Putnam Transfer Agency - Investor Services Internship jobs in United States
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Franklin Templeton · 9 hours ago

Putnam Transfer Agency - Investor Services Internship

positionUnited States
timeInternship
remoteRemote
seniorityIntern
money$18/hr - $18/hr

Franklin Templeton is a leading firm in asset management and fintech, dedicated to helping clients achieve their investment goals. The Investor Services Internship offers students the chance to learn about the mutual fund industry while providing world-class service to shareholders and advisors in a collaborative call center environment.

Financial ServicesHedge FundsProfessional ServicesWealth Management

Responsibilities

Interact daily with financial advisors and individual investors while applying a strong knowledge of Franklin Templeton’s products, procedures, and services
Demonstrate a high level of professionalism and confidentiality
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

Client/customer service experienceAttention to detailVerbal communicationWritten communicationMulti-taskingProfessionalismConfidentialityFlexibility

Required

Undergraduate student
Minimum of 15 hours per week required based upon a minimum of 20 hours of availability
Students will start training in June and are required to work through the Summer and the Fall semester with the possibility of extending employment
Exceptional attention to detail and ability to successfully multi-task and prioritize responsibilities
Strong verbal and written communication skills
Flexibility to work varying schedules between 8:00 am – 8:00 pm ET, Monday – Friday (post training)
Training will begin in June and will be 8:00 am – 5:00 pm ET, Monday – Friday
This is a fully remote position and must have the ability to work within 25 feet of a router

Preferred

Previous client/customer service work experience preferred

Company

Franklin Templeton

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Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
dateFounded in 1947
location
San Mateo, California, USA
people-size5001-10000 employees
web-link
http://www.franklintempleton.com

Funding

Current Stage
Late Stage

Leadership Team

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Jenny Johnson
President and CEO
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Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
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Recent News

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Company data provided by crunchbase