At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
The Client Service Representative supports the company in delivering a positive customer experience in a metric driven environment. They are responsible for protecting the best interest of the customers, the funds and Franklin Resources, Inc. as well as Franklin Templeton.
In this role, interactions with customers may occur via electronic or written correspondence and incoming or outgoing telephone calls while working remotely in Florida. Additionally, training for this role will be virtual.
What would a typical day consist of?
- Answers routine customer inquiries, articulates customer concerns/problems and contributes to solutions within scope of work via inbound and outbound calls.
- Asks appropriate questions to address customer needs and ensure a positive customer experience.
- Verifies customer requests to ensure information is correct and in good order, and takes appropriate action.
- Processes routine monetary and non-monetary requests on Franklin Templeton business systems.
- Reviews and applies information from internal communication platforms regarding new products, market conditions and regulatory requirements to stay current and operate in the best interest of the customer, funds and enterprise.
- Detects potential signs of fraudulent and/or suspicious activity and takes appropriate action with guidance.
What will make someone successful in this role?
- Bachelor’s degree or equivalent experience. Equivalent experience should include working for a minimum of four years in a customer service environment, preferably some of that time in a Transfer Agency or Call Service Center where customer interaction is a critical component of the job.
- Ability to handle a high volume of telephone calls and meet productivity and utilization targets.
- Ability to multi-task using various systems to address customer needs.
- Bilingual (English/Spanish) a plus.
- Investment industry experience desired.
- Must have a dedicated and secure workspace with ethernet access to high-speed internet.
- Must work and reside in the State of Florida.
What makes Franklin Templeton unique?
In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
Highlights of our benefits include:
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits
- Employee Stock Investment Program
- Tuition Assistance Program
- Purchase of company funds with no sales charge
- Onsite fitness center and recreation center*
- Onsite cafeteria*
*Only applicable at certain locations
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton”.
Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing 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. We invite you to visit us at http://www.franklintempletoncareers.com/ to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com. In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.
