Client Service Specialist

Franklin Templeton; Stamford, Northern (CT, KY); Hybrid; USD 95,000 - 125,000; Full time

Benefits offered by this job

Discretionary bonus

401k plan

Health insurance

Job summary

Franklin Templeton’s OSAM team in Stamford, CT is seeking a Client Service Specialist primarily handling transaction follow-up, onboarding new SMA accounts, and account-transition analysis. The role may include relationship management responsibilities as part of supporting advisors and clients.

The ideal candidate has 2+ years in a client service or similar role within financial services or asset management, with a strong work ethic, multitasking ability, and excellent communication skills.

Qualifications

• Bachelor’s Degree required.
• 2+ years of relevant work experience in a similar role.
• Experience in financial services and/or asset management.
• Experience with direct indexing provider in a client service or operational capacity is a plus.
• Strong work ethic; ability to thrive in a fast-paced environment.
• Ability to manage multiple tasks effectively; pleasantly persistent when needed.
• Self-starter with strong time management and organizational skills.
• Excellent interpersonal, written and verbal communication skills.

Responsibilities

• Respond to ad-hoc advisor inquiries.
• Facilitate responses to account transition requests.
• Onboard new accounts and apply appropriate settings.
• Deliver an excellent advisor experience to encourage Canvas usage.
• Collaborate with colleagues on complex cases.

Skills

Strong communication

Time management

Multitasking

Problem solving

Self-starter

Interpersonal skills

Education

Bachelor's degree

Job description

## Client Service SpecialistApply: Stamford, Connecticut, United States of America: New York, New York, United States of America: Full time: Posted Today: 867999O’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.#LI-HybridFranklin 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.