Client Service Team Lead Position Available In Bennington, Vermont

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! What is the Client Service Team Lead responsible for? The Client Service Team Lead will be responsible for managing a team of operational onboarding specialists who are responsible for the operational set-up of new accounts, account transition analysis, and transaction request follow-up primarily for the Retail and Financial Advisor Services. This individual will also have oversight of relationship management for smaller relationships. In this capacity, the successful candidate or a member of their team will be the key contact for these relationships and a resource for ad-hoc client requests. The successful candidate will be considered a key problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth with our Canvas offering in the Retail space. Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators. This is an exciting opportunity to build a team and fill a key role in the organization. What are the ongoing responsibilities of a Client Service Team Lead? Team management. Develop operational expertise and maintain ongoing best-practice documentation. Ability to effectively problem solve in a timely manner. Must maintain a strong working relationship with both internal and external clients. Superior work ethic. Comfortable working in a fast-paced environment. Ability to manage multiple tasks effectively. Excellent people manager. Must have the ability to be pleasantly persistent when needed. Self‐starter. Strong time management and organizational skills. Must be comfortable working as a player-coach. Intellectual curiosity. Strong interpersonal, as well as strong written and verbal communication skills. Escalation contact for issue resolution. What ideal qualifications, skills & experience would help someone to be successful? Bachelor’s Degree 6+ years of relevant work experience in a similar role. Previous experience working in financial services and/or an asset management firm required. Experience working for a direct indexing provider in a client service or operational capacity, a plus. Proven team management/leadership experience. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. 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. We expect the salary for this position to range between USD $125,000 – $140,000. #MID_SENIOR_LEVEL #LI-Hybrid 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. Hear more from our employees 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. Learn more about the wide range of benefits we offer at Franklin Templeton.

Highlights of our benefits include:

Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with a generous company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Reimbursement for certain education expenses Purchase of company funds with no sales charge Onsite fitness center and recreation center• Onsite cafeteria•Only applicable at certain locations 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 accommodations@franklintempleton.com. 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. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value perspectives brought by global diversity. And, although we are all different, we have one thing in common: we are dedicated to what we do. So whether you’re starting your career journey, are well on your way, or are seeking a new direction, you’ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry! Get to know us better