Client Representative - Global Shareholder Services

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.

Come join us in delivering better outcomes for our clients around the world!

About the Department

Franklin Templeton’s Service Delivery team supports Financial Professionals and Shareholders by focusing on simplicity, innovation, and continuous improvement. The department leverages talent and industry partnerships to deliver exceptional service. Team members collaborate in a dynamic environment, gaining valuable experience and growth opportunities.

How You Will Add Value You will:

• Deliver professional, confidential client interactions
• Provide world‑class service using strong product and process knowledge
• Ensure compliance and complete financial and non‑financial transactions accurately
• Participate in training programs and weekly mentoring sessions

What Will Help You Be Successful in This Role Experience, Education & Certifications

• Customer service experience
• Bachelor’s degree or equivalent education and experience.
• Understanding of financial services or a genuine interest in learning about the investment management industry.

Technical & Soft Skills

• Strong written and verbal communication skills.
• Attention to detail, ability to multi‑task, and prioritize.
• Proficient with computers and ability to learn new systems quickly.

Work Schedule & Location

This role is hybrid, working in St. Petersburg, FL or Rancho Cordova, CA offices on Tuesday, Wednesday and Thursday. Scheduled work hours are within the call center hours of operation, Monday–Friday, 8:30 am–8:00 pm ET.

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 $40,500.00 – $42,500.00, depending on location and level of relevant experience, plus discretionary bonus.

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.

By joining us, you will become part of a culture that focuses on employee well‑being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well‑being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered.

Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

• Three weeks paid time off the first year
• Medical, dental, and vision insurance
• 401(k) Retirement Plan with 85% company match on your pre‑tax…