Putnam Transfer Agency - Investor Services Internship

Franklin Templeton

4d • $18 • Remote

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. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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! Investor Services Internship Location: Fully Remote (Andover, MA) The Investor Services Internship (ISI) position is an excellent internship opportunity in our Client Solutions Center (CSC). This opportunity offers an exciting and rewarding internship experience in financial services! The ISI will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton’s shareholders and advisors. In this role, you will have the opportunity to learn about the mutual fund industry and the suite of products and services offered by Franklin Templeton in the financial services arena, while being part of an award-winning team. The ISI position offers a robust training program in addition to on-going weekly mentoring and support from your management team and peers. Students will learn to:

Requirements

• Undergraduate student
• Minimum of 15 hours per week required based upon a minimum of 20 hours of availability
• Students will start training in June and are required to work through the Summer and the Fall semester with the possibility of extending employment
• Flexibility to work varying schedules between 8:00 am – 8:00 pm ET, Monday – Friday (post training)
• Training will begin in June and will be 8:00 am – 5:00 pm ET, Monday – Friday
• This is a fully remote position and must have the ability to work within 25 feet of a router
• Apply via the link provided in Handshake for the Investor Services Internship
• Contact Mike Blair, Sr. Operations Supervisor ([email protected]) to express your interest and/or ask any questions
• Franklin Templeton will contact you with next steps
• Practice for your professional interview
• When applying, please be sure to attach your resume. Applications without a resume file attachment will not be reviewed.

Nice To Haves

• Previous client/customer service work experience preferred
• Exceptional attention to detail and ability to successfully multi-task and prioritize responsibilities
• Strong verbal and written communication skills

Responsibilities

• Interact daily with financial advisors and individual investors while applying a strong knowledge of Franklin Templeton’s products, procedures, and services
• Demonstrate a high level of professionalism and confidentiality
• Adhere to legal requirements and utilize product knowledge to facilitate financial and non- financial transactions in a complete and accurate manner
• Actively participate in new hire training and on-going training as deemed necessary, as well as weekly mentoring sessions with your management team

What This Job Offers

• Job Type: Part-time
• Career Level: Intern
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees