Posted 2 months ago
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The Client Service Specialist will support operational setup of new accounts, manage transaction request follow-up, and assist with onboarding for Financial Advisor Services and Institutional clients. The role serves as a problem-solving partner for clients and the sales team, driven by growth in the CANVAS custom indexing platform. Strong client relationship management, multi-tasking, and communication skills are required in a fast-paced asset management environment.
- Compensation
- $95,000 – $112,000 USD
- City
- Stamford
- Country
- United States
Currency: $ (USD)
Full Job Description
O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.
For more firm information, please visit www.osam.com
What is the Client Service Specialist responsible for?
The Client Service Specialist will be responsible for assisting with the operational set-up of new accounts and transaction request follow-up for both the Financial Advisor Services and Institutional businesses. This individual will also assist with the onboarding of new clients. 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. Canvas is a revolutionary Custom Indexing platform designed to improve the relationship between asset managers and allocators.
What are the ongoing responsibilities of a Client Service Specialist?
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.
Must have the ability to be pleasantly persistent when needed.
Self‐starter.
Strong time management and organizational skills.
Team player.
Intellectual curiosity.
Strong interpersonal, as well as strong written and verbal communication skills.
What ideal qualifications, skills & experience would help someone to be successful?
Bachelor’s Degree
3-5 years of relevant work experience in a similar role.
Previous experience working in financial services and/or an asset management firm required.
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 $95,000 – $112,000.
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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 them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
*Most benefits vary by location. Ask your recruiter about benefits in your country.
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