Client Representative

Franklin Templeton

Client Representative within Global Shareholder Services at Franklin Templeton. Delivering exceptional service and support to clients and advisors in a dynamic call center environment.

Posted 5/19/2026full-timeRemote • Florida, Maine, Massachusetts, New Hampshire, Rhode Island • 🇺🇸 United StatesMid-LevelSenior💰 $42,000 - $44,000 per yearWebsite

About the role

Key responsibilities & impact

Maintain professionalism and confidentiality
Deliver exceptional service to clients and advisors
Use product knowledge to process financial and non-financial transactions accurately
Follow legal and company procedures
Participate in training and mentoring sessions
Support a positive team culture

Requirements

What you’ll need

Experience in client or customer service
Bachelor’s degree or equivalent experience
Strong computer and internet navigation skills
Willingness to learn new systems
Excellent communication skills
Attention to detail
Ability to prioritize and multitask

Benefits

Comp & perks

Annual discretionary bonus
401(k) plan with a generous match
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
Onsite fitness center and recreation center (only at certain locations)
Onsite cafeteria (only at certain locations)

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

professionalismconfidentialityexceptional servicecommunicationattention to detailprioritizationmultitaskingteam culturetrainingmentoring

Certifications

Bachelor’s degree