Client Service Manager, Business Development

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Client Service Manager, Business Development

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 Relations Manager responsible for?

We are currently seeking a Client Relations Manager to support the Retirement, Insurance, and 529 National Account team. The position primarily entails supporting the day-to-day needs of assigned Strategic Account Directors and home office clients of the Retirement & Insurance channel, as well as managing cross-functional initiatives.

The ideal candidate will be a motivated self-starter with high client service standards and who always puts team success first.

What are the ongoing responsibilities of a Client Relations Manager?

Business as usual client service support :

• Ability to manage a high volume of monthly, quarterly, annual and ad hoc client deliverables with a knowledgeable, systematic and efficient approach.
• Support the client acquisition process from the initial RFP stage to contract execution and operational onboarding.
• Manage client communication process (home office and internal communications) to ensure smooth and consistent delivery of updates, including but not limited to product changes and product launches.
• Partner with Sales Manager(s) to author business plans, strategy presentations and client activity guides.
• Function as an extension of the Strategic Account Director with business partners.
• Coordinate materials for client meetings.
• Provide regular updates to the status of various business initiatives including business pipeline, platform availability and client conference calendars.

Proactive client service support :

• Obtain in-depth knowledge of assigned partner firms, including but not limited to, understanding platforms, product availability, pending shelf space opportunities and firm research themes.
• Act as a client advocate across cross-functional teams through critical thinking and problem resolution.
• Anticipate the needs of clients and continuously work to evolve the overall client experience.

Client Engagement :

• Develop client relationships by providing back-up support for assigned Strategic Account Directors and serving as primary point of contact for routine and ad hoc inquiries.
• Coordinate and participate on client calls and attend client conferences / meetings as needed.

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor's Degree or equivalent experience.
• Minimum of 5+ years industry experience preferred, with a meaningful understanding of the investment industry.
• Motivated self-starter who can deal with changing requirements in a fast-paced environment; able to creatively implement strategic and tactical initiatives.
• Solid project management expertise and excellent verbal / written communication skills.
• A team player with outstanding interpersonal, time management and efficiency skills.
• Comfortable with managing a high volume of requests with timely turnaround.

Franklin Templeton offers employees a competitive and valuable range of total rewards monetary and non-monetary designed to support the whole person and to recognize their time, talents, and results.

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks.

We expect the salary for this position to range between $90,000.00- $120,000.00.

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.

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.

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