Sr. Client Service Associate - U.S. Institutional

Franklin Templeton; Pasadena (CA); On-site; USD 100,000 - 130,000; Full time

Benefits offered by this job

Paid Time Off

Health Coverage

401(k) with match

Employee Stock Investment Plan

LEAP

Employee Investment Benefits

Job summary

Franklin Templeton in Pasadena, CA, is seeking a Sr. Client Service Associate to support external and internal relationships, delivering proactive analytical and organizational support to clients and Relationship Managers.

You will collaborate with Marketing, Product Management, Investment Management and Operations to learn the business from the ground up. The role focuses on understanding client objectives, delivering customized solutions and timely portfolio reporting.

Qualifications

• At least 3 years of client service or marketing experience in investment management or similar industry.
• Demonstrated ability to succeed in a collaborative, team environment.
• Client-focused mindset with strong critical thinking and prioritization under pressure.
• Interest in investments, finance and marketing with knowledge of equity and fixed income securities.
• Strong data analytics skills; proficient with Microsoft Office; CRM or industry databases is a plus.
• 4-year undergraduate degree required.
• CFA designation a plus.

Responsibilities

• Build strong partnerships with the assigned client channel and support the US based Client Service team.
• Develop a deep understanding of clients’ objectives to deliver customized solutions and reporting.
• Field complex ongoing and ad-hoc requests regarding portfolio, compliance, and fund information.
• Collaborate with Client Service-Business Development Managers and clients on Compliance Due Diligence meetings.
• Stay current on Franklin Templeton products, investment processes and market conditions to offer solutions.
• Represent client and Relationship Manager needs in firmwide initiatives.
• Be proactive in increasing the team’s efficiency and retaining/growing business.

Skills

Client service

Team collaboration

Critical thinking

Investments knowledge

Data analytics

Microsoft Office

CRM / databases

Undergraduate degree

CFA designation

Education

Bachelor's degree required

Tools

CRM

Bloomberg

Morningstar

Job description

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. 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.

From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.

What is the Global Client Group responsible for?
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.

What are the ongoing responsibilities of a Sr. Client Service Associate?

As a Sr. Client Service Associate, your focus will be on building outstanding external and internal relationships that best support our clients’ unique investment needs and objectives. Working in an increasingly automated environment, you’ll deliver proactive analytical and organizational support to our clients and to your team of Relationship Managers. You’ll learn our business from the ground up by working closely with every department at the organization including Marketing, Product Management, Investment Management and Operations. You will play a key role in client relationships and departmental initiatives.

What you will do

• 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

As someone with experience in fast-paced customer-facing organizations, you know the principles of good service. You’re always on the look-out for better ways to serve your clients and keep their best interest at the center of everything you do. We’ll build on your outstanding communication and interpersonal skills by giving you the business insight and investment management knowledge you need to succeed. Good organizational skills, and the ability to multitask and prioritize under pressure are essential, as is attention to detail.

Entrepreneurial spirit is rewarded at Franklin Templeton. Come up with a great idea and you’ll be part of the team that delivers it. Team players who are continuous learners and are ready to dig into the details thrive as a Sr, Client Service Associate.

What you will bring

• 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

• CFA Designation a plus

This role works from our Pasadena, California office 4 days per week.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus , a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and 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) and a motivational wellbeing program. We expect the annual salary for this position to range between $100,000 - $130,000, depending on location and level of relevant experience, plus discretionary bonus.

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

Highlights of our benefits include:

• Paid Time Off : Three weeks of PTO in your first year

• Health Coverage : Competitive medical, dental, and vision insurance to support your well-being

• Retirement Savings : 401(k) plan with an 85% company match on pre-tax and/or Roth contributions, up to IRS limits

• Equity & Investing : Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

• Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

• Employee Investment Benefits : Opportunity to purchase company funds with no sales charge

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.