Sr. Client Service Specialist Canvas Custom Indexing

O'Shaughnessy Asset Management

Job Location:

Stamford, CT - USA

Monthly Salary: $ 125000 - 140000

Posted on: 14 hours ago

Vacancies: 1 Vacancy

Job Summary

OShaughnessy 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 youll get exposed to different cultures people and business development happening around the world.

OShaughnessy Asset Management (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 longstanding 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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What is the Sr. Client Service Specialist responsible for

The Sr. Client Service Specialist will be responsible for managing a team of operational onboarding specialists who are responsible for the operational set-up of new accounts account transition analysis and transaction request follow-up primarily for the Retail and Financial Advisor Services. This individual will also have oversight of relationship management for smaller this capacity the successful candidate or a member of their team will be the key contact for these relationships and a resource for ad-hoc client requests. 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 in the Retail space. Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. This is an exciting opportunity to build a team and fill a key role in the organization.

What are the ongoing responsibilities of a Sr. Client Service Specialist

Develop operational expertise and maintain ongoing best-practice documentation.
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.
Excellent people manager.
Must have the ability to be pleasantly persistent when needed.
Selfstarter.
Strong time management and organizational skills.
Must be comfortable working as a player-coach.
Intellectual curiosity.
Strong interpersonal as well as strong written and verbal communication skills.
Escalation contact for issue resolution.

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

Bachelors Degree
6 years of relevant work experience in a similar role.
Previous experience working in financial services and/or an asset management firm required.
Experience working for a direct indexing provider in a client service or operational capacity a plus.
Proven team management/leadership experience.

Along with base compensation other compensation is offered such as a discretionary bonus 401k plan health insurance and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location job-related knowledge skills and experience. At Franklin Templeton we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $125000 $140000.

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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 theres 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 lifes adventures taking care of your family members or making a positive impact in your community we aim to have them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.

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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Required Experience:

Senior IC