Client Service 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

O’Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique.

O’Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes.

For more firm information, please visit www.osam.com

What is the Client Service Specialist responsible for?

We are seeking a Client Service Specialist who will primarily focus on transaction request follow-up, the operational set-up of new SMA accounts, and account transition analysis. This individual may also have some relationship management responsibilities. The successful candidate will be considered a problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth of our Canvas platform.

What are the ongoing responsibilities of a Client Service Specialist?

• Effectively respond to ad-hoc advisor inquiries.
• Facilitate responses to account transition requests.
• Accurately onboard new accounts and ensure the appropriate settings are applied.
• Provide an excellent advisor experience that encourages them to want to use Canvas more.
• Work with colleagues on complex cases.

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor’s Degree
• 2+ years of relevant work experience in a similar role.
• Previous experience working in financial services and/or an asset management firm required.
• Experience working for a direct indexing provider in a client service or operational capacity, a plus.
• Superior work ethic.
• Comfortable working in a fast-paced environment.
• Ability to manage multiple tasks effectively.
• Must have the ability to be pleasantly persistent when needed.
• Self‐starter.
• Strong time management and organizational skills.
• Intellectual curiosity.
• Strong interpersonal, written and verbal communication skills.
• Ability to effectively problem solve in a timely manner.
• Must maintain a strong working relationship with both internal stakeholders and external clients.

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $95,000 – $125,000 plus discretionary bonus.

Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.