Global Sales Support Associate (Client Service Associate)

  • Competitive
  • Saint Petersburg, FL, USA Saint Petersburg FL US
  • Permanent, Full time
  • Franklin Templeton Investments
  • 19 Mar 18 2018-03-19

Global Sales Support Associate (Client Service Associate)

Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.

For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people. We're currently looking for qualified candidates to join our team.

What is the Global Sales Support Associate (Client Service Associate) responsible for?

The primary responsibilities of this position are to drive the execution of client requests from FT's Global Financial Institutions Group. This is a global role requiring interaction with internal leaders and clients around the world, helping to grow and evolve this newly-formed IAS Retail Channel group.

What are the ongoing responsibilities of a Global Sales Support Associate (Client Service Associate)?

Client Service

  • Respond to internal enquires, on funds and products, ensuring all interaction with our Global Financial Institutions and Key Accounts is handled professionally and efficiently.
  • Organize conference calls with portfolio and/or product management, client meetings, client webinars, due diligence events and conferences for clients. Assist Portfolio Managers and Sales coordinate client review meetings working with the Events team.
Reporting and Product Placement
  • Ensure department meets or exceeds all defined client reporting deadlines. Develop processes to enhance reporting function within department (quantitative & qualitative). Help build out framework of necessary reports for IAS Retail Channel team.
  • Work closely with the internal portfolio construction team, to compare and contrast our investment strategies against competitive strategies and help to identify where FT has an advantage, leading to product positioning on discretionary platforms.
  • Assist GFIG team by observing the key themes outlined in FT research reports and white papers, and aligning these themes with product opportunities we have at GFIs and Key Accounts.

What ideal qualifications, skills & experience would help someone to be successful?
  • Post-secondary education or equivalent job experience
  • 5 years+ financial services experience
  • Strong knowledge of financial markets, business analysis
  • Strong conceptual skills and communication skills, ability to work on complex projects in a matrixed environment
  • Experience in client-focused work within financial industry
What makes Franklin Templeton Investments 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

* 401(k) Retirement Plan with 75% company match, 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

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 values , 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. Take some time to, meet some of our people , and see what it means to say, "I AM Franklin Templeton".

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.