Relationship Associate

Fiduciary Trust International

Radnor, PA, United States
Base: $70,000 - $85,000; bonus/equity: annual disc...
Hybrid
Account administration
Client contact
Wire transfers
The Associate will provide daily support to our internal Trust Officers and interact with clients on a regular basis, managing ongoing client deliverables

Job Summary

  • The Associate will provide daily support to our internal Trust Officers and interact with clients on a regular basis, managing ongoing client deliverables.
  • Associates have an opportunity to gain knowledge and experience related to investment management, trust and estate services, and client service.
  • 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.

Matching Summary

The Associate will provide daily support to our internal Trust Officers and interact with clients on a regular basis, managing ongoing client deliverables.

Salary

Base: $70,000 - $85,000; Bonus/Equity: Annual discretionary bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Account Administration
  • Client Contact
  • Wire Transfers
  • Trust Documents Review
  • New Account Openings

Nice-to-have

  • Team-oriented environment
  • Interpersonal skills
  • Relationship building skills
  • Maintain confidentiality
  • Handle client information with discretion

Key Requirements

  • 2-5 years' experience
  • Financial services experience
  • Client-facing experience preferred
  • Bachelor's degree or equivalent experience

Work Rights

Not specified

Tailored Resume

Cover Letter