At Franklin Templeton were 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 thats 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!

What is the Global Shareholder Services group responsible for

Financial Professionals are at the center of all that we do as a 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 Supervisor responsible for

The Supervisor plays a key leadership role overseeing the day-to-day operations of our Financial Advisor Services Team (FAST) ensuring accuracy compliance and exceptional service delivery for our financial professionals. We are seeking a detail-oriented organized and driven professional who is passionate about team leadership and fostering a collaborative work environment.

What are the ongoing responsibilities of a Supervisor

• Supervise a team of client representatives providing guidance mentorship and ongoing training to ensure optimal team performance.
• Ensure compliance with all regulatory policies industry standards and internal operating procedures within the transfer agent environment.
• Conduct call monitoring to identify gaps and/or issues and implement corrective actions as needed.
• Act as the primary escalation point for complex client inquiries and operational issues providing clear resolution and maintaining high standards of client satisfaction.
• Coordinate with other departments such as compliance legal and IT to streamline workflow and support organizational objectives.
• Monitor daily call volume assign tasks and set priorities to meet daily call service level agreements and department goals.
• Generate analyze and present operational reports and metrics to senior management.
• Participate in recruiting hiring and onboarding of new staff within the FAST.
• Facilitate regular team meetings distribute updates on policy changes and foster open communication within the group.
• Identify opportunities for process improvement and implement best practices to drive operational efficiency.
• Stay current on industry trends changes in relevant regulations and emerging technologies.

What ideal qualifications skills & experience would help someone to be successful

• Bachelors degree in finance business administration or a related field (or equivalent combination of education and experience).
• Minimum of 3 - 5 years of experience in transfer agency mutual fund operations or a similar financial services environment.
• At least 1 year of supervisory or team leadership experience is preferred.
• Comprehensive knowledge of transfer agency operations industry regulations (such as SEC FINRA or equivalent) and best practices.
• Strong analytical organizational and problem-solving skills with keen attention to detail.
• Excellent verbal and written communication skills including the ability to interact effectively with clients team members and senior management.
• Proficiency with transfer agency systems and Microsoft Office Suite (Excel Word PowerPoint Outlook).
• Ability to manage multiple priorities in a fast-paced deadline-driven environment.
• Demonstrated commitment to upholding confidentiality ethical standards and regulatory compliance at all times.
• A customer-centric mindset with a focus on delivering outstanding service to both internal and external stakeholders.
• Ability to work hybrid schedule in Rancho Cordova CA St. Petersburg FL or Boston MA.

Franklin Templeton offers employees a competitive and valuable range of total rewardsmonetary and non-monetary designed to supporttheir well-being and recognize their time talents and results. Along with base compensation employees are eligible for an annual discretionary bonus a401(k) plan with a generous match and recognition rewards. We also offer a comprehensive benefits package which includes a range of competitive healthcare optionsinsurance and disability benefits employee stock investment program learning resources career development programs reimbursement forcertain educationexpenses 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 $72000.00 - $93000.00 depending on location and level of relevant experience plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential!