Institutional Sales & Service Associate

Legg Mason

Multiple Locations
Base: $64,000 - $68,000; bonus/equity: discretiona...
Hybrid (3-4 days in office)
Deliver consistent high-quality service
Respond to client inquiries promptly
Resolve issues by partnering with internal teams
Franklin Templeton is seeking an Institutional Sales & Service Associate to enhance client relations and support asset retention within the financial services sector. The role requires a strong background in client service, operational efficiency, and collaboration with sales teams, along with a hybrid work schedule of 3-4 days in the office

Job Summary

  • The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution (SRD) channels throughout the full client lifecycle.
  • You will deliver consistent, high-quality service to institutional clients.
  • 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.

Matching Summary

Match Score: 85

Franklin Templeton is seeking an Institutional Sales & Service Associate to enhance client relations and support asset retention within the financial services sector. The role requires a strong background in client service, operational efficiency, and collaboration with sales teams, along with a hybrid work schedule of 3-4 days in the office.

Salary

Base: $64,000 - $68,000; Bonus/Equity: discretionary bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • deliver consistent high-quality service
  • respond to client inquiries promptly
  • resolve issues by partnering with internal teams
  • maintain strong client relationships
  • support asset retention
  • manage client deliverables and presentation materials
  • coordinate requests for proposals (RFPs) and due diligence questionnaires (DDQs)
  • maintain accurate client records in CRM systems
  • support compliance reviews and regulatory requirements
  • Proficiency with Microsoft PowerPoint, Excel, and Word

Nice-to-have

  • sales/marketing mindset
  • ability to identify client needs
  • strong multi-tasker
  • ability to organize and prioritize workflow
  • French fluency is a plus

Key Requirements

  • University degree or equivalent relevant financial services industry experience
  • 5 years’ experience in the fund manager, bank, or securities industry
  • Fluency in English – spoken and written
  • Canadian Securities Course preferred

Work Rights

Not specified

Tailored Resume

Cover Letter