Relationship Associate, Net Relationship Associate, Net …

Franklin Resources Incorporated
in Saint Petersburg, FL, United States
Permanent, Full time
Be the first to apply
Franklin Resources Incorporated
in Saint Petersburg, FL, United States
Permanent, Full time
Be the first to apply
Relationship Associate, Net
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Job Description - Custody Relationship Associate - High Net Worth (833076) Job Description Custody Relationship Associate - High Net Worth - 833076

At Franklin Templeton, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What are the ongoing responsibilities of the Relationship Associate – Custody Administration?

The Relationship Associate’s primary responsibility is to support Custody Administration for High Net Worth clients. The Relationship Associate will provide exemplary client service and will provide support to clients and the Relationship Manager(s) for an assigned group of accounts; serve as the primary contact with clients and act as liaison between the client, Relationship Manager(s) and Operations.

  • Serve as primary point of contact on assigned group of custody relationships which include monitoring and reviewing account activities involving Domestic Cash transactions, foreign exchanges, overdraft and failed trade resolution.
  • Cash Management for client requests (Fed Wires, ACH, checks, inter/intra account transfers, foreign currency transactions)
  • Manage multiple client accounts and projects with varying priorities and deadlines
  • Analyze and resolve complex inquires and processes
  • Coordinate transfer of assets and physical deliveries
  • Process client requests and validate instructions for authenticity
  • Process client trade instructions on various security types
  • Monitor and review account activities involving global and domestic cash transactions
  • Research and resolve domestic and foreign trade settlement issues
  • Participate in client meetings/conference calls as needed
  • Process gifts and contributions
  • Execute activities related to client account openings, account closings and account maintenance

What qualifications would help someone be successful?

  • Undergraduate degree in a business-related field preferred
  • 5+ years of relevant investment industry experience
  • Prior client service / relationship management experience
  • Thrive in a fast-paced team environment that can be ambiguous and requires flexibility
  • Retirement Services and/or Trust knowledge
  • Knowledge of business desktop applications (i.e. Microsoft Word, Excel, PowerPoint, Access, Visio, etc.) required
  • Excellent verbal and written communication skills
  • Strong attention to detail
  • Ability to manage challenging external clients and special situations
What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include:
  • Three weeks paid time off the first year
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center*
  • Onsite cafeteria*
*Only applicable at certain locations We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and . An emphasis on corporate citizenship is embedded in our , and is an important element of how we achieve success. We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, , and see what it means to say, “I AM Franklin Templeton”. Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at to learn more about our company and our career opportunities. #US-LI #ENTRY_LEVEL Job Function : Customer Service and Operations Primary Location : United States-Florida-St. Petersburg Schedule : Full-time Job Posting Date : May 22, 2020, 3:02:05 PM

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