Institutional Sales & Service Associate

Posted 26 July 2023

Institutional Sales & Service Associate at Franklin Templeton Investments Corp.

Sales & Trading Full-time Toronto

Experience: Mid-Level
Education Required: University degree or equivalent relevant financial services industry experience
Salary Range: Not Specified

Close date: 23 September 2023

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Position Description

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

The Institutional Sales & Service Associate will be client focused and responsible for providing high-quality service to Institutional clients, in close partnership with various internal stakeholders.

What are the ongoing responsibilities of the role?:

  • Day-to-day management of client relationships for Institutional clients in Canada.
  • Manage and respond to requests from clients, collaborating with internal partners to ensure client’s expectations are met and responses are handled professionally and efficiently.
  • Provide insights to the distribution team to improve the client experience and develop process efficiencies.

Sales & Service Support

  • Manage workflow of RFPs and DDQs received by Franklin Templeton to ensure completeness and accuracy of response.
  • Coordinate due diligence, client meetings and presentations, reporting, and other materials as required for clients, consultants and prospects.
  • Build relationships with Institutional clients, understand client requests, respond to inquiries and provide value-add support to the Sales team – establishes oneself as a secondary contact.
  • Proactively work with Institutional relationship managers to provide sales/client support, include updating clients/prospects contact information as required on CRM.
  • Support regular compliance review exercise, as well as maintaining servicing related client contact information on CRM.
  • Take ownership of delivering best client engagement experience and open to workflows change ideas to drive efficiencies.
  • Ad-hoc support as needed to support Canada Distribution.

What makes Franklin Templeton 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:

  • 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

Franklin Templeton Investments Corp. is committed to providing accommodations for persons with disabilities. If you require accommodation, we will work with you to meet your needs.

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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to [email protected] . In your email, please include the accommodation you are requesting and the job title and 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 requests for accommodations will receive a response.

Required Skill / Experience

  • University degree or equivalent relevant financial services industry experience
  • 5 years’ experience in the mutual fund, banking, or securities industry
  • Canadian Securities Course preferred.
  • Bilingual (French/English) is considered a strong asset.
  • A sales/ marketing mindset with the ability to identify client needs and position solutions that address those needs.
  • Strong interpersonal, verbal, and written communication skills.
  • Ability to work independently and within a team environment.
  • Strong multi-tasker who can respond rapidly and effectively to requests.
  • Positive and proactive approach
  • Strong computer proficiency, including with Microsoft Office applications – PowerPoint, Excel and Word
  • Adhere to established time frames and schedules; ability to organize and prioritize workflow to meet internal and external deadlines.
  • Ability to maintain client confidentiality.

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