Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer a dynamic and collaborative approach to managing wealth for high-net-worth and ultra high-net-worth individuals and families, family offices, endowments, foundations, and institutions. Unlike other firms, our investment managers, tax and estate planning professionals work together to develop holistic strategies to optimize clients’ portfolios while mitigating the impact of taxes on their wealth. As a fiduciary, the guidance we provide is always in the best interests of our clients, without conflict or competing benefits. We offer boutique customization and deep expertise in specialized investment, tax and planning strategies alongside sophisticated technology and custody platforms.

Fiduciary Trust International is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

Athena Capital Advisors, now operating as Fiduciary Trust International, is hiring a seasoned Client Service Associate (CSA) in the greater Boston Area. We are a specialized wealth management firm (RIA firm) serving UHNW investors, and we build diversified portfolios through an endowment style of investing, impact investing, outsourced chief investment officer (OCIO) services and family office support services. In 2020, Athena Capital Advisors merged with Fiduciary Trust International, a division of Franklin Templeton.

Position Summary: If you are client-focused, have experience working within the financial services industry, and want a career in client relationship management, this is for you!

Our team in Lincoln, MA located approximately 20 minutes outside of Boston, is hiring an experienced Client Service Associate (CSA) to join the Relationship Management team. The CSA has a broad range of responsibilities overseeing the operational and administrative aspects for a group of client relationships. This is an excellent position for anyone looking to work within relationship management and service ultra-high net worth (UHNW) clients. This is a hybrid position with two days each week in the office.

Key Responsibilities:

• Managing client accounts for UHNW clients and families, including multi-generational family accounts. Accounts may also include foundations, endowments and family offices

• Regular interaction with a highly sophisticated client base

• Working on a three-person client relationship management team, including a Portfolio Manager, you will ensure a high level of client relationship management and client follow up

• Movement of client money, processing wire transfers, and onboarding new clients into our organization

• Alternative investment administration

• Active participation in client meetings

• Client interaction and ad hoc requests

Ideal Qualifications:

• Bachelor's Degree

• 5+ years’ professional work experience in a client facing role essential

• Financial Services industry experience required, preferably in the high-net-worth (HNW) space, private wealth management, a family office, or with a registered investment advisor (RIA)

• A team player with effective time management skills and the ability to multi-task

• Ability to work independently with minimal guidance, as well as work effectively with other departments

• Strong organizational skills and excellent attention to detail

• Superior communication skills with demonstrated experience communicating to a sophisticated client base

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the base salary for this position to range between $85,000 and $115,00.

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