Undergrad Intern – Client Representative: Global Shareholder Services
About The Position
Launch your career in financial services with a meaningful and hands‑on internship at Franklin Templeton! Our Client Representative Internship within Global Shareholder Services (GSS) gives you the opportunity to support an award‑winning, innovative inbound call center dedicated to delivering world‑class service to our financial advisors and shareholders. As a Client Representative Intern, you will: Learn the fundamentals of the mutual fund industry Build expertise in Franklin Templeton’s products, services, and operations Contribute directly to real client interactions Receive robust training, mentoring, and coaching from experienced leaders and peers This is an exceptional opportunity for students interested in financial services, client experience, and professional growth. At Franklin Templeton, we believe your potential grows in the right environment. Our culture is warm, collaborative, and rooted in the diverse perspectives of employees from around the world. Whether you are exploring financial services for the first time or building on existing interest, you will find a welcoming place to learn, contribute, and develop your skills. We support the whole employee—professionally and personally. From well‑being programs to career development resources, we offer tools to help you thrive at work and in life. Interns in GSS gain valuable exposure to real‑world financial operations and customer experience, including: Communicating daily with financial advisors and shareholders while applying product, policy, and service‑related knowledge Practicing professionalism, confidentiality, and customer‑focused problem solving Understanding regulatory requirements and completing financial and non‑financial transactions accurately Participating in comprehensive new‑hire training, ongoing development courses, peer mentoring, and regular coaching from your management team
Requirements
- Enrollment as an undergraduate student
- Ability to work 15+ hours per week with at least 20 hours of weekly availability
- Interest in financial services or a desire to learn about the investment management industry
- Strong written and verbal communication skills
- Excellent attention to detail and ability to manage multiple tasks
- Comfort using computer systems and learning new technology
- Internship training begins June; students must be available through Summer and Fall, with the possibility of extension
- Flexible schedule between 8:00 a.m.–5:00 p.m. local time, Monday–Friday
- Training schedule: cross-site global class, 9:30 a.m.–5:30 p.m. ET, Monday–Friday
- Hybrid work model: in‑office Tuesday–Thursday; optional remote Mondays and Fridays
Responsibilities
- Deliver professional, accurate, and confidential client interactions
- Provide world‑class service using strong knowledge of processes and financial products
- Execute financial and non‑financial transactions with precision and compliance
- Attend training programs and regular mentoring sessions to deepen your expertise
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
No Education Listed
