Client Relationship Specialist

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world

The Premier Partner Services (PPS) team supports approximately 200 top producing direct-to-fund financial professionals. PPS provides dedicated and direct support to some of our most valued clients by assisting them with their business and account-specific requests. The team is also responsible for various oversight responsibilities related to overall excellent customer experience across the Transfer Agent, including the Benji Mobile App. The team participates in analyzing and responding to customer feedback received through various channels.

Operations & Service Delivery

• You will answer and resolve complex customer inquiries by phone.

• You will build relationships to deliver outstanding service.

• You will verify and process customer requests accurately.

• You will partner with sales for product leads and campaign promotion.

• You will use communications and regulatory updates to guide decisions.

• You will apply specialized product and process knowledge.

Compliance & Risk Management

• You will detect and address fraudulent or suspicious activity.

• You will perform compliance and oversight for specialized products and third-party agents.

Business Process Improvement

• You will identify trends and design new workflows.

• You will analyze feedback and support service recovery.

• You will contribute to department initiatives and projects.

Peer Leadership

• You will mentor and train team members.

• You will support peers in escalated situations and change management.

Experience, Education & Certifications

• 5–10 years' experience in Transfer Agent client service and business analysis.

• Bachelor's degree or equivalent experience.

Technical & Soft Skills

• Strong communication and interpersonal skills.

• Detail oriented, organized, and proactive.

• Able to multi-task with accuracy and confidentiality.

• Skilled in problem-solving and implementing improvements.

Work Schedule & Location
Work hours will be 9am to 5pm PT, hybrid. Preferred location: Rancho Cordova, CA

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. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $65, $70,000.00, depending on location and level of relevant experience, plus discretionary bonus.

#LI-Hybrid

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year

• Medical, dental and vision insurance

• 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits

• Employee Stock Investment Program

• Tuition Assistance Program

• Purchase of company funds with no sales charge

• Onsite fitness center and recreation center*

• Onsite cafeteria*

*Only applicable at certain locations

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.
 
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