Client Service Specialist

3 weeks ago

Stamford, Connecticut, United States Franklin Templeton Full time

O\u2019Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, Connecticut, operating autonomously and backed with global, enterprise resources.

With clients in over 150 countries and offices on six continents, you\u2019ll get exposed to different cultures, people, and business development happening around the world.

Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with clients.

OSAM is a leading provider of Custom Indexing services via its Canvas platform, which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.

For more firm information, please visit.

The Client Service Specialist will be responsible for the operational set-up of new accounts, client onboarding, and transaction request follow-up for both the Financial Advisor Services and Institutional businesses.

This individual will also assist with the onboarding of new RIA, custodian, and other platform relationships.

The successful candidate will be considered a key problem-solving partner for our clients and our sales team.

The need for this hire is driven by the growth with our Canvas offering.

Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators.

Key Responsibilities:

  • Ability to effectively problem solve in a timely manner.
  • Maintain a strong working relationship with both internal and external clients.
  • Superior work ethic.
  • Comfortable working in a fast-paced environment.
  • Ability to manage multiple tasks effectively.
  • Pleasantly persistent when needed.
  • Self-starter.
  • Strong time management and organizational skills.
  • Team player.
  • Intellectual curiosity.
  • Strong interpersonal, as well as strong written and verbal communication skills.

Requirements:

  • Bachelor\u2019s Degree.
  • 3+ years of relevant work experience in a similar role.
  • Previous experience working in financial services and/or an asset management firm required.

Compensation:

Along with base compensation, other compensation is offered, such as a discretionary bonus, 401k plan, health insurance, and other perks.

There are several factors taken into consideration in making compensation decisions, including but not limited to location, job-related knowledge, skills, and experience.

At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation.

We expect the salary for this position to range between USD $83,000 - $112,000.

Franklin Templeton is an Equal Opportunity Employer.

We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Franklin Templeton is committed to fostering a diverse and inclusive environment.

If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to.

In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for.

It may take up to three business days to receive a response to your request.

Please note that only accommodation requests will receive a response.

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