Sr. Client Service Associate - U.S. Institutional

Franklin Templeton•Pasadena, CA

2d•$100,000 - $130,000•Hybrid

About The Position

Franklin Templeton’s Global Client Group plays a central role in serving clients worldwide by bringing together client service, distribution, sales enablement, product engagement, and other client-facing capabilities. The group helps ensure clients experience Franklin Templeton as one coordinated firm, with consistent service, efficient support, and strong connectivity across regions, teams, and investment capabilities. As part of this broader organization, the Sr. Client Service Associate within US Institutional contributes directly to client satisfaction, operational excellence, and the firm’s global client service model.

Requirements

A minimum of 3 years of client service or marketing experience in investment management or similar/adjacent industry, or four years’ relevant work experience in another industry
Demonstrated ability to succeed in a collaborative, team environment
Client-focused mindset with strong critical thinking and deductive reasoning skills; ability to prioritize with an appropriate sense of urgency
Interest in investments, finance and marketing with a focus on client service.
Solid understanding of equity and fixed income securities, operations, accounting rules and/or portfolio management a plus
Strong data analytics skills; expert level with Microsoft product suite including Excel, Word, PowerPoint and other business technology applications; experience with CRM, or industry tools such as Bloomberg, MMD, Morningstar or other databases is a plus
4-year undergraduate degree required

Nice To Haves

CFA Designation a plus

Responsibilities

Build strong partnerships with the assigned client channel (Subadvisory, Corporations, Public Funds, Taft-Hartleys, Insurance, Consultant or Endowments & Foundations) and prospects by providing ongoing support alongside the broader US based Client Service team
Develop a deep understanding of the assigned clients’ objectives and goals to deliver customized solutions, support sales opportunities, competitive analysis and product data and reporting
Fielding complex ongoing and ad-hoc requests regarding portfolio, compliance, and fund information for internal and external clients on a monthly, quarterly, semi-annual, and annual basis.
Collaborating with Client Service-Business Development Managers and our clients in coordinating and participating in Compliance Due Diligence meetings
Stay current on Franklin Templeton and Investment Group products, investment processes and investment strategies, as well as wider market conditions, to offer clients the best possible solutions
Represent your client and Relationship Manager’s needs in firmwide initiatives and departmental efforts
Be proactive in finding ways to increase your team’s efficiency and effectiveness in retaining and growing business

Benefits

annual discretionary bonus
401(k) plan with a generous match
recognition rewards
competitive healthcare options
insurance
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)
motivational wellbeing program
Three weeks of PTO in your first year
Competitive medical, dental, and vision insurance
401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits
Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities
Learning Education Assistance Program (LEAP)
Opportunity to purchase company funds with no sales charge