Client Service Specialist

Franklin Templeton

Client Service Specialist responsible for transaction requests and onboarding new accounts at Franklin Templeton. Collaborating with teams to enhance advisor experience on the Canvas platform.

Posted 5/29/2026full-timeStamford • Connecticut, New York • 🇺🇸 United StatesJuniorMid-Level💰 $95,000 - $125,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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.
Ability 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.
Ability to effectively problem solve in a timely manner.
Must maintain a strong working relationship with both internal stakeholders and external clients.

Benefits

Comp & perks

Discretionary bonus
401k plan
Health insurance
Other perks

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

superior work ethictime managementorganizational skillsinterpersonal skillswritten communicationverbal communicationproblem solvingintellectual curiosityability to manage multiple taskspleasantly persistent

Certifications

Bachelor’s Degree