Undergrad Intern – Client Representative: Global Shareholder Services

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. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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!

Start Your Career in Financial Services

Launch your professional journey with a hands‑on internship at Franklin Templeton, a global investment management firm. As a Client Representative Intern within our Global Shareholder Services (GSS) team, you’ll gain real‑world experience supporting financial advisors and shareholders while developing valuable skills for a future career in financial services.

This internship is ideal for students who are curious, motivated, and eager to learn in a collaborative, fast‑paced environment

Internship Details

Internship Program Dates:

• June 8, 2026 – December 31, 2026

Location:

• Rancho Cordova, CA

• Must be able to commute to the office Tuesday–Thursday

Training Schedule (First ~3 Weeks):

• Global training program, Monday–Friday, 9:30 a.m.–5:30 p.m. EST

Work Schedule:

• Hybrid model

• In‑office: Tuesday–Thursday

• Optional remote work: Monday & Friday

• Flexible hours between 8:30 a.m.–5:00 p.m. local time

Hours Commitment:

• Summer (June–August): Up to 37.5 hours per week

• Fall (September–December): Minimum of 15 hours per week, based on academic availability

• Remote work may be considered during the Fall semester, depending on location

What You’ll Do

As a Client Representative Intern, you’ll gain exposure to the investment management industry while supporting real client interactions. You will:

• Learn the fundamentals of the mutual fund and investment services industry
• Develop knowledge of Franklin Templeton’s products, services, and operations
• Communicate professionally with financial advisors and shareholders
• Execute financial and non‑financial transactions accurately and compliantly
• Deliver high‑quality, confidential, and customer‑focused service
• Participate in comprehensive training, mentoring, and ongoing coaching

What You’ll Learn:

Interns in Global Shareholder Services gain practical experience in:

• Client communication and relationship management
• Regulatory and compliance‑driven financial processes
• Professionalism, confidentiality, and problem‑solving
• Navigating enterprise systems and financial tools
• Working collaboratively within a global organization

You’ll be supported every step of the way through structured training, peer mentoring, and regular feedback from experienced leaders.

Ideal Qualifications:

Successful candidates typically have:

• Current enrollment as an undergraduate student
• Interest in financial services or investment management
• Strong written and verbal communication skills
• Attention to detail and ability to manage multiple tasks
• Comfort learning new systems and technology

No prior financial services experience is required—just a willingness to learn.

Our Culture

At Franklin Templeton, we believe people do their best work in an environment where they feel supported and included. Our culture is collaborative, welcoming, and enriched by diverse perspectives from around the world.

We support our employees professionally and personally through well‑being programs, career development resources, and a flexible work environment—helping you grow both on the job and beyond it.

Ready to make moves? Apply today!

Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered.

Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests.

This is a full-time internship where students will work approximately 35-40 (dependent on state/location) ho