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Client Service Specialist

Company: Franklin Resources, Inc
Location: Stamford
Posted on: September 17, 2023

Job Description:

We respect the privacy of candidates for employment. The Privacy Notices set forth how we will use the information we obtain when you apply for a position through this career site. If you do not consent to the terms of your country's respective Privacy Notice, please do not submit information to us . Client Service Specialist page is loaded Client Service Specialist Apply locations USA-SR6-Stamford time type Full time posted on Posted 4 Days Ago job requisition id 851071 At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.O'Shaughnessy Asset Management (OSAM) is a research and money management firm based in Stamford, CT. On December 31, 2021, OSAM was acquired by Franklin Templeton . The firm manages approximately $8.3 billion in assets for institutions and financial advisors. Our approach to managing money is transparent, logical, and completely disciplined, leading to long-standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS -. CANVAS - is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately manages accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.For more information on our firm, please visit our website at What is the Client Service Specialist responsible for? As a Client Service Specialist (CSS), you will work with the OSAM sales team and subject matter expertsto communicate information accurately and effectively regarding our firm and strategies to clients,consultants and prospects. Maintaining long lasting client relationships is very dependent on excellentclient service. Ensuring that we provide information that is important to our clients, in a timely manneris key to meeting our goal. You will oversee critical aspects of this process.If you want an environment where you will learn fast and contribute towards the goal of theorganization, then O'Shaughnessy Asset Management is the place for you. What is the Client Service Specialist responsible for?

  • The accurate and timely fulfillment of monthly and quarterly client reporting. This includes the completion and submission of specific standard reports and questionnaires.
  • Lead the process for completing all new business Requests for Proposals (RFPs) and Requests for Information (RFIs).
  • Author and clearly articulate information about our firm and strategies. Your resources will be our Portfolio Managers, Traders and Relationship teams.
  • Serve as a firm representative with clients and consultants and facilitate ad-hoc requests for information. Your proactive ideas regarding ways to help clients, prospects and consultants better understand the value of our strategies would also be welcome. What ideal qualifications, skills & experience would help someone to be successful?
    • Self-motivated, proactive, analytical thinker and creative problem solver.
    • Comfortable working in a fast-paced environment.
    • Very strong writing skills.
    • Ability to convey information clearly and simply (written and verbal).
    • Detail oriented.
    • Strong teamwork skills.
    • Intellectual curiosity with an interest in the financial services industry.
    • Strong knowledge of Microsoft Office programs such as Word, Excel, PowerPoint and CRM.
    • Excel: Forms, Formulas, Functions, Pivot Tables, Graphs.
    • Excellent people skills.
    • Intellectually curious.
    • Ability to multitask.
    • BA/BS degree required
    • 1 - 2 years of experience in the asset management industry or with proposal completion is a strong plus.Franklin Templeton offers employees a competitive and valuable range of total rewards-monetary and non-monetary-designed to support the whole person and to recognize their time, talents, and results. 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 $95,700 - $135,000. What makes Franklin Templeton unique? In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards -the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.Highlights of our benefits include:
      • 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**Only applicable at certain locations
        -We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities . An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response. About Us We embrace individual differences and the wealth of perspectives brought by global diversity. And, though we are all different, we have one thing in common: we are dedicated to what we do. We've built a uniquely collaborative culture that allows us to ask fresh questions in a safe environment and harness our best thinking. So whether you are at the beginning of your professional journey, further along, or looking for a new direction, you will have all the support you need to grow your career with us. 0:00 -/ - 2:14 Get to know us better

Keywords: Franklin Resources, Inc, Stamford , Client Service Specialist, Other , Stamford, Connecticut

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