GSS Client Representative (Putnam Investments)
About The Position
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! About the department The Global Shareholder Services team delivers essential support to Franklin Templeton’s clients and advisors. Client Representatives within our in-bound Call Center focus on service excellence, continuous improvement, and innovation. Team members collaborate in a dynamic environment, leveraging industry-leading tools and each other’s strengths. Joining our group means gaining valuable experience, ongoing training, and the chance to contribute to a high-performing, award-winning team.
Requirements
- 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
Responsibilities
- You will maintain professionalism and confidentiality.
- You will deliver exceptional service to clients and advisors.
- You will use product knowledge to process financial and non-financial transactions accurately.
- You will follow legal and company procedures.
- You will participate in training and mentoring sessions.
- You will support a positive team culture.
Benefits
- Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results.
- Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.
- We also offer a comprehensive benefits package, which includes a range of 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) and a motivational wellbeing program.
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
