Franklin Templeton · 3 days ago
Client Representative, Global Shareholder Services
St. Petersburg, FL
Full-time
Onsite
New Grad, Entry Level
$40K/yr - $42K/yrFranklin Templeton is advancing the investment industry with innovative solutions that help clients achieve their goals. The role involves supporting financial professionals and shareholders by delivering professional client interactions and ensuring compliance in financial transactions.
Financial ServicesHedge FundsProfessional ServicesWealth Management
Hiring Manager
Jennifer Blum
Responsibilities
Deliver professional, confidential client interactions
Provide world-class service with strong product knowledge
Ensure compliance and process financial/non-financial transactions accurately
Participate in training programs and mentoring sessions
Qualification
Required
Customer service experience
Bachelor's degree or equivalent
Interest in financial services and investment management
Strong communication skills, attention to detail, and ability to multitask
Tech-savvy and eager to learn new systems
Benefits
401(k) with generous company match
Tuition reimbursement
Health, dental, and vision insurance
Paid time off, parental leave, and more
Company
Franklin Templeton
Franklin Templeton is a investment firm that offers mutual funds for individuals and institutions.
Founded in 1947
5001-10000 employees
Funding
Current Stage
Late StageLeadership Team
Jenny Johnson
President and CEO
Jennifer Johnston
Senior Vice President and Director of Municipal Bond Research
Recent News
Silicon Republic
2026-01-08
2026-01-08
Company data provided by crunchbase