Client Representative - Global Shareholder Services

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 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 (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 candidate's experience and qualifications.

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.

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.

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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…