Relationship Associate - Custody

Franklin Templeton•St. Petersburg, FL

2d•Hybrid

About The Position

Fiduciary Trust International is hiring a Relationship Associate - Custody to join our Saint Petersburg, FL office. The Associate partners with the Custody Relationship Managers to provide custody services for large and complex High Net Worth (HNW) individual, institutional, Registered Investment Advisor and family office client relationships. The Associate serves as the primary contact with clients and external advisors and acts as liaison between the client/advisor, Relationship Manager and operations, coordinating the processing of all requests, ensuring adherence to regulatory compliance.

Requirements

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
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

Responsibilities

Serve as primary point of contact on assigned group of custody relationships, including monitoring and reviewing account activities involving cash transactions, foreign exchanges, overdraft, and failed trade resolution
Cash Management for client requests (wires, ACH, checks, inter/intra account transfers)
Process instructions to transfer, review, and validate client instructions for authenticity
Process client trade instructions on various security types
Monitor and review account activities involving global and domestic cash transactions; process foreign exchanges
Work with internal groups on confirmation/affirmation trades and trade fail resolution.
Execute activities related to client account openings, account closings and account maintenance; assist with client onboarding
Process gifts and contributions
Execute daily account administration activities, process clients’ instructions and follow through with involved departments
Responsible for completeness and integrity of client data on custody/trust accounting system
Participate in client meetings/calls as needed; assist clients with questions regarding online access
Daily review of prior day work, investigating variances, and following up with required parties
Collaborate with Relationship Manager to understand client satisfaction levels, changes in clients’ business needs and future use of Fiduciary products and services
Participate in department projects

Benefits

annual discretionary bonus
401(k) plan with a generous match
recognition rewards
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