Client Representative - Global Shareholder Services

Franklin Templeton

St. Petersburg, United States
Base: $40,500.00 - $44,000.00; bonus/equity: discr...
Hybrid (on-site tuesday, wednesday, thursday)
Professional client interactions
Strong product and process knowledge
Financial and non-financial transactions
Franklin Templeton is seeking a Client Representative for its Global Shareholder Services team in St. Petersburg, offering a dynamic and inclusive work environment. The ideal candidate will have customer service experience, a bachelor's degree, and strong communication skills, providing world-class service to clients in the financial services sector

Job Summary

  • Deliver professional, confidential client interactions and provide world-class service using strong product and process knowledge.
  • Ensure compliance and complete financial and non-financial transactions accurately, while participating in training programs and weekly mentoring sessions.
  • Franklin Templeton offers a competitive and valuable range of total rewards, including base compensation, annual discretionary bonus, 401(k) plan with a generous match, and a comprehensive benefits package.

Matching Summary

Match Score: 85

Franklin Templeton is seeking a Client Representative for its Global Shareholder Services team in St. Petersburg, offering a dynamic and inclusive work environment. The ideal candidate will have customer service experience, a bachelor's degree, and strong communication skills, providing world-class service to clients in the financial services sector.

Salary

Base: $40,500.00 - $44,000.00; Bonus/Equity: discretionary bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • professional client interactions
  • strong product and process knowledge
  • financial and non-financial transactions
  • computer proficiency
  • learn new systems quickly

Nice-to-have

  • interest in investment management
  • welcoming inclusive flexible culture
  • collaborative dynamic environment

Key Requirements

  • Customer service experience
  • Bachelor's degree or equivalent education and experience
  • Understanding of financial services
  • Strong written and verbal communication skills
  • Attention to detail, ability to multi-task, and prioritize

Work Rights

Not specified

Tailored Resume

Cover Letter