Offer summary

Qualifications:

In-depth understanding of mutual fund business and transfer agency processes., Exceptional analytical, problem-solving, and project management skills., Excellent written and verbal communication skills with strong interpersonal abilities., Detail-oriented with the ability to influence and build relationships effectively..

Key responsabilities:

Act as the primary point of contact for High-Net-Worth advisors, delivering customized support.

Proactively engage with advisors to understand their needs and provide tailored solutions.

Collaborate with outsourced vendors and internal departments to ensure smooth service operations.

Lead the resolution of escalated issues, working with management to address complex problems.

Job description

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 and diversified 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!

What is the Global Shareholder Services team responsible for?

The Global Shareholder Services team is responsible for providing customer service for Franklin Templeton’s most valuable advisors, supporting internal groups on operational matters and overseeing all aspects of outsourced TA vendors. This includes:

Dedicated customer service coverage for High-Net-Worth advisors.
Monitoring of critical vendor processes to ensure adherence with firm policies and regulations.
Developing firm, client and advisor notifications on upcoming initiatives, regulatory changes, or service updates.
Working closely with internal business partners and outsourced vendors to support crisis management and escalation resolution.
Providing operational support for regional product, marketing, and distribution initiatives.

What is the Client Specialist responsible for?

The Client Specialist at Franklin Templeton oversees all service aspects for High-Net-Worth advisors, acting as the primary contact and offering tailored support to build strong, long-term relationships. They proactively engage with advisors to understand their needs, provide personalized solutions, and ensure high satisfaction levels. This role demands significant collaboration with outsourced vendors and internal departments, working closely with various areas within the firm and various management levels to address and resolve escalated issues effectively.

What are the ongoing responsibilities of a Client Specialist?

Primary Point of Contact

Act as the main liaison for High-Net-Worth advisors.
Deliver customized support to cater to each advisor's unique needs.
Cultivate and sustain strong, long-term relationships with advisors.

Proactive Engagement

Initiate contact with advisors to understand their specific requirements and preferences.
Provide tailored solutions to meet advisors' needs.
Maintain high satisfaction levels through proactive and responsive communication.

Collaboration

Coordinate closely with outsourced vendors to ensure smooth service operations.
Partner with internal departments to align efforts and resolve issues.
Work with various teams within the firm to support overall service objectives.

Issue Resolution

Lead or assist in resolving escalated issues promptly.
Collaborate with all levels of management to address and solve complex problems.
Ensure efficient and effective resolution of any service-related concerns.

What ideal qualifications, skills & experience would help someone to be successful?

In-depth understanding of:
- Mutual fund business, processes, and structure.
- Transfer Agency operational and service processes, methodologies, and terminology.
- Industry and regulatory issues and how those regulations may impact Funds, outsourced vendors, and Franklin Templeton.
Exceptional analytical and problem-solving skills.
Strong project management skills & multi-tasker; ability to pivot from one issue to another.
Ability to work individually as well as in a team environment.
Excellent written and verbal communication skills.
Detail oriented, strong leadership and organizational acumen.
Excellent interpersonal and client management skills.
Ability to influence and build relationships with internal and external partners.
Ability to exercise sound judgment and decision making.
Excellent presentation skills.
Motivated and proactive.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Hear more from our employees

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.

Highlights of our benefits include:

Flexible medical, dental and vision insurance
Corporate Pension Plan
Employee Stock Investment Program
Purchase company funds with no sales charge
Competitive vacation package that includes three annual personal days
Company paid short-term and long-term Disability Insurance
Education assistance

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 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 or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment 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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