Client Representative - Global Shareholder Services

Client Representative

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!

What Is The Global Shareholder Services Group Responsible For?

Financial Professionals and Shareholders are at the center of all that we do as a Franklin Templeton Service Delivery team. 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.

What Is The Client Representative Responsible For?

The Client Representative position is an exciting career opportunity on our Customer Service team. This position offers a rewarding career path in financial services! The Client Representative will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton's clients. In this role, you will have the opportunity to gain experience of the mutual fund industry and the products and services offered by Franklin Templeton in the financial services arena. The Client Representative position offers a robust training program in addition to on-going mentoring and support from your management team and peers.

This position may be filled as a Senior Client Representative or Client Specialist depending on the candidate's experience and qualifications.

What Are The Ongoing Responsibilities Of A Client Representative?

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.

What Ideal Qualifications, Skills & Experience Would Help Someone To Be Successful?

Client Service / Customer Service experience.

Strong verbal and written communication skills.

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

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

Bachelors degree (or equivalent combination of education and experience).

Ability to work a flexible schedule, Monday through Friday (no weekends) between 8 : 30 am 8 : 00 pm ET.

This position is hybrid in Rancho Cordova, CA or St. Petersburg, FL.

This position may be filled as a Senior Client Representative or Client Specialist depending on the candidates experience and qualifications.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetarydesigned 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. For the Client Representative role, we expect the annual salary for this position to range between $40,000.00 - $58,000.00, depending on location and level of relevant experience, plus discretionary bonus.

Experience Our Welcoming Culture And Reach Your Professional And Personal Potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include :

• 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
• Only applicable at certain locations

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.