Senior Client Relations Analyst

At Franklin Templeton Investments, we believe in building strong relationships with our clients to help them achieve their financial goals. As a Senior Client Relations Analyst, you will play a crucial role in maintaining and enhancing the satisfaction of our valued clients. We are looking for a skilled and experienced professional who is passionate about providing exceptional client service and has a deep understanding of the investments industry. If you are a driven individual with excellent communication and problem-solving skills, we invite you to join our dynamic team.

1. Develop and maintain strong relationships with existing clients to ensure their satisfaction and loyalty to the company.
2. Proactively identify and address client needs and concerns, providing timely and effective solutions.
3. Serve as the main point of contact for clients, addressing inquiries, requests, and issues in a prompt and professional manner.
4. Collaborate with internal teams, such as sales, portfolio management, and operations, to deliver a seamless and personalized client experience.
5. Conduct regular client reviews and offer recommendations to optimize their investment portfolios.
6. Monitor client satisfaction and gather feedback to identify areas for improvement in client service and communication.
7. Stay updated on industry trends, market changes, and products to better serve clients and provide informed recommendations.
8. Maintain accurate and updated client records and documentation.
9. Assist in the onboarding of new clients and provide support throughout the process.
10. Participate in client events and presentations to showcase the company's services and maintain strong relationships.
11. Act as a mentor and resource for junior team members, providing guidance and support.
12. Adhere to regulatory guidelines and company policies to ensure compliance.
13. Continuously seek opportunities to improve processes and enhance the overall client experience.
14. Represent the company in a professional and positive manner at all times.

According to JobzMall, the average salary range for a Senior Client Relations Analyst in Boston, MA, USA is $81,000-$108,000 per year. This can vary depending on the specific company, level of experience, and other factors.

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.