Client Service Representative – Bilingual Spanish (work from home in Florida or Texas)
Franklin Templeton
2021-09-22T19:16:32Z
San Mateo
California
United States
Customer Service / Call Center
(No Timezone Provided)
Job 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 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 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 Client Service Representative supports the company in delivering a positive customer experience in a metric driven environment. They are responsible for protecting the best interest of the customers, the funds and Franklin Resources, Inc. as well as Franklin Templeton.
In this role, interactions with customers may occur via electronic or written correspondence and incoming or outgoing telephone calls while working remotely in Florida or Texas. Additionally, training for this role will be virtual.
What would a typical day consist of?
Answers routine customer inquiries, articulates customer concerns/problems and contributes to solutions within scope of work via inbound and outbound calls. Asks appropriate questions to address customer needs and ensure a positive customer experience. Verifies customer requests to ensure information is correct and in good order, and takes appropriate action. Processes routine monetary and non-monetary requests on Franklin Templeton business systems. Reviews and applies information from internal communication platforms regarding new products, market conditions and regulatory requirements to stay current and operate in the best interest of the customer, funds and enterprise. Detects potential signs of fraudulent and/or suspicious activity and takes appropriate action with guidance. What will make someone successful in this role?
Bachelor’s degree or equivalent experience. Equivalent experience should include working for a minimum of four years in a customer service environment, preferably some of that time in a Transfer Agency or Call Service Center where customer interaction is a critical component of the job. Ability to handle a high volume of telephone calls and meet productivity and utilization targets. Ability to multi-task using various systems to address customer needs. Bilingual (English & Spanish) is mandatory. Investment industry experience desired. Must have a dedicated and secure workspace with ethernet access to high-speed internet. Must work and reside in either the State of Florida or the State of Texas. 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 —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: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* *Only applicable at certain locations
Client Service Representative – Bilingual Spanish (work from home in Florida or Texas)
Customer Service / Call Center
Job 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 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 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 Client Service Representative supports the company in delivering a positive customer experience in a metric driven environment. They are responsible for protecting the best interest of the customers, the funds and Franklin Resources, Inc. as well as Franklin Templeton.
In this role, interactions with customers may occur via electronic or written correspondence and incoming or outgoing telephone calls while working remotely in Florida or Texas. Additionally, training for this role will be virtual.
What would a typical day consist of?
Answers routine customer inquiries, articulates customer concerns/problems and contributes to solutions within scope of work via inbound and outbound calls. Asks appropriate questions to address customer needs and ensure a positive customer experience. Verifies customer requests to ensure information is correct and in good order, and takes appropriate action. Processes routine monetary and non-monetary requests on Franklin Templeton business systems. Reviews and applies information from internal communication platforms regarding new products, market conditions and regulatory requirements to stay current and operate in the best interest of the customer, funds and enterprise. Detects potential signs of fraudulent and/or suspicious activity and takes appropriate action with guidance. What will make someone successful in this role?
Bachelor’s degree or equivalent experience. Equivalent experience should include working for a minimum of four years in a customer service environment, preferably some of that time in a Transfer Agency or Call Service Center where customer interaction is a critical component of the job. Ability to handle a high volume of telephone calls and meet productivity and utilization targets. Ability to multi-task using various systems to address customer needs. Bilingual (English & Spanish) is mandatory. Investment industry experience desired. Must have a dedicated and secure workspace with ethernet access to high-speed internet. Must work and reside in either the State of Florida or the State of Texas. 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 —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: Three weeks paid time off the first year Medical, dental and vision insurance 401(k) Retirement Plan with 75% company match on your pre-tax and/or Roth contributions, up to the IRS limits Employee Stock Investment Program Tuition Assistance Program Purchase of company funds with no sales charge Onsite fitness center and recreation center* Onsite cafeteria* *Only applicable at certain locations