Client Representative - Global Shareholder Services

Franklin Templeton

St. Petersburg, FL, US
Base: $40,500.00 - $44,000.00; bonus/equity: annua...
Hybrid
Confidential client interactions
Product and process knowledge
Financial and non-financial transactions
Deliver professional, confidential client interactions and provide world-class service using strong product and process knowledge

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, 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

Deliver professional, confidential client interactions and provide world-class service using strong product and process knowledge.

Salary

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

Skills & Requirements

Must-have

  • Confidential client interactions
  • Product and process knowledge
  • Financial and non-financial transactions
  • Computer proficiency
  • Learn new systems quickly

Nice-to-have

  • Welcoming, inclusive, flexible culture
  • Talented teams
  • Continuous improvement focus
  • Genuine interest in investment management

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