Client Representative - Global Shareholder Services
Franklin TempletonAbout the role
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?
Clients are at the center of all that we do as an Operations team. As a service organization, 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 Client Representative – GSS responsible for?
The Client Representative – GSS position is an exciting career opportunity in our Client Solutions Center (CSC). This position offers a rewarding career path in financial services! The Client Representative – GSS will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton’s shareholders and advisors. In this role, you will have the opportunity to gain experience about the mutual fund industry and the products and services offered by Franklin Templeton in the financial services arena, while being part of a DALBAR Award-winning team. The Client Representative – GSS position offers a robust training program in addition to on-going weekly mentoring and support from your management team and peers.
What are the ongoing responsibilities of a Client Representative – GSS?
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
What ideal qualifications, skills & experience would help someone to be successful?
Client Service/Customer Service experience
Strong verbal and written communication skills
Bachelor's degree (or equivalent combination of education and experience)
Ability to work a remote flexible schedule, Monday through Friday (No Weekends) between 8:00 am –8:00 pm ET. Franklin Templeton’s standard work week is 37.5 hours
Exceptional attention to detail with ability to multi-task and prioritize responsibilities
Proficient computer skills, internet/intranet navigation abilities and the eagerness to learn new skills and software systems
The tentative start date for this new hire class will be September 2, 2025.
Work hours will be Monday - Friday, 8am - 5pm ET during training period
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 comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $42,000.00 - $44,000.00, depending on location and level of relevant experience, plus discretionary bonus.
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Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Fran
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