The Relationship Associate partners with the firm’s Client Service Team in managing the wealth and financial needs of our High-Net-Worth (HNW) clients
Job Summary
The Relationship Associate partners with the firm’s Client Service Team in managing the wealth and financial needs of our High-Net-Worth (HNW) clients.
You will work with our Trust Officers and Relationship Managers on High Net Worth family relationships, including account administration, preparing wealth projections, preparation of cash flows, fee reviews, and preparation of PowerPoint presentations for client meetings.
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 Relationship Associate partners with the firm’s Client Service Team in managing the wealth and financial needs of our High-Net-Worth (HNW) clients.
Salary
Base: $75,000 - $85,000; Bonus/Equity: Annual discretionary bonus; Benefits: Comprehensive benefits package including healthcare, insurance, 401(k) match, etc.
Skills & Requirements
Must-have
Client Service Team partnership
High-Net-Worth client interaction
Account administration
Trust document review
KYC process initiation
Financial services experience
Nice-to-have
Trust Administration background
SEI or other accounting software experience
Basic knowledge of competitors
Key Requirements
Bachelor's degree
2–5 years’ experience in financial services
Client-facing experience preferred
Ability to work from our One Madison Avenue office a minimum of three days per week