Relationship Associate (Wealth Management)

About the role

Fiduciary Trust International is hiring a Relationship Associate to join our Atlanta office. The role is hybrid, with four days in the office per week. The Associate works with client-facing teammates to serve the investment and wealth planning needs of high-net-worth (HNW) clients.

Responsibilities

• Works closely with teammates to serve the needs of HNW family relationships, including 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 to raise cash to cure principal overdrafts.
• Initiates wire transfers, discretionary principal payments, currency transactions, bill paying, gifts, and contributions.
• Promotes new account openings by analyzing relevant documents to begin the KYC process, reviewing account openings with the AO, determining proper administration of accounts, beneficiaries, tax suits, fee analysis, etc.
• Aids in meeting and conference room preparation, including scheduling, and ensuring a professional client experience for in-office meetings.

Requirements

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

Qualifications

• Detail-oriented with the ability to multi-task and meet deadlines
• 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 AI tools, preferred

Skills & Abilities

• Works in a team-oriented environment while balancing the needs of the client
• Problem-solving skills and decision-making abilities
• Strategic thinking as it relates to client needs
• Self-starter with strong problem-solving skills
• Good judgment while making sound business decisions
• Prioritizes each task appropriately

Benefits

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.

Learn More

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