Client Service Specialist

Franklin Templeton

Stamford, CT, US
Base: usd $95,000 – $125,000; bonus: discretionary...
Hybrid
Bachelor's degree required
2+ years financial services experience
Asset management firm experience required
The role focuses on transaction request follow-up, operational set-up of new SMA accounts, and account transition analysis to support the growth of the Canvas platform

Job Summary

  • The role focuses on transaction request follow-up, operational set-up of new SMA accounts, and account transition analysis to support the growth of the Canvas platform.
  • Candidates will serve as a problem-solving partner for clients and the sales team while facilitating responses to account transition requests and onboarding new accounts.
  • The position offers a competitive salary range of USD $95,000 – $125,000 plus a discretionary bonus, along with comprehensive benefits including health insurance and a 401k plan.

Matching Summary

The role focuses on transaction request follow-up, operational set-up of new SMA accounts, and account transition analysis to support the growth of the Canvas platform.

Salary

Base: USD $95,000 – $125,000; Bonus: Discretionary bonus included; Benefits: 401k plan, health insurance, and other perks

Skills & Requirements

Must-have

  • Bachelor's Degree required
  • 2+ years financial services experience
  • Asset management firm experience required
  • Strong time management skills
  • Problem-solving abilities

Nice-to-have

  • Direct indexing provider experience
  • Pleasantly persistent attitude
  • Self-starter mindset
  • Intellectual curiosity
  • Fast-paced environment comfort

Key Requirements

  • Bachelor's Degree
  • 2+ years relevant work experience
  • Previous experience in asset management or financial services

Work Rights

Not specified

Tailored Resume

Cover Letter