Client Service Specialist

What is the Client Service Specialist responsible for?

We are seeking a Client Service Specialist who will primarily focus on transaction request follow-up, the operational set-up of new SMA accounts, and account transition analysis. This individual may also have some relationship management responsibilities. The successful candidate will be considered a problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth of our Canvas platform.

Ongoing Responsibilities

• Effectively respond to ad-hoc advisor inquiries.
• Facilitate responses to account transition requests.
• Accurately onboard new accounts and ensure the appropriate settings are applied.
• Provide an excellent advisor experience that encourages them to want to use Canvas more.
• Work with colleagues on complex cases.

Qualifications, Skills & Experience

• Bachelor’s Degree
• 2+ years of relevant work experience in a similar role
• Previous experience working in financial services and/or an asset management firm required
• Experience working for a direct indexing provider in a client service or operational capacity, a plus
• Superior work ethic
• Comfortable working in a fast-paced environment
• Able to manage multiple tasks effectively
• Must have the ability to be pleasantly persistent when needed
• Self-starter
• Strong time management and organizational skills
• Intellectual curiosity
• Strong interpersonal, written and verbal communication skills
• Able to effectively problem solve in a timely manner

Pay & Benefits

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 Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $95,000 – $125,000 plus discretionary bonus.