Private Client Services Associate - Wealth Management
Private Client Services Associate - Wealth Management
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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 highnetworth and ultra highnetworth individuals and families family offices endowments foundations and institutions. Unlike other firms 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 always 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 diversified 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 youll get exposed to different cultures people and business development happening around the world.
Fiduciary Trust Canada and its predecessors have been successfully providing customized wealth management solutions to affluent Canadians for over 35 years. We are investment counselors and estate planning experts who help clients preserve grow and transfer their wealth. A trusted and proven private wealth boutique backed by the global strength and expertise of a global investment leader Franklin Templeton Investments.
Position Summary:
An exciting opportunity is available to join our Client Engagement team which is
responsible for delivering services to our private wealth clients across Canada. As part of our clientcentric strategy within Canada Distribution you will collaborate closely with the client service teams to deliver worldclass service and ensure an exceptional client experience. You will partner with marketing global distribution support & operational functions investment & product teams and related third parties to deliver highquality service bringing client knowledge and insight to all support activities. A focus on efficiencies is essential; you will be tasked with introducing new and innovative ideas to enhance current processes and improve how we service clients.
The Private Client Services Associate (PCSA) is clientfocused and responsible for delivering highquality service to Private Wealth clients (highnetworth individuals). PCSAs are responsible for the daytoday administration of client relationships for private wealth clients in Canada. Ideal candidates will be located in Calgary Alberta but may consider candidates based in Toronto as well.
What are the ongoing responsibilities of a Private Client Service Associate
Client Service: Assist with a variety of tasks including requests for proposals account opening coordinating client meetings proactive service activities preparing meeting material responding to client inquiries process documents and correspondence.
Manage and respond to requests from clients working with internal partners to ensure clients expectations are met and responses are handled professionally and efficiently
Support a team including the Associate Portfolio Managers and Portfolio Managers with a variety of daily tasks special initiatives and projects.
Provide insights to the distribution team to improve the client experience and develop process efficiencies.
Trade/Account Management: Responsibilities include account setup fee and performance reporting trade submissions coordinate/track compliance and audit requirements.
Sales Support: Coordinate sales meetings preparing presentations and sales materials.
What ideal qualifications skills & experience would help someone to be successful
University or College degree or equivalent relevant financial services experience
26 years of financial services experiences (e.g. in the mutual fund banking wealth management or securities industry)
Canadian Securities Course preferred (CSC)
Bilingual (English / French); ability to speak French preferred
A sales and marketing mindset with the ability to identify client needs and position solutions that address those needs
Strong interpersonal verbal and written communication skills
Ability to work independently and within a team environment
Strong multitasker who can respond rapidly and effectively to requests
Positive and proactive approach with the ability to maintain confidentiality
Ability to work in our Calgary Alberta office or our Toronto office two to three days per week (hybrid work schedule)
#LICanada
#Hybrid
#ASSOCIATE
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests lifestyle or background theres 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 wellbeing and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee wellbeing and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health saving for lifes 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 existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions please send an email to . In your email please include the accommodation or adjustment you are requesting the job title and the job number 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.
Required Experience:
IC
Employment Type
Full-Time
