Sr. Client Service Associate - U.S. Institutional

What you will do: Build strong partnerships with the assigned client channel (Subadvisory, Corporations, Public Funds, Taft-Hartleys, Insurance, Consultant or Endowments & Foundations) and prospects by providing ongoing support alongside the broader US based Client Service team Develop a deep understanding of the assigned clients’ objectives and goals to deliver customized solutions, support sales opportunities, competitive analysis and product data and reporting Fielding complex ongoing and ad-hoc requests regarding portfolio, compliance, and fund information for internal and external clients on a monthly, quarterly, semi-annual, and annual basis. Collaborating with Client Service-Business Development Managers and our clients in coordinating and participating in Compliance Due Diligence meetings Stay current on Franklin Templeton and Investment Group products, investment processes and investment strategies, as well as wider market conditions, to offer clients the best possible solutions Represent your client and Relationship Manager’s needs in firmwide initiatives and departmental efforts Be proactive in finding ways to increase your team’s efficiency and effectiveness in retaining and growing business What you will bring A minimum of 3 years of client service or marketing experience in investment management or similar/adjacent industry, or four years’ relevant work experience in another industry Demonstrated ability to succeed in a collaborative, team environment Client-focused mindset with strong critical thinking and deductive reasoning skills; ability to prioritize with an appropriate sense of urgency Interest in investments, finance and marketing with a focus on client service. Solid understanding of equity and fixed income securities, operations, accounting rules and/or portfolio management a plus Strong data analytics skills; expert level with Microsoft product suite including Excel, Word, PowerPoint and other business technology applications; experience with CRM, or industry tools such as Bloomberg, MMD, Morningstar or other databases is a plus 4-year undergraduate degree required CFA Designation a plus Location and Work ScheduleThis role works from our Pasadena, California office 4 days per week.

Compensation and Benefits: We expect the annual salary for this position to range between $100,000 - $130,000, depending on location and level of relevant experience, plus discretionary bonus.

Paid Time Off: Three weeks of PTO in your first year Health Coverage: Competitive medical, dental, and vision insurance to support your well-being Retirement Savings: 401(k) plan with an 85% company match on pre‑tax and/or Roth contributions, up to IRS limits Equity & Investing: Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities Learning Education Assistance Program (LEAP): To support your ongoing growth and career advancement

Employee Investment Benefits: Opportunity to purchase company funds with no sales charge Franklin Templeton offers a comprehensive benefits package including 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 / floating holidays) and a motivational wellbeing program. Employees are also eligible for a discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. Equal Opportunity EmployerFranklin 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.