Client Onboarding Associate

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 youll get exposed to different cultures people and business development happening around the world.

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.

• 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.

• Bachelors 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 rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $70000 - $85000 depending on location and level of relevant experience plus discretionary bonus.

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