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 Client Representative responsible for

The Client Representative position is an exciting career opportunity on our Financial Advisor Services Team (FAST). 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 Templetons top advisors. 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 weekly 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 candidates 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
• Bachelors degree (or equivalent combination of education and experience).
• Ability to work a flexible schedule Monday through Friday (No Weekends) between 8:00 am 8:00 pm ET
• Role may be hybrid or remote depending on location

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. For the Client Representative role we expect the annual salary for this position to range between $35000.00 - $45000.00 depending on location and level of relevant experience plus discretionary bonus.

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