Client Representative - Global Shareholder Services
About The Position
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the Department Franklin Templeton’s Service Delivery team supports Financial Professionals and Shareholders by focusing on simplicity, innovation, and continuous improvement. The department leverages talent and industry partnerships to deliver exceptional service. Team members collaborate in a dynamic environment, gaining valuable experience and growth opportunities.
Requirements
- Customer service experience
- Bachelor’s degree or equivalent education and experience.
- Understanding of financial services or a genuine interest in learning about the investment management industry.
- Strong written and verbal communication skills.
- Attention to detail, ability to multi-task, and prioritize.
- Proficient with computers and ability to learn new systems quickly.
Responsibilities
- Deliver professional, confidential client interactions
- Provide world-class service using strong product and process knowledge
- Ensure compliance and complete financial and non-financial transactions accurately
- Participate in training programs and weekly mentoring sessions
Benefits
- 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.
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center
- Onsite cafeteria
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
