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Private Client Service Associate (Wealth Management)

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Franklin Templeton

Feb 10

  • Job
    Full-time
    Junior, Mid & Senior Level
  • Sales & Business Development
  • Toronto
  • Quick Apply

AI generated summary

  • You need a degree or relevant experience, 2-6 years in financial services, strong communication skills, a sales mindset, and the ability to work independently and in a team. Hybrid schedule.
  • You will assist clients with account management, respond to inquiries, support portfolio managers, prepare meeting materials, and coordinate sales activities.

Requirements

  • University or College degree or equivalent relevant financial services experience
  • 2-6 years of financial services experiences (e.g. in the mutual fund, banking, wealth management, or securities industry)
  • Canadian Securities Course preferred
  • Bilingual (English / French) preferred but not required
  • A sales and marketing mindset with the ability to identify client needs and position solutions that address those needs
  • Strong interpersonal, verbal, and written communication skills
  • Ability to work independently and within a team environment
  • Strong multi-tasker who can respond rapidly and effectively to requests
  • Positive and proactive approach
  • Ability to maintain confidentiality
  • Ability to work in the office three days per week (hybrid work schedule)

Responsibilities

  • Client Service: Assist with a variety of tasks, including requests for proposals, account opening, coordinating client meetings, proactive service activities, preparing meeting material, responding to client inquiries, process documents and correspondence.
  • Manage and respond to requests from clients, working with internal partners to ensure client’s expectations are met and responses are handled professionally and efficiently
  • Support a team, including the Associate Portfolio Managers and Portfolio Managers with a variety of daily tasks, special initiatives and projects.
  • Provide insights to the distribution team to improve the client experience and develop process efficiencies.
  • Trade/Account Management: Responsibilities include account set-up, fee and performance reporting, trade submissions, coordinate/track compliance and audit requirements.
  • Sales Support: Coordinate sales meetings, preparing presentations and sales materials.

FAQs

What is the job title for this position?

The job title is Private Client Service Associate (Wealth Management).

What are the primary responsibilities of a Private Client Service Associate?

The primary responsibilities include assisting with client service tasks, managing client inquiries, supporting the client service team, handling trade/account management, and coordinating sales support activities.

What qualifications are required for this position?

A university or college degree or equivalent relevant financial services experience is required, along with 2-6 years of financial services experience, preferably in the mutual fund, banking, wealth management, or securities industry.

Is there a preference for additional qualifications?

Yes, the Canadian Securities Course is preferred, and being bilingual in English and French is also preferred but not required.

What is the salary range for this position?

The base salary for this position is expected to range between $45,000 and $55,000.

Is there an emphasis on teamwork in this role?

Yes, the role requires the ability to work both independently and within a team environment, collaborating closely with client service teams and other departments.

What kind of work schedule is expected for this position?

The position requires the ability to work in the office three days per week as part of a hybrid work schedule.

Are there opportunities for professional development and learning at Franklin Templeton?

Yes, Franklin Templeton provides employees with tools, resources, and learning opportunities to excel in their career and personal life.

What is the company's stance on diversity and inclusion?

Franklin Templeton is committed to fostering a diverse and inclusive environment, providing equal employment opportunities to all applicants.

Will accommodation be provided for applicants with specific needs?

Yes, individuals requesting accommodations for the application process can send an email to accommodations@franklintempleton.com, and they will receive a response regarding their request.

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Franklin Templeton

Global asset manager focused on delivering better client outcomes for over 75 years. Hello progress.

Finance
Industry
5001-10,000
Employees
1947
Founded Year

Mission & Purpose

Franklin Resources, operating under the brand name Franklin Templeton, is a global investment management company headquartered in San Mateo, California. Their primary objective is to provide investment solutions and expertise to individual and institutional investors worldwide. With a legacy spanning over seven decades, their ultimate mission is to deliver exceptional investment results while maintaining the highest level of integrity and commitment to their clients. Franklin Templeton aims to empower investors to achieve their financial goals by offering a wide range of investment products, including mutual funds, exchange-traded funds (ETFs), and discretionary portfolios, while adhering to their core values of putting clients first, acting with accountability and transparency, and fostering a culture of collaboration and innovation. Their purpose is to help investors navigate the complexities of the financial markets and make informed investment decisions that align with their long-term objectives.