Franklin Templeton is a leading asset management firm that focuses on innovative ways to help clients achieve their investment goals. The Client Representative role involves delivering exceptional client service and support while ensuring compliance and accuracy in transactions.
Responsibilities
- Deliver professional, confidential client interactions
- Provide world-class service using strong product and process knowledge
- Ensure compliance and complete financial and non-financial transactions accurately
- Participate in training programs and weekly mentoring sessions
Skills
- Customer service experience
- Bachelor's degree or equivalent education and experience
- Understanding of financial services or a genuine interest in learning about the investment management industry
- Strong written and verbal communication skills
- Attention to detail, ability to multi-task, and prioritize
- Proficient with computers and ability to learn new systems quickly
Benefits
- Annual discretionary bonus
- 401(k) plan with a generous match
- Comprehensive benefits package
- 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)
- Motivational wellbeing program
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center
- Onsite cafeteria
Company Overview
Franklin Templeton provides investment management services across various asset classes to institutional and individual clients. It was founded in 1947, and is headquartered in San Mateo, California, USA, with a workforce of 5001-10000 employees. Its website is http://www.franklintempleton.com.