Relationship Associate

Western Asset Management Company

Radnor, United States
Base: $70,000 - $85,000; bonus/equity: annual disc...
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Account administration and wealth projections
Client contact and advisor liaison
Initiate and approve financial transactions
** Fiduciary Trust International is seeking a Relationship Associate for their Radnor, PA office. The role involves supporting Trust Officers and managing client interactions, with opportunities for career growth in investment management and trust services. **

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.
  • Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.

Matching Summary

Match Score: 75

** Fiduciary Trust International is seeking a Relationship Associate for their Radnor, PA office. The role involves supporting Trust Officers and managing client interactions, with opportunities for career growth in investment management and trust services. **

Salary

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

Skills & Requirements

Must-have

  • Account administration and wealth projections
  • Client contact and advisor liaison
  • Initiate and approve financial transactions
  • Review trust documents for compliance
  • Proficient in Microsoft Word, Excel, and PowerPoint

Nice-to-have

  • Team-oriented client balance
  • Maintain client confidentiality
  • Interpersonal and relationship building skills

Key Requirements

  • Bachelor's degree or equivalent experience
  • 2-5 years' financial services experience
  • Client-facing experience preferred
  • Trust Administration background highly preferred

Work Rights

Not specified

Tailored Resume

Cover Letter