Client Onboarding Associate

What You Will Do

• 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 and UHNW clients through proactive communication and attention to detail.
• Partner with front office, operations, and compliance to coordinate onboarding activities and support complex account structures.
• Cook up KYC/AML reviews and screenings.
• Coordinate process improvement initiatives focused on enhancing onboarding efficiency, operational effectiveness, and client experience.
• Maintain confidentiality of sensitive client information.

What Helps You Be Successful

• Bachelor’s degree or equivalent experience required
• 3+ years of experience in financial services, client onboarding, client service, relationship management, or related area
• 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 (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

What You Bring

• Bachelor’s degree or equivalent experience required
• 3+ years of experience in financial services, client onboarding, client service, relationship management, or related area
• 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 (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.

Benefits

• Comprehensive benefits package including healthcare options, insurance, and disability benefits
• Employee stock investment program
• Learning resources and career development programs
• Reimbursement for certain education expenses
• Paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays)
• Motivational wellbeing program

About the Company

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.