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, and thursday)
Confidential client interactions
Financial and non-financial transactions
Strong product and process knowledge
Franklin Templeton is seeking a Client Representative for their Global Shareholder Services team, focusing on delivering exceptional client interactions and support in the financial services sector. The ideal candidate should possess customer service experience, a bachelor's degree or equivalent, and strong communication skills. The role offers a hybrid work arrangement and a comprehensive benefits package

Job Summary

  • Deliver professional, confidential client interactions and world-class service using strong product and process knowledge.
  • Ensure compliance and complete financial and non-financial transactions accurately while participating in training programs and mentoring sessions.
  • Franklin Templeton offers a competitive and valuable range of total rewards, including a competitive salary, bonus, 401(k) match, and comprehensive benefits.

Matching Summary

Match Score: 85

Franklin Templeton is seeking a Client Representative for their Global Shareholder Services team, focusing on delivering exceptional client interactions and support in the financial services sector. The ideal candidate should possess customer service experience, a bachelor's degree or equivalent, and strong communication skills. The role offers a hybrid work arrangement and a comprehensive benefits package.

Salary

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

Skills & Requirements

Must-have

  • Confidential client interactions
  • Financial and non-financial transactions
  • Strong product and process knowledge
  • Computer proficiency and system learning

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
  • Understanding of financial services
  • Strong written and verbal communication skills
  • Attention to detail, multi-tasking, and prioritization skills

Work Rights

Not specified

Tailored Resume

Cover Letter