Relationship Associate

Coordinate all aspects of trust terminations and account closing in coordination with our Trust Counsel, Investment Officer and Tax Department. Partner and collaborate with the Relationship Managers, Portfolio Managers and Trust Officers to understand and identify client goals and objectives, both short-term and long-term. Interact with clients (or prospects) and independently manage all follow-up and/or ongoing deliverables. Coordinate all aspects of trust terminations and account closing in coordination with our Trust Counsel, Investment Officer and Tax Department. Review overdraft report to determine how to cure income overdrafts. Coordinate with PM to raise cash to cure principal overdrafts. Perform analysis of trust income to determine whether 65 Day Rule should be elected. Coordinate same with co-trustee if necessary, and ensure proper remittances.

According to JobzMall, the average salary range for a Relationship Associate in 280 Park Ave, New York, NY 10017, USA is $57,590 - $75,086. This range depends on experience, education, skills, and other factors.

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.