Client Service Specialist
3 weeks ago
We are seeking a highly skilled Client Service Specialist to join our team at Franklin Templeton. As a Client Service Specialist, you will be responsible for providing exceptional support to our clients, ensuring their needs are met and exceeded.
Key Responsibilities- Operational set-up of new accounts and client onboarding
- Transaction request follow-up for both Financial Advisor Services and Institutional businesses
- Assist with the onboarding of new RIA, custodian, and other platform relationships
- Provide exceptional client service and support
- Collaborate with internal teams to resolve client issues and concerns
- Bachelor's Degree
- 3+ years of relevant work experience in a similar role
- Previous experience working in financial services and/or an asset management firm
At Franklin Templeton, we offer a competitive salary, discretionary bonus, 401k plan, health insurance, and other perks. We are committed to providing a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.
Why Join UsWe are a diverse and inclusive organization that values employee well-being and provides multidimensional support for a positive and healthy lifestyle. We are committed to fostering a culture that focuses on employee well-being and provides the tools, resources, and learning opportunities to help our employees excel in their career and personal life.
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