Franklintempleton

Relationship Associate (Wealth Management)

Atlanta, Georgia, United States of America

Sponsorship not specified$71k-$84kDetected 30 days ago

Business DevelopmentExcelCommunicationCollaborationProblem SolvingPublic SpeakingMicrosoft Office

About the role

Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations.
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.

Works closely with relationship teammates (particularly the Client Lead) to establish and maintain a seamless and optimal client experience.
Partners with RM to understand client goals (including extended family members and subsequent generations) which may include attendance at client meetings with the RM.
New Account Openings: Analyzes relevant documents to begin KYC process. Reviews account openings with AO to determine proper administration of account, beneficiaries, tax suits, fee analysis, etc.
Ability to maintain confidentiality and handle client account information with discretion
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

Strong analytical skills with the ability to think strategically as it relates to client needs
Ability to practice good judgment while making sound business decisions
Ability to handle various projects and deadlines and prioritize each task appropriately

Assists with meeting and conference room preparation including scheduling, and ensuring a professional client experience for in-office meetings.
Bachelor's degree or equivalent experience
2-5 years' experience in financial services with client-facing experience preferred
Trust Administration background and knowledge highly preferred
Desire to grow and advance within the field of trust administration and wealth management

Detail-oriented with the ability to multi-task and meet deadlines
Ability to work in a team-oriented environment while balancing the needs of the client
Effective interpersonal skills and relationship building skills
Strong oral and written communication skills
Skilled in Microsoft Word, Excel and PowerPoint
Basic knowledge of A.I. tools, preferrable
Ability to work in our Atlanta, GA office a minimum of four days per week

Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
We expect the annual salary for this position to range between $71,400 - $84,000 depending on level of relevant experience, plus discretionary bonus.

Education & Experience -
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.
We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
We understand that benefits are at the core of employee well-being and may vary depending on individual needs.
Learn more about the wide range of benefits we offer at Franklin Templeton
Ask your recruiter about benefits in your country.
Most benefits vary by location.

Fiduciary Trust International
The Story of Fiduciary Trust International
Learn More: Explore our company's online presence to learn about our culture and what it's like to work at Fiduciary Trust International -

Franklin Templeton is an Equal Opportunity Employer.
In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for.
Please note that only accommodation requests will receive a response.
If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com.

This listing is sourced directly from Franklintempleton's careers page and normalized into a canonical job model.