Franklin Templeton Investments

Senior Client Relations Analyst

Franklin Templeton Investments

San Mateo, CA, USA
Full-TimeDepends on ExperienceSenior LevelMasters
Job Description

Are you looking for an exciting opportunity to join a dynamic and reputable company in the financial industry? Look no further! Franklin Templeton Investments is seeking a highly motivated and experienced Senior Client Relations Analyst to join our team. In this role, you will have the chance to work with a diverse and talented group of professionals while using your expertise to support our clients and drive business growth. If you possess strong analytical skills, excellent communication abilities, and a passion for delivering exceptional client service, we want to hear from you! Read on to learn more about this exciting opportunity and the qualifications we are seeking in our ideal candidate.

  1. Develop and maintain strong relationships with clients by providing exceptional service and addressing their needs and concerns.
  2. Analyze client data and identify trends to make recommendations for business growth and improvement.
  3. Serve as a point of contact for clients and act as a liaison between clients and internal teams, ensuring effective communication and timely resolution of issues.
  4. Monitor and report on client satisfaction and retention rates, proactively addressing any areas of concern.
  5. Collaborate with cross-functional teams to identify and implement solutions to enhance the client experience.
  6. Stay updated on industry trends and regulatory changes to ensure compliance and provide guidance to clients.
  7. Conduct research and provide in-depth analysis to support decision-making and business strategies.
  8. Participate in client meetings and presentations, showcasing expertise and providing valuable insights to clients.
  9. Manage and prioritize a high-volume workload, meeting tight deadlines and delivering high-quality work.
  10. Mentor and train junior team members, sharing knowledge and best practices to support their growth and development.
  11. Maintain accurate and detailed records of all client interactions and activities.
  12. Continuously seek out opportunities for process improvements and efficiency gains within the client relations function.
  13. Represent the company at industry events, conferences, and networking opportunities, promoting our brand and expanding our client base.
  14. Adhere to company policies and procedures, as well as regulatory guidelines, to ensure compliance at all times.
Where is this job?
This job is located at San Mateo, CA, USA
Job Qualifications
  • Minimum Of 5 Years Experience In Client Relations Or Financial Services Industry, With A Strong Understanding Of Investment Products And Markets.

  • Bachelor's Degree In Finance, Business, Or Related Field. Advanced Degree Or Industry Certifications Preferred.

  • Proven Track Record Of Building And Maintaining Strong Relationships With Clients, Including Resolving Complex Issues And Providing Exceptional Customer Service.

  • Excellent Communication And Presentation Skills, With The Ability To Effectively Communicate Complex Financial Concepts To A Diverse Range Of Clients.

  • Strong Analytical And Problem-Solving Skills, With The Ability To Identify Trends And Provide Actionable Insights To Improve Client Satisfaction And Retention.

Required Skills
  • Financial Analysis

  • Account Management

  • Market Research

  • Negotiation

  • customer service

  • Relationship Management

  • Team Leadership

  • Sales management

  • Risk assessment

  • Portfolio analysis

  • Client communication

  • Investment Strategies

Soft Skills
  • Communication

  • Conflict Resolution

  • Emotional Intelligence

  • Leadership

  • Time management

  • creativity

  • Attention to detail

  • Teamwork

  • Adaptability

  • Problem-Solving

Compensation

According to JobzMall, the average salary range for a Senior Client Relations Analyst in San Mateo, CA, USA is between $95,000 and $120,000 per year. This range may vary depending on factors such as experience, education, and the specific company or industry the individual is working in.

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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