About this role
Client Onboarding Associate at Franklin Templeton. Location: New York or St. Petersburg. Role: serving clients, coordinating onboarding, conducting KYC Requirements: Bachelor's degree or equivalent, 3+ years financial services or client onboarding experience, strong client service and analytical skills, KYC/AML knowledge preferred, proficiency with Microsoft Office and technology. Category: Business Operations Seniority: Mid Level Tools: Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft SharePoint Commitment: Full Time Workplace: Hybrid Languages: English