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Client Representative - Global Shareholder Services
Client Representative - Global Shareholder ServicesFranklin Resources • Anaheim, CA, US
Client Representative - Global Shareholder Services

Client Representative - Global Shareholder Services

Franklin Resources • Anaheim, CA, US
4 days ago
Job type
  • Full-time
Job description

Join Us At Franklin Templeton

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

The Global Shareholder Services team delivers essential support to Franklin Templeton's clients and advisors. Client Representatives within our in-bound Call Center focus on service excellence, continuous improvement, and innovation. Team members collaborate in a dynamic environment, leveraging industry-leading tools and each other's strengths. Joining our group means gaining valuable experience, ongoing training, and the chance to contribute to a high-performing, award-winning team.

Core Responsibilities

You will maintain professionalism and confidentiality.

You will deliver exceptional service to clients and advisors.

You will use product knowledge to process financial and non-financial transactions accurately.

You will follow legal and company procedures.

You will participate in training and mentoring sessions.

You will support a positive team culture.

Experience, Education & Certifications

Experience in client or customer service.

Bachelor's degree or equivalent experience.

Strong computer and internet navigation skills.

Willingness to learn new systems.

Excellent communication skills.

Attention to detail.

Ability to prioritize and multitask.

Work Schedule & Location

Standard hours : MondayFriday, 8am5pm ET during training.

Flexible remote schedule available after training (MondayFriday, 8am8pm ET).

No weekends required.

Tentative start date : December 22, 2025.

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. We expect the annual salary for this position to range between $40,000.00 - $44,000.00, 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.

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