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, 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 & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the base salary for this position to range between $70,000 - $85,000 , depending on location and 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 accommodations@franklintempleton.com. 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.