Franklin Templeton · 1 month ago
Client Representative - Global Shareholder Services
St. Petersburg, Florida, United States of America
Full-time
Hybrid
Entry, Mid Level
$40K/yr - $58K/yrFranklin Templeton is a dynamic firm advancing the investment industry through innovative solutions. The Client Representative role involves providing exceptional customer service in a collaborative call center environment while gaining experience in the mutual fund industry.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Demonstrate a high level of professionalism and confidentiality
Provide world class service on all client interactions while applying strong knowledge of our products, procedures and services
Adhere to legal requirements and utilize product knowledge to facilitate financial and non-financial transactions in a complete and accurate manner
Actively participate in new hire training and on-going training as deemed necessary, as well as weekly mentoring sessions with your management team
Qualification
Required
Client Service/Customer Service experience
Strong verbal and written communication skills
Exceptional attention to detail and ability multi-task and prioritize responsibilities
Proficient computer skills, internet/intranet navigation abilities and the eagerness to learn new skills and software systems
Bachelor's degree (or equivalent combination of education and experience)
Ability to work a flexible schedule, Monday through Friday (No Weekends) between 8:30 am –8:00 pm ET
Benefits
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
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
Founded in 1947
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
Silicon Republic
2026-01-08
2026-01-08
Company data provided by crunchbase