About this role
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 and diversified 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!
How You Will Add Value?
Act as the main contact for resolving client and internal inquiries.
Prepare and deliver client reports on a timely basis.
Create briefing materials for client and business development meetings.
Coordinate and finalize request‑for‑proposal submissions.
Support client account openings, maintenance and closures.
Prepare or review presentation materials.
Stay informed on products, strategies and markets to support client needs.
Contribute to firmwide and departmental initiatives that address client and team priorities.
Manage ad‑hoc client projects.
What Will Help You Be Successful in This Role?
Experience, Education & Certifications:
Minimum five years of experience in asset management or a related client‑service role
Candidates who demonstrate strong capability, attitude, and role fit are encouraged to apply.
Bachelor’s degree in Business, Finance or Economics.
Progress toward the Chartered Financial Analyst (CFA) designation or a Master of Business Administration (MBA) is an advantage.
Technical Skills:
Understanding of investment concepts, especially fixed income.
Familiarity with the asset management industry and institutional investors.
Strong analytical capabilities with advanced proficiency in Microsoft Office 365.
Experience with customer relationship management (CRM) systems or tools such as Bloomberg
Soft Skills:
Experience in delivering outstanding client service.
Strong communication and problem‑solving skills.
Ability to prioritize multiple tasks effectively.
High attention to detail and strong time management.
Ability to thrive in a collaborative team environment.
#MIDSENIORLEVEL
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. 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 them covered
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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 [email protected]. 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.
Other facts
About Franklin Templeton
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).
The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice.
All investments involve risks, including potential loss of principal.
LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers:
View our Terms and Conditions at: https://www.franklinresources.com/resources/social
©Franklin Templeton. All rights reserved.
What you'll do
- The Institutional Client Account Manager will act as the main contact for resolving client inquiries and prepare client reports. They will also coordinate proposal submissions and support client account management.
Ready to join Franklin Templeton?
Take the next step in your career journey