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Putnam Transfer Agency - Investor Services Internship
internshipMassachusetts

Summary

Location

Massachusetts

Type

internship

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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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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!

Investor Services Internship

Location: Fully Remote (Andover, MA)

The Investor Services Internship (ISI) position is an excellent internship opportunity in our Client Solutions Center (CSC). This opportunity offers an exciting and rewarding internship experience in financial services! The ISI will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton’s shareholders and advisors. In this role, you will have the opportunity to learn about the mutual fund industry and the suite of products and services offered by Franklin Templeton in the financial services arena, while being part of an award-winning team. The ISI position offers a robust training program in addition to on-going weekly mentoring and support from your management team and peers.

Students will learn to:

  • Interact daily with financial advisors and individual investors while applying a strong knowledge of Franklin Templeton’s products, procedures, and services
  • Demonstrate a high level of professionalism and confidentiality
  • Adhere to legal requirements and utilize product knowledge to facilitate financial and non- financial transactions in a complete and accurate manner
  • Actively participate in new hire training and on-going training as deemed necessary, as well as weekly mentoring sessions with your management team

Candidate Requirements:

  • Undergraduate student
  • Minimum of 15 hours per week required based upon a minimum of 20 hours of availability
  • Students will start training in June and are required to work through the Summer and the Fall semester with the possibility of extending employment
  • Previous client/customer service work experience preferred
  • Exceptional attention to detail and ability to successfully multi-task and prioritize responsibilities
  • Strong verbal and written communication skills
  • Flexibility to work varying schedules between 8:00 am – 8:00 pm ET, Monday – Friday (post training)
  • Training will begin in June and will be 8:00 am – 5:00 pm ET, Monday – Friday
  • This is a fully remote position and must have the ability to work within 25 feet of a router

 How to get started:

  • Apply via the link provided in Handshake for the Investor Services Internship
  • Contact Mike Blair, Sr. Operations Supervisor ([email protected]) to express your interest and/or ask any questions
  • Franklin Templeton will contact you with next steps
  • Practice for your professional interview

At Franklin Templeton, we are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We ensure that individuals with different abilities are provided reasonable accommodation to participate in the job applicant process. We strive to hire, develop, and retain the most hardworking individuals by valuing the varied skills that they bring!

Ready to make moves? Apply today!

When applying, please be sure to attach your resume. Applications without a resume file attachment will not be reviewed.

Due to the large volume of applications anticipated, we may not be able to personally contact every applicant. If you are interested in applying to more than one Franklin Templeton internship, please apply for other internships that pique your interest.

Compensation Range: This is a full-time internship where students will work approximately 35-40 hours per week and earn competitive hourly pay of $18 USD per hour. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. 

What makes Franklin Templeton unique?

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for 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. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to [email protected] . In your email, please include the accommodation you are requesting and the job title and 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 requests for accommodations will receive a response.

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.

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 [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

Tech stack
Attention To Detail,Customer Service,Communication Skills,Multi-tasking,Professionalism,Confidentiality,Product Knowledge,Financial Transactions

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.

Team size: 5,001-10,000 employees
LinkedIn: Visit
Industry: Financial Services
Founding Year: 1947

What you'll do

  • The Investor Services Intern will interact daily with financial advisors and individual investors, applying knowledge of Franklin Templeton’s products and services. They will also participate in training and mentoring sessions to enhance their skills and knowledge in the financial services industry.

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Frequently Asked Questions

What does a Putnam Transfer Agency - Investor Services Internship do at Franklin Templeton?

As a Putnam Transfer Agency - Investor Services Internship at Franklin Templeton, you will: the Investor Services Intern will interact daily with financial advisors and individual investors, applying knowledge of Franklin Templeton’s products and services. They will also participate in training and mentoring sessions to enhance their skills and knowledge in the financial services industry..

Why join Franklin Templeton as a Putnam Transfer Agency - Investor Services Internship?

Franklin Templeton is a leading Financial Services company.

Is the Putnam Transfer Agency - Investor Services Internship position at Franklin Templeton remote?

The Putnam Transfer Agency - Investor Services Internship position at Franklin Templeton is based in Massachusetts, United States. Contact the company through Clera for specific work arrangement details.

How do I apply for the Putnam Transfer Agency - Investor Services Internship position at Franklin Templeton?

You can apply for the Putnam Transfer Agency - Investor Services Internship position at Franklin Templeton directly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process. You can also learn more about Franklin Templeton on their website.