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Relationship Associate (Wealth Management)

Franklin Templeton Investments -
Atlanta, GA

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Job Details

Full-time
$71,400 - $84,000 a year

Benefits

Caregiver leave
Paid holidays
Paid time off
Parental leave
401(k) matching

Qualifications

Employee relationship building

Full Job Description

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.

Relationship Associate

Fiduciary Trust International is hiring a Relationship Associate to join our Atlanta office which also provides support to our Washington, D.C. team. This is a hybrid role with four days in the office.

The Relationship Associate works with client facing teammates such as Trust Officers, Relationship Managers, Portfolio Managers, Trust Counsel, Wealth Directors, and a Regional Managing Director in serving the investment and wealth planning needs of our high-net-worth (HNW) clients. Ensuring a seamless and optimal client experience is a critical element of the role which is achieved through effective collaboration with teammates as well as peers and involves independent decision making and prioritization of tasks. The role requires daily interaction with clients including follow-up matters and key deliverables. The position would also support basic administrative needs of the office and work closely with the Regional Managing Director on local team and market initiatives. As experience is gained, the position would take on greater responsibility in all client relationships and facets of the business.

Key Responsibilities

Works closely with teammates serving the needs of HNW family relationships, including, but not limited to account administration, preparing personal balance sheets and wealth projections, preparation of cash flows, fee reviews, and preparation of PowerPoint presentations for client meetings.
Works closely with relationship teammates (particularly the Client Lead) to establish and maintain a seamless and optimal client experience. Acts as a key point of contact for client and other third party advisors who advise the client such as accountants and attorneys.
Reviews daily overdraft report to determine how to remedy income overdrafts. Coordinates with the PM in order to raise cash to cure principal overdrafts.
Initiates wire transfers, discretionary principal payments, currency transactions, bill paying, gifts, and contributions.
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.
Assists with meeting and conference room preparation including scheduling, and ensuring a professional client experience for in-office meetings.

Ideal Qualifications

Education & Experience -

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

Knowledge, Skills, & Abilities:

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
Ability to maintain confidentiality and handle client account information with discretion
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

Problem Solving & Decision Making:

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

Learn More: Explore our company’s online presence to learn about our culture and what it’s like to work at Fiduciary Trust International –

Fiduciary Trust International
The Story of Fiduciary Trust International

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 & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $71,400 - $84,000 depending on level of relevant experience, plus discretionary bonus.

#LI-US

#Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

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. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

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 [email protected]. 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. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

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