5 years fund manager or securities industry experience
Fluency in spoken and written english
Proficiency with microsoft powerpoint excel and word
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Franklin Templeton is seeking an Institutional Sales & Service Associate to enhance client relationships and ensure high-quality service for institutional clients. The role requires a blend of operational coordination, communication, and compliance support within a collaborative and dynamic team environment.
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Job Summary
The role supports institutional clients across the full client lifecycle by delivering responsive, high-quality service to strengthen relationships.
Team members coordinate requests for proposals and due diligence questionnaires while ensuring accurate responses are submitted on time.
Employees receive a competitive benefits package including healthcare, disability insurance, an employee stock investment program, and education assistance.
Matching Summary
Match Score: 75
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Franklin Templeton is seeking an Institutional Sales & Service Associate to enhance client relationships and ensure high-quality service for institutional clients. The role requires a blend of operational coordination, communication, and compliance support within a collaborative and dynamic team environment.
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Salary
Base: $64,000 - $68,000 annually; Bonus: Discretionary annual bonus available; Benefits: Comprehensive healthcare, pension, stock investment, and paid time off
Skills & Requirements
Must-have
5 years fund manager or securities industry experience
Fluency in spoken and written English
Proficiency with Microsoft PowerPoint Excel and Word
Nice-to-have
French language fluency
Canadian Securities Course certification
Sales and marketing mindset
Knowledge of investment management processes
Ability to work independently and collaboratively
Key Requirements
University degree or equivalent financial services experience
Prior knowledge of investment management servicing or operations preferred