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. 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 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 Rancho Cordova, CA or St. Petersburg, FL 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 $44,000.00 – $46,500.00, depending on location and level of relevant experience, plus discretionary bonus. Benefits Highlights 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 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 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. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to View email address on click.appcast.io. In your email, please include the accommodation or adjustment you are requesting, the job title, and the 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 accommodation requests will receive a response. #J-18808-Ljbffr