Client Onboarding Associate
About The Position
Fiduciary Trust International is hiring a Client Onboarding Associate to join our Client Services team in either Saint Petersburg, FL or New York, NY. The Client Onboarding Associate plays a critical role in delivering a seamless and high-touch onboarding experience for new and existing clients. The Associate partners closely with clients and internal stakeholders to coordinate account opening activities, provide proactive communication, and ensure an efficient onboarding process from initiation through account activation. Ideal candidates are client-focused, detail-oriented, and committed to delivering exceptional service while supporting operational excellence and regulatory compliance.
Requirements
- Bachelor’s degree or equivalent experience required
- 3+ years of experience in financial services, client onboarding, client service, relationship management, or related fields preferred
- Strong client service, communication, and relationship management skills, with the ability to build trust and credibility with sophisticated clients
- Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
- Ability to manage multiple priorities in a fast-paced environment while maintaining accuracy, professionalism, and a high level of client service
- Knowledge of onboarding, KYC/AML processes, trust administration, or wealth management operations preferred
- Strong aptitude for technology and proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and SharePoint
- Self-motivated team player with the ability to work independently, navigate ambiguity, and adapt to evolving priorities
- Demonstrated sense of ownership, accountability, and commitment to delivering exceptional client experience
Responsibilities
- Serve as a primary point of contact for clients throughout the onboarding journey, delivering an exceptional client experience from account initiation through activation.
- Build trusted relationships with HNW/UHNW clients through proactive communication, responsiveness, and attention to detail.
- Partner with front office, operations, compliance, and other internal teams to coordinate onboarding activities and support complex account structures and client needs.
- Guide clients through onboarding requirements, answer questions, and provide timely updates on account opening progress and key milestones.
- Review onboarding documentation for completeness, accuracy, and regulatory readiness while ensuring an efficient and client-friendly onboarding experience.
- Proactively identify, escalate, and resolve onboarding issues to minimize delays and support timely account activation.
- Coordinate KYC/AML reviews and screenings in accordance with firm policies and regulatory requirements.
- Support process improvement initiatives focused on enhancing onboarding efficiency, operational effectiveness, and the overall client experience.
- Maintain confidentiality of sensitive client information and ensure adherence to firm policies and procedures.
Benefits
- annual discretionary bonus
- 401(k) plan with a generous match
- recognition rewards
- comprehensive benefits package
- competitive healthcare options
- insurance
- 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)
- motivational wellbeing program
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
