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! 

HYBRID schedule in office – 3-4 days per week

Please submit your resume in English.

ABOUT THE DEPARTMENT

The Institutional Sales & Service team supports clients across the Institutional and strategic relationship and distribution (SRD) channels throughout the full client lifecycle. The group partners closely with Sales and Relationship Managers to deliver responsive, high-quality service that strengthens client relationships and supports long-term asset retention. Team members work collaboratively across functions, delivering service excellence with efficiency in a fast-paced, client-facing environment.

HOW YOU WILL ADD VALUE

Core Responsibilities

• You will deliver consistent, high-quality service to institutional clients.

• You will respond to client inquiries and service requests promptly.

• You will resolve issues by partnering with internal teams.

• You will maintain strong, ongoing client relationships.

• You will support asset retention through effective servicing.

Operational & Coordination Responsibilities

• You will manage client deliverables and presentation materials.

• You will ensure timelines and deadlines are consistently met.

• You will coordinate requests for proposals (RFPs) and due diligence questionnaires (DDQs).

• You will ensure responses are accurate and submitted on time.

• You will address account-related issues through cross-functional coordination.

Strategic & Compliance Support

• You will partner with Sales and Relationship Managers to support business goals.

• You will maintain accurate client records in customer relationship management systems.

• You will support compliance reviews and regulatory requirements.

• You will contribute to special projects and initiatives as needed.

WHAT WILL HELP YOU BE SUCCESSFUL IN THIS ROLE

Experience, Education & Certifications

• University degree or equivalent relevant financial services industry experience.

• 5 years’ experience in the fund manager, bank, or securities industry essential; prior knowledge of investment management processes from a servicing or operational perspective preferred.

• Fluency in English – spoken and written, is essential. French fluency is a plus.

• Canadian Securities Course preferred.

Technical Skills

• Proficiency with Microsoft PowerPoint, Excel, and Word.

Soft Skills

• A sales/ marketing mindset with the ability to identify client needs and position solutions that address those needs.

• Strong multi-tasker who can respond rapidly and effectively to requests, with adherence to established time frames and schedules; ability to organize and prioritize workflow to meet internal and external deadlines.

• Strong written and verbal communication skills.

• Ability to work independently and collaboratively.

• High attention to detail and confidentiality.

Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus (delete as appropriate), and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering ) and a motivational wellbeing program. We expect the annual salary for this position to range between $50,000 - $54,600, depending on location and level of relevant experience, plus discretionary bonus.

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.

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 your needs covered.

Highlights of our benefits include:

• Flexible medical, dental and vision insurance

• Corporate Pension Plan

• Employee Stock Investment Program

• Purchase company funds with no sales charge

• Competitive vacation package that includes three annual personal days

• Company paid short-term and long-term Disability Insurance

• Education assistance

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 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, due to a medical condition or disability, 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 of the position 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.

This posting is for an existing vacancy.

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