Associate Relationship Manager

Balentine

Atlanta, GA, United States
Competitive base salary; benefits included; not sp...
**
5+ years investment management experience
3+ years client-facing experience
Bachelor's degree required
** Balentine is seeking an Associate Relationship Manager to support their Relationship Management team in delivering exceptional client service. The ideal candidate will have substantial experience in investment management, strong communication skills, and a proactive, growth-oriented mindset. **

Job Summary

  • The role supports Relationship Managers by managing day-to-day client needs to allow them to focus on acquisition and retention.
  • Candidates must have demonstrated experience in investment management and possess excellent communication skills for a first-class client experience.
  • Balentine offers a competitive compensation package including base salary and benefits within a collaborative culture driven by excellence.

Matching Summary

Match Score: 75

** Balentine is seeking an Associate Relationship Manager to support their Relationship Management team in delivering exceptional client service. The ideal candidate will have substantial experience in investment management, strong communication skills, and a proactive, growth-oriented mindset. **

Salary

Competitive base salary; Benefits included; Not specified

Skills & Requirements

Must-have

  • 5+ years investment management experience
  • 3+ years client-facing experience
  • Bachelor's degree required
  • Proficiency in eMoney and Addepar
  • Superior Excel skills required

Nice-to-have

  • Willingness to achieve CFP certification
  • Experience with Riskalyze tools
  • Proactive mentality and growth mindset
  • Ability to work in entrepreneurial environment
  • Strong emotional intelligence and interpersonal skills

Key Requirements

  • Bachelor's degree
  • 5+ years investment management experience
  • 3+ years client-facing experience
  • Willingness to achieve CFP or industry certification

Work Rights

Not specified

Tailored Resume

Cover Letter