Canvas Platform Client Success Specialist

Franklin Templeton; New York (NY); On-site; USD 95,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

401k plan

Health insurance

Job summary

Franklin Templeton is seeking a Client Service Specialist to support the Canvas platform, handling transaction follow-ups, onboarding SMA accounts, and account transitions. The role may include relationship management duties, acting as a problem-solving partner for advisors and our sales team in a fast-paced asset management environment.

This position offers exposure to direct indexing services, cross-functional collaboration, and a comprehensive rewards package including discretionary bonus and

Qualifications

• Bachelor’s Degree required.
• 2+ years of relevant work experience in a similar role.
• Experience in financial services and/or asset management required.
• Experience with direct indexing provider in client service or operations a plus.
• Superior work ethic.
• Fast-paced environment experience.
• Ability to manage multiple tasks effectively.
• Pleasantly persistent when needed.
• Self-starter.
• Strong time management and organizational skills.
• Intellectual curiosity.
• Strong interpersonal, written and verbal communication skills.
• Ability to solve problems in a timely manner.
• Maintain strong relationships with internal stakeholders and external clients.

Responsibilities

• Respond to ad-hoc advisor inquiries.
• Facilitate responses to account transition requests.
• Accurately onboard new accounts and ensure settings are applied.
• Provide an excellent advisor experience to encourage Canvas usage.
• Collaborate with colleagues on complex cases.

Skills

Strong communication

Time management

Organizational skills

Interpersonal skills

Self-starter

Multitasking

Problem solving

Persistence

Team collaboration

Education

Bachelor’s Degree

Tools

Canvas platform

Job description

Franklin Templeton is seeking a Client Service Specialist to support the Canvas platform, handling transaction follow-ups, onboarding SMA accounts, and account transitions. The role may include relationship management duties, acting as a problem-solving partner for advisors and our sales team in a fast-paced asset management environment.

This position offers exposure to direct indexing services, cross-functional collaboration, and a comprehensive rewards package including discretionary bonus and