Franklin Templeton Investments

Senior Client Relations Analyst

Franklin Templeton Investments

New York, NY, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you a skilled communicator and relationship builder with a strong passion for the financial industry? Do you have experience in client relations and a deep understanding of investment products? If so, Franklin Templeton Investments is seeking a Senior Client Relations Analyst to join our team. In this role, you will be responsible for managing and enhancing relationships with our clients, providing exceptional service and support, and collaborating with internal teams to drive business growth. We are looking for a dynamic and experienced professional who is dedicated to delivering superior client experiences. If this sounds like you, read on for more details on the qualifications and responsibilities for this exciting opportunity.

  1. Manage and enhance relationships with existing clients, ensuring their satisfaction and loyalty to the company.
  2. Serve as the main point of contact for clients, providing exceptional service and support.
  3. Utilize strong communication and relationship building skills to effectively address client needs and concerns.
  4. Develop and maintain a deep understanding of investment products offered by the company.
  5. Collaborate with internal teams, such as sales and marketing, to identify opportunities for business growth.
  6. Conduct regular meetings and presentations with clients to discuss investment strategies and performance.
  7. Stay up-to-date on industry trends and changes, and provide insights and recommendations to clients.
  8. Maintain accurate and detailed records of all client interactions and transactions.
  9. Identify and resolve any issues or concerns raised by clients in a timely and professional manner.
  10. Act as a brand ambassador for the company, representing our values and commitment to excellence in all client interactions.
Where is this job?
This job is located at New York, NY, USA
Job Qualifications
  • Bachelor's Degree In Business Administration, Economics, Finance, Or Related Field.

  • Minimum Of 5 Years Of Experience In Client Relations Or Financial Services Industry.

  • Strong Understanding Of Investment Products, Financial Markets, And Industry Regulations.

  • Excellent Communication And Interpersonal Skills To Effectively Manage Client Relationships.

  • Ability To Analyze And Interpret Data, And Provide Insights And Recommendations To Clients.

Required Skills
  • Financial Analysis

  • Strategic Planning

  • Market Research

  • Problem Solving

  • Relationship Management

  • Team Leadership

  • Client communication

  • Cross-Functional Collaboration

  • Client Retention

  • Client

  • Account Maintenance

  • Investment Knowledge

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Critical thinking

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Client Relations Analyst in New York, NY, USA is $64,000 - $104,000 per year. This range can vary based on factors such as the industry, company size, and experience level. Some companies may also offer bonuses or additional benefits as part of the compensation package.

Additional Information
Franklin Templeton Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based upon race, religion, color, national origin, sex, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Required LanguagesEnglish
Job PostedJuly 19th, 2024
Apply BeforeMay 22nd, 2025
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About Franklin Templeton Investments

Franklin Resources, Inc. is a holding company, which engages in the provision of financial and investment management operations. It offers fund administration, sales, distribution, marketing, shareholder servicing, trustee, custody, and fiduciary services.

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