Client Representative - Global Shareholder Services

Franklin Templeton

St. Petersburg, FL, US
Base: $40,500.00 - $44,000.00 annually; bonus: dis...
Hybrid (onsite tuesday, wednesday, and thursday)
Strong written and verbal communication skills
Attention to detail and ability to multi-task
Proficient with computers and learning new systems
Franklin Templeton is seeking a Client Representative for their Global Shareholder Services team, offering a hybrid work model in St. Petersburg, FL, or Rancho Cordova, CA. The ideal candidate will possess customer service experience, a bachelor's degree or equivalent, and a strong interest in the financial services industry

Job Summary

  • The role involves delivering professional, confidential client interactions while ensuring compliance and completing financial transactions accurately.
  • Employees benefit from a comprehensive package including three weeks paid time off, medical/dental/vision insurance, and an 85% company match on 401(k) contributions.
  • This hybrid position offers opportunities for growth through weekly mentoring sessions and training programs within a dynamic global team.

Matching Summary

Match Score: 85

Franklin Templeton is seeking a Client Representative for their Global Shareholder Services team, offering a hybrid work model in St. Petersburg, FL, or Rancho Cordova, CA. The ideal candidate will possess customer service experience, a bachelor's degree or equivalent, and a strong interest in the financial services industry.

Salary

Base: $40,500.00 - $44,000.00 annually; Bonus: Discretionary bonus eligible; Benefits: Comprehensive healthcare, 401(k) match, PTO, tuition assistance

Skills & Requirements

Must-have

  • Strong written and verbal communication skills
  • Attention to detail and ability to multi-task
  • Proficient with computers and learning new systems

Nice-to-have

  • Understanding of financial services industry
  • Genuine interest in investment management
  • Welcoming and inclusive culture fit

Key Requirements

  • Bachelor's degree or equivalent education and experience
  • Customer service experience required
  • Interest in investment management industry

Work Rights

Not specified

Tailored Resume

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