Client Service Specialist

Franklin Templeton•Stamford, CT

2d•$95,000 - $125,000•Hybrid

About The Position

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world. O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. 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 managed 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 firm information, please visit www.osam.com What is the Client Service Specialist responsible for? We are seeking a Client Service Specialist who will primarily focus on transaction request follow-up, the operational set-up of new SMA accounts, and account transition analysis. This individual may also have some relationship management responsibilities. The successful candidate will be considered a problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth of our Canvas platform.

Requirements

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.
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.

Nice To Haves

Experience working for a direct indexing provider in a client service or operational capacity, a plus.

Responsibilities

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.