood Residence
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Manhattan, NY
The Community Liaison serves as the primary point of contact between the program and the surrounding community, promoting positive neighborhood relations, supporting client engagement, and…
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Community Liaison Supervisor - Jack Ryan Residence
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Manhattan, NY
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Asst Resident Care Coordinator at Severna Park
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Severna Park, MD
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EHS Specialist
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Mechatronic Apprentice I, RME
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RV Sales Associate
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RV Sales Associate
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RV Sales Associate
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RV Sales Associate
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A
Clinical Director
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- $105,000 to $110,000 USD / year
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RN - PICU
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QUALITY CONTROL MANAGER, SENIOR
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Production Supervisor (Powder Coating)
Roll up your sleeves!
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CNC Laser Programmer
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Maintain organized CNC program files, revision records, and technical documentation.
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Maintenance Engineer
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For our office-based teams, this means working in-person at least 3 days per week · For this position, you must reside in or within commuting distance to Reedsville, PA
Added 2 mins ago
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CERTIFIED HEALTH INFORMATION MANAGEMENT TECHNICIAN
IL
- $53,150 to $61,730 USD / year
Associate’s degree in Health Information Technology or Health Information Administration from an accredited college or university, is required (Must provide official transcripts at time of…
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Leasing and Marketing Associate
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Employee Assistance Program (EAP) for access to confidential support services

Balentine

Relationship Associate

Atlanta, GA, United States

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Job details

Experience: 3+ years similar experience
Posting language: English
Posted: Nov 13, 2026

Original job description

We’re Hiring:

Relationship Associate

Balentine is seeking a Relationship Associate to support our Relationship Management team. At Balentine, we pride ourselves on delivering a white-glove client experience built on trust, discretion, and attention to detail. This role works closely with the Relationship Managers to anticipate client needs, respond to requests, resolve issues, and contribute to the delivery of a high-quality, detail-oriented client experience.

This role is ideal for professionals who thrive in a collaborative, in-office environment, where teamwork, accountability, and precision are valued. 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

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.

Relationship Manager Support

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

Qualifications

Bachelor’s degree or equivalent work experience
3+ years similar experience
Experience working with complex account structures
Technologically savvy and proficient
Proficiency with Box, Salesforce, DocuSign, Wealthscape, Addepar, ARCH and Subscribe+ strongly preferred; experience with similar program types required
Demonstrated ability to handle confidential information with discretion

Competencies The competencies below outline some of the characteristics 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 concentration throughout the day
Ability to provide consistent responsiveness to clients and colleagues, ensuring needs are met promptly despite competing demands
Ability to always arrive on time and prepared

+ Discernment

Demonstrates sound judgment in knowing when to seek input and when to take initiative independently
Strikes the right balance between over-reliance on others and charging ahead without proper context
Understands when collaboration is necessary and when self-direction is appropriate, showing maturity in decision-making and ownership of outcomes

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 $8.5B 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.

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Jobs in the United States