What Will Help You Be Successful in This Role

• Bachelor's degree in business related field
• 3+ years of relevant financial services industry experience
• Prior client service / relationship management experience
• Investment operations and investment accounting knowledge
• Knowledge of retirement and trust accounts

Knowledge, Skills, and Abilities

• Exceptional customer service skills; capable of interacting with HNW individuals
• Excellent verbal and written communication skills with strong attention to detail
• Ability to work well independently and effectively in a hybrid / remote environment; must be able to self-manage time and be available during normal business hours
• Excellent interpersonal skills with the ability to function effectively in a team environment
• Ability to manage high touch clients and special situations
• Ability to manage multiple client accounts and projects with varying priorities and deadlines
• Strong analytical ability
• MS Office proficiency (Word, Outlook, Excel, PowerPoint)
• Ability to handle confidential information
• Ability to develop solutions to a variety of complex problems
• Must be able to make decisions quickly and appropriately, sometimes in the absence of detailed instructions
• Ability to anticipate service level issues and proactively escalate as needed

Compensation Range: 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 $60,000 - $84,000, depending on location and level of relevant experience, plus discretionary bonus.

Learn More: Click below to learn more about Fiduciary Trust –

• Fiduciary Trust International
• The Story of Fiduciary Trust International

#LI-US

#Hybrid

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.