Client Service Representative
Posted on: 23 Sep 2021
Texas City, Texas
Job Description
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 either the State of Florida or the State of Texas.
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
Subject to number of weekly hours worked
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*
Franklin Templeton Investments
San Mateo, CA
Franklin Templeton Investments has grown from being recognized as one of the best small companies in America to being considered a premier global investment management organization. We offer clients a valuable perspective shaped by our seven decades of experience, investment expertise and growing global reach. The company was founded in 1947 in New York by Rupert H. Johnson, Sr., who ran a successful retail brokerage firm from an office on Wall Street. He named the company for US founding father Benjamin Franklin because Franklin epitomized the ideas of frugality and prudence when it came to saving and investing. The company's first line of mutual funds, Franklin Custodian Funds, was a series of conservatively managed equity and bond funds designed to appeal to most investors.
We have the strength that comes with size. And the insight that comes from seven decades of investing experience.
We maintain a long-term perspective in everything we do and run our business with the same level of discipline we apply to asset management. As a result, our credit ratings are among the highest in the industry.
Our business is diversified by client type and geography. In fact, over 50% of our sales are derived from outside the U.S4. We also maintain substantial liquid cash and investments which give us the flexibility to invest in ongoing innovation for our customers.
We believe these characteristics make us an ideal long-term partner in asset management.
Our strategies are managed by specialized investment teams comprised of more than 600 investment experts around the globe1. These teams are supported by an independent risk management group to ensure investment risks are optimized – not simply minimized.
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IndustryAccounting/Finance
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No. of Employees9,700
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Website
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Jobs Posted396
