Investor Services Associate

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

Clients are at the center of all that we do as an Operations team. As a service organization, we strive for simplicity, seek continuous improvement, and embrace innovation. Our contemporary model maximizes the talent of our people while leveraging capabilities offered by our industry-leading partners.

The Investor Services Associate (ISA) position is an exciting career opportunity in our Client Solutions Center (CSC). This position offers a rewarding career path in financial services! The ISA will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton’s shareholders and advisors. In this role, you will have the opportunity to gain experience about the mutual fund industry and the products and services offered by Franklin Templeton in the financial services arena, while being part of a DALBAR Award-winning team. The ISA position offers a robust training program in addition to on-going weekly mentoring and support from your management team and peers.

Demonstrate a high level of professionalism and confidentiality.

Provide world class service on all client interactions while applying strong knowledge of our products, procedures and services.

Adhere to legal requirements and utilize product knowledge to facilitate financial and non-financial transactions in a complete and accurate manner.

Actively participate in new hire training and on-going training as deemed necessary, as well as weekly mentoring sessions with your management team

Client Service / Customer Service experience preferred.

Strong verbal and written communication skills.

Ability to work a remote flexible schedule, Monday through Friday (No Weekends) between 8 : 00 am –8 : 00 pm ET. Franklin Templeton’s standard work week is 37.5 hours.

Exceptional attention to detail and ability multi-task and prioritize responsibilities.

Proficient computer skills, internet / intranet navigation abilities and the eagerness to learn new skills and software systems.

Bachelor's degree preferred, not required.

The start date for this new hire class will be April 22, 2024.

Work hours will be Monday - Friday, 8am - 5pm ET during training period

LI-Remote