Franklin Templeton · 1 month ago
Sr. Client Service Specialist - Canvas Custom Indexing
New York City, New York, United States of America
Full-time
Hybrid
Mid, Senior Level
$125K/yr - $140K/yr
6+ years expFranklin Templeton is a dynamic firm that spans asset management, wealth management, and fintech. The Sr. Client Service Specialist will manage a team responsible for onboarding new accounts and overseeing relationship management for clients, acting as a key problem-solving partner for both clients and the sales team.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Responsibilities
Develop operational expertise and maintain ongoing best-practice documentation
Ability to effectively problem solve in a timely manner
Must 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
Excellent people manager
Must have the ability to be pleasantly persistent when needed
Self‐starter
Strong time management and organizational skills
Must be comfortable working as a player-coach
Intellectual curiosity
Strong interpersonal, as well as strong written and verbal communication skills
Escalation contact for issue resolution
Qualification
Required
Bachelor's Degree
6+ years of relevant work experience in a similar role
Previous experience working in financial services and/or an asset management firm required
Proven team management/leadership experience
Develop operational expertise and maintain ongoing best-practice documentation
Ability to effectively problem solve in a timely manner
Must 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
Excellent people manager
Must have the ability to be pleasantly persistent when needed
Self‐starter
Strong time management and organizational skills
Must be comfortable working as a player-coach
Intellectual curiosity
Strong interpersonal, as well as strong written and verbal communication skills
Escalation contact for issue resolution
Preferred
Experience working for a direct indexing provider in a client service or operational capacity, a plus
Benefits
Discretionary bonus
401k plan
Health insurance
Other perks
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
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
2026-01-22
2026-01-16
2026-01-16
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