Franklin Templeton · New York, NYPrepare for this interview
EliteAI-generated questions, company research, and talking points tailored to this role
Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients' portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms. Fiduciary Trust International is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you'll get exposed to different cultures, people, and business development happening around the world. Client Onboarding Associate Fiduciary Trust International is hiring a Client Onboarding Associate to join our Client Services team in either Saint Petersburg, FL or New York, NY. The Client Onboarding Associate plays a critical role in delivering a seamless and high-touch onboarding experience for new and existing clients. The Associate partners closely with clients and internal stakeholders to coordinate account opening activities, provide proactive communication, and ensure an efficient onboarding process from initiation through account activation. Ideal candidates are client-focused, detail-oriented, and committed to delivering exceptional service while supporting operational excellence and regulatory compliance. How You Will Add Value Serve as a primary point of contact for clients throughout the onboarding journey, delivering an exceptional client experience from account initiation through activation. Build trusted relationships with HNW/UHNW clients through proactive communication, responsiveness, and attention to detail. Partner with front office, operations, compliance, and other internal teams to coordinate onboarding activities and support complex account structures and client needs. Guide clients through onboarding requirements, answer questions, and provide timely updates on account opening progress and key milestones. Review onboarding documentation for completeness, accuracy, and regulatory readiness while ensuring an efficient and client-friendly onboarding experience. Proactively identify, escalate, and resolve onboarding issues to minimize delays and support timely account activation. Coordinate KYC/AML reviews and screenings in accordance with firm policies and regulatory requirements. Support process improvement initiatives focused on enhancing onboarding efficiency, operational effectiveness, and the overall client experience. Maintain confidentiality of sensitive client information and ensure adherence to firm policies and procedures. What Will Help You Be Successful in This Role Bachelor's degree or equivalent experience required 3+ years of experience in financial services, client onboarding, client service, relationship management, or related fields preferred Strong client service, communication, and relationship management skills, with the ability to build trust and credibility with sophisticated clients Strong analytical, organizational, and problem-solving skills with exceptional attention to detail Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy, professionalism, and a high level of client service Knowledge of onboarding, KYC/AML processes, trust administration, or wealth management operations preferred Strong aptitude for technology and proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and SharePoint Self-motivated team player with the ability to work independently, navigate ambiguity, and adapt to evolving priorities Demonstrated sense of ownership, accountability, and commitment to delivering exceptional client experience Compensation : Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary - designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregivi
How well this role fits your profile.
Worked at Franklin Templeton? Share your experience