Institutional Sales & Service Associate

Western Asset Management Company

Multiple Locations
Base: $64,000 - $68,000; bonus/equity: discretiona...
Hybrid (3-4 days in the office)
Client lifecycle support
Responsive high-quality service
Client relationship management
The Institutional Sales & Service Associate position at Franklin Templeton involves delivering high-quality service to institutional clients, managing client inquiries, and supporting asset retention. The role requires a strong background in financial services, excellent communication skills, and proficiency in Microsoft Office applications

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, respond to client inquiries and service requests promptly, and resolve issues by partnering with internal teams.
  • 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

The Institutional Sales & Service Associate position at Franklin Templeton involves delivering high-quality service to institutional clients, managing client inquiries, and supporting asset retention. The role requires a strong background in financial services, excellent communication skills, and proficiency in Microsoft Office applications.

Salary

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

Skills & Requirements

Must-have

  • client lifecycle support
  • responsive high-quality service
  • client relationship management
  • asset retention support
  • manage client deliverables
  • coordinate RFPs and DDQs
  • accurate client records
  • Microsoft PowerPoint, Excel, and Word proficiency

Nice-to-have

  • sales/marketing mindset
  • identify client needs
  • position solutions
  • work independently and collaboratively
  • high attention to detail
  • French fluency

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter