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Franklin Templeton · 3 hours ago

Client Service Specialist - Canvas Custom Indexing

Stamford, CT

Full-time

Onsite

Mid Level

$95K/yr - $112K/yr

3+ years exp

Franklin Templeton is a dynamic firm that spans asset management, wealth management, and fintech. The Client Service Specialist will assist with the operational set-up of new accounts and onboarding of clients, acting as a key problem-solving partner for clients and the sales team.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

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

Must have the ability to be 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

Qualification

Financial services experienceAsset management experienceProblem-solving skillsTime management skillsIntellectual curiosityMultitaskPleasant persistenceInterpersonal skillsWritten communicationVerbal communicationOrganizational skillsTeam playerSelf-starterWork ethicFast-paced environment adaptability