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 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 group responsible for?

Financial Professionals and Shareholders are at the center of all that we do as a Service Delivery team. We strive for simplicity, seek continuous improvement, and embrace innovation. Our contemporary model maximizes the talent of our people while leveraging capabilities offered by our industry-leading partners.

What is the Supervisor responsible for?

The Supervisor plays a key leadership role, overseeing the day-to-day operations of our Customer Service team, ensuring accuracy, compliance, and exceptional service delivery for all of our clients. We are seeking a detail-oriented, organized, and driven professional who is passionate about team leadership and fostering a collaborative work environment.

What are the ongoing responsibilities of a Supervisor?

• Supervise a team of client representatives, providing guidance, mentorship, and ongoing training to ensure optimal team performance.

• Ensure compliance with all regulatory policies, industry standards, and internal operating procedures within the transfer agent environment.

• Conduct call monitoring to identify gaps and/or issues and implement corrective actions as needed.

• Act as the primary escalation point for complex client inquiries and operational issues, providing clear resolution and maintaining high standards of client satisfaction.

• Coordinate with other departments, such as compliance, legal, and IT, to streamline workflow and support organizational objectives.

• Monitor daily call volume, assign tasks, and set priorities to meet daily call service level agreements and department goals.

• Generate, analyze, and present operational reports and metrics to senior management.

• Participate in recruiting, hiring, and onboarding of new staff within the FAST.

• Facilitate regular team meetings, distribute updates on policy changes, and foster open communication within the group.

• Identify opportunities for process improvement and implement best practices to drive operational efficiency.

• Stay current on industry trends, changes in relevant regulations, and emerging technologies.

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

• Bachelor’s degree in finance, business administration, or a related field (or equivalent combination of education and experience).

• Minimum of 3 - 5 years of experience in transfer agency, mutual fund operations, or a similar financial services environment.

• At least 1 year of supervisory or team leadership experience is preferred.

• Comprehensive knowledge of transfer agency operations, industry regulations (such as SEC, FINRA, or equivalent), and best practices.

• Strong analytical, organizational, and problem-solving skills with keen attention to detail.

• Excellent verbal and written communication skills, including the ability to interact effectively with clients, team members, and senior management.

• Proficiency with transfer agency systems, and Microsoft Office Suite (Excel, Word, PowerPoint, Outlook).

• Ability to manage multiple priorities in a fast-paced, deadline-driven environment.

• Demonstrated commitment to upholding confidentiality, ethical standards, and regulatory compliance at all times.

• A customer-centric mindset with a focus on delivering outstanding service to both internal and external stakeholders.

• Ability to work hybrid schedule in Rancho Cordova, CA, or St. Petersburg, FL

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensiv