Client Onboarding Associate

Franklin Templeton

Client Onboarding Associate managing high-touch onboarding processes for clients in financial services. Partnering with teams to ensure efficient account opening and adherence to regulatory compliance.

Posted 6/9/2026full-timeNew York City • Florida, New York • 🇺🇸 United StatesJuniorMid-Level💰 $70,000 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Serve as a primary point of contact for clients throughout the onboarding journey
Build trusted relationships with HNW/UHNW clients through proactive communication
Partner with front office, operations, compliance, and other internal teams to coordinate onboarding activities
Guide clients through onboarding requirements and provide timely updates
Review onboarding documentation for completeness, accuracy, and regulatory readiness
Support process improvement initiatives focused on enhancing onboarding efficiency

Requirements

What you’ll need

Bachelor’s degree or equivalent experience required
3+ years of experience in financial services, client onboarding, client service, relationship management, or related fields preferred
Strong analytical, organizational, and problem-solving skills with exceptional attention to detail
Knowledge of onboarding, KYC/AML processes, trust administration, or wealth management operations preferred
Proficiency in Microsoft Office applications, including Word, Excel, PowerPoint, and SharePoint

Benefits

Comp & perks

Annual discretionary bonus
401(k) plan with a generous match
Range of competitive healthcare options
Insurance and disability benefits
Employee stock investment program
Learning resources and career development programs
Reimbursement for certain education expenses
Paid time off (vacation/holidays/sick/leave/parental & caregiving leave)
Motivational wellbeing program

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

KYCAMLtrust administrationwealth management operationsonboarding processesanalytical skillsorganizational skillsproblem-solving skillsattention to detail

Soft Skills

communicationrelationship managementproactive communicationtrust building