Franklin Templeton is a global investment firm focused on helping clients achieve their investment goals. The Client Representative will provide professional and confidential client interactions, deliver world-class service, and ensure compliance in financial 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
- 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 is a investment firm that offers mutual funds for individuals and institutions. 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.