Relationship Associate (Wealth Management)
About The Position
Fiduciary Trust International is seeking a Relationship Associate to join their Atlanta office, with support also provided to the Washington, D.C. team. This is a hybrid role requiring four days in the office. The Relationship Associate will collaborate with client-facing professionals such as Trust Officers, Relationship Managers, Portfolio Managers, Trust Counsel, Wealth Directors, and a Regional Managing Director to serve the investment and wealth planning needs of high-net-worth (HNW) clients. A key aspect of the role is ensuring a seamless and optimal client experience through effective teamwork, independent decision-making, and task prioritization. The position involves daily client interaction, including follow-up on matters and key deliverables. Additionally, the role will support basic administrative needs of the office and assist the Regional Managing Director with local team and market initiatives. As the associate gains experience, they will take on increased responsibility in client relationships and business facets.
Requirements
- Bachelor’s degree or equivalent experience
- 2-5 years’ experience in financial services with client-facing experience preferred
- Detail-oriented with the ability to multi-task and meet deadlines
- Ability to work in a team-oriented environment while balancing the needs of the client
- Effective interpersonal skills and relationship building skills
- Ability to maintain confidentiality and handle client account information with discretion
- Strong oral and written communication skills
- Skilled in Microsoft Word, Excel and PowerPoint
- Ability to work in our Atlanta, GA office a minimum of four days per week
- Strong analytical skills with the ability to think strategically as it relates to client needs
- Self-starter with strong problem-solving skills
- Ability to practice good judgment while making sound business decisions
- Ability to handle various projects and deadlines and prioritize each task appropriately
Nice To Haves
- Trust Administration background and knowledge highly preferred
- Desire to grow and advance within the field of trust administration and wealth management
- Basic knowledge of A.I. tools, preferrable
Responsibilities
- Works closely with teammates serving the needs of HNW family relationships, including, but not limited to account administration, preparing personal balance sheets and wealth projections, preparation of cash flows, fee reviews, and preparation of PowerPoint presentations for client meetings.
- Works closely with relationship teammates (particularly the Client Lead) to establish and maintain a seamless and optimal client experience.
- Acts as a key point of contact for client and other third party advisors who advise the client such as accountants and attorneys.
- Reviews daily overdraft report to determine how to remedy income overdrafts.
- Coordinates with the PM in order to raise cash to cure principal overdrafts.
- Initiates wire transfers, discretionary principal payments, currency transactions, bill paying, gifts, and contributions.
- Partners with RM to understand client goals (including extended family members and subsequent generations) which may include attendance at client meetings with the RM.
- Analyzes relevant documents to begin KYC process for New Account Openings.
- Reviews account openings with AO to determine proper administration of account, beneficiaries, tax suits, fee analysis, etc.
- Assists with meeting and conference room preparation including scheduling, and ensuring a professional client experience for in-office meetings.
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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
