Client Service Specialist - Canvas Custom Indexing

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O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

OSAM operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‑standing relationships with our clients.

We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

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The Client Service Specialist will be responsible for assisting with the operational set‑up of new accounts and transaction request follow‑up for both the Financial Advisor Services and Institutional businesses. This individual will also assist with the onboarding of new clients. The successful candidate will be considered a key problem‑solving partner for our clients and our sales team. The need for this hire is driven by the growth with our Canvas offering.

Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators.

• Ability to effectively problem solve in a timely manner.
• Must maintain a strong working relationship with both internal and external clients.
• Superior work ethic.
• Comfortable working in a fast‑paced environment.
• Ability to manage multiple tasks effectively.
• Must have the ability to be pleasantly persistent when needed.
• Self‑starter.
• Strong time management and organizational skills.
• Team player.
• Intellectual curiosity.
• Strong interpersonal, as well as strong written and verbal communication skills.

• Bachelor’s Degree.
• 3-5 years of relevant work experience in a similar role.
• Previous experience working in financial services and/or an asset management firm required.

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. We expect the salary for this position to range between USD $95,000 – $112,000.

Mid‑Senior level.

Full‑time.

Other.

Financial Services and Investment Management.

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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.

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