About the job

Athena Capital Advisors, now operating asFiduciary 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 services (OCIO) and family office support services. In 2020, Athena Capital Advisors merged with Fiduciary Trust International, a division of Franklin Templeton.

Position Overview: If you are client-focused, have experience working in financial services (preferably with a RIA or private client group), and you want a career in client relationship management, this is for you! Our team in Lincoln, MA 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 provide exemplary service to ultra-high net worth (UHNW) clients. This is a hybrid position with two days each week in the office.

What are the ongoing responsibilities of a Client Service Associate?

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

What ideal qualifications, skills and experience would help someone to be successful?

Bachelor's Degree required
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
Ability to work out of our Lincoln, MA office one to two days per week

Compensation: Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and 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) and a motivational wellbeing program. We expect the base salary for this position to range between $85K - $110K, depending on level of relevant experience, plus discretionary bonus.

Learn More: Click below links to learn more about Fiduciary Trust International –

Fiduciary Trust InternationalLinkedIn Company Page
The Story of Fiduciary Trust International

Key words: Client Service Associate, CSA, Registered Investment Advisor, RIA, Private Client Group, Private Wealth Management, High Net Worth, Ultra High Net Worth, HNW, Relationship Management, Relationship Manager.

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Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.

Click here to learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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. If you believe that you need an accommodation or adjustment, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com.

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Client Service Associate (Wealth Management – Ultra High Net Worth)