Client Representative - Global Shareholder Services

Franklin Templeton

Rancho Cordova, CA, US
Base: $44,000.00 - $46,500.00; bonus/equity: discr...
Hybrid (on-site tuesday, wednesday, thursday; remote monday and friday)
Professional client interactions
World-class service delivery
Financial and non-financial transactions
Franklin Templeton is seeking a Client Representative for their Global Shareholder Services team, focusing on delivering exceptional client service and support. The role requires customer service experience and offers a hybrid work environment in Rancho Cordova, CA or St. Petersburg, FL

Job Summary

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

Match Score: 85

Franklin Templeton is seeking a Client Representative for their Global Shareholder Services team, focusing on delivering exceptional client service and support. The role requires customer service experience and offers a hybrid work environment in Rancho Cordova, CA or St. Petersburg, FL.

Salary

Base: $44,000.00 - $46,500.00; Bonus/Equity: Discretionary bonus; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Professional client interactions
  • World-class service delivery
  • Financial and non-financial transactions
  • Strong communication skills
  • Attention to detail
  • Ability to multi-task

Nice-to-have

  • Interest in investment management
  • Collaborative team environment
  • Continuous improvement mindset

Key Requirements

  • Customer service experience
  • Bachelor’s degree or equivalent education and experience
  • Proficient with computers

Work Rights

Not specified

Tailored Resume

Cover Letter