Client Onboarding Specialist

1 day ago

St Petersburg, United States Franklin Templeton Full time
Job Title: Client Onboarding Specialist

Fiduciary Trust International is a leading investment and wealth management firm dedicated 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 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, you'll get exposed to different cultures, people, and business development happening around the world.

We are hiring a Client Onboarding Specialist to work in our St. Petersburg office on a hybrid basis (1-2 days per week).

Key Responsibilities:
  • Successful client onboarding, opening new accounts for existing clients, and closing terminated relationships.
  • Initiation, processing, and coordination of all account opening processes required to enable transactions for investment and client-facing professionals.
  • Partnership with various operations teams for the client onboarding process and special projects to continuously improve the process.
Requirements:
  • Bachelor's degree or equivalent experience required.
  • 1-5 years of experience in the financial services industry required.
  • Experience with client onboarding or KYC and AML experience highly preferred.
  • Strong written and verbal communication skills with an ability to work efficiently and accurately in a fast-paced, multi-tasking environment.
  • Strong aptitude to understand, utilize, and improve technology platforms.
  • Highly motivated and self-directed with the ability to work independently or within a group to effectively solve problems and drive results.
  • Prior experience working with senior-level professionals.
  • Ability to maintain confidentiality and handle client account information.
  • Trust Administration background and knowledge or ability to review and interpret trust language a plus.
  • Strong analytical skills with the ability to think strategically and continually improve processes.
  • Strong skills in MS Word, Excel, PowerPoint, and SharePoint.
What We Offer:

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.

There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience.

At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.

We expect the base salary for this position to range between $48K - $57K.

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