Institutional Sales & Service Associate

Franklin Templeton

Base: $64,000 - $68,000; bonus/equity: discretiona...
Hybrid
Client lifecycle support
Responsive client service
Resolve client issues
The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution (SRD) channels throughout the full client lifecycle

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

The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution (SRD) channels throughout the full client lifecycle.

Salary

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

Skills & Requirements

Must-have

  • client lifecycle support
  • responsive client service
  • resolve client issues
  • maintain client relationships
  • manage client deliverables
  • coordinate RFPs and DDQs

Nice-to-have

  • sales/marketing mindset
  • collaborative team environment
  • high attention to detail
  • confidentiality
  • French fluency is a plus

Key Requirements

  • University degree or equivalent experience
  • 5 years fund manager, bank, or securities industry experience
  • Fluency in English
  • Proficiency with Microsoft PowerPoint, Excel, and Word
  • Canadian Securities Course preferred

Work Rights

Not specified

Tailored Resume

Cover Letter