Sr. Client Service Associate - U.S. Institutional

Franklin Templeton Investments; Pasadena, Northern (CA, KY); Hybrid; USD 100,000 - 130,000; Full time

Benefits offered by this job

Three weeks PTO

Comprehensive health, dental, and VIs

401(k) with company match

Employee stock investment program

LEAP education assistance

Education reimbursement

Job summary

Franklin Templeton Investments in Pasadena, CA is seeking a Sr. Client Service Associate to build strong client relationships and support Relationship Managers across Marketing, Product Management, Investment Management and Operations.

You will handle complex requests, deliver analysis, stay current on products and market conditions, and drive efficiency with the US Client Service team. Salary $100,000-$130,000 plus discretionary bonus.

Qualifications

• Minimum 3 years of client service or marketing experience in investment management or a related field.
• Bachelor's degree required; CFA designation a plus.
• Strong data analytics skills and proficiency with Microsoft Excel, Word, PowerPoint.
• Experience with CRM or industry tools such as Bloomberg, MMD, Morningstar is a plus.

Responsibilities

• Build strong partnerships with the assigned client channel and prospects by providing ongoing support.
• Develop understanding of clients' objectives to deliver customized solutions and reporting.
• Handle complex ongoing and ad-hoc requests regarding portfolio, compliance, and fund information.
• Coordinate with Client Service-Business Development Managers and clients in Compliance Due Diligence meetings.
• Stay current on Franklin Templeton products and market conditions to offer optimal solutions.
• Represent client and RM needs in firmwide initiatives and departmental efforts.
• Drive efficiency to retain and grow business.

Skills

Client service

Marketing

Data analytics

Team collaboration

Critical thinking

Investments knowledge

Education

Bachelor's degree

CFA designation a plus

Tools

CRM

Bloomberg

Morningstar

MMD

Job description

About Franklin Templeton

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.

Global Client Group Responsibilities

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.

Sr. Client Service Associate Responsibilities

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

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

Location and Work Schedule

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

Compensation and Benefits

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.

• 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 offers a comprehensive benefits package including 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. Employees are also eligible for a discretionary bonus, a 401(k) plan with a generous match, and recognition rewards.

Equal Opportunity Employer

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.