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Investor Services Internship

Remote:

Full Remote

Contract:

Internships

Experience:

Entry-level / graduate

Work from:

Massachusetts (USA), United States

Offer summary

Qualifications:

Undergraduate student, Previous client/customer service experience preferred, Ability to work 15-20 hours per week, Strong verbal and written communication skills.

Key responsabilities:

Interact with financial advisors and individual investors
Participate in training and mentoring sessions

Franklin Templeton Financial Services XLarge https://www.franklinresources.com/

5001 - 10000 Employees

See more Franklin Templeton offers

Job description

Investor Services Internship (Andover, MA)

The Investor Services Internship (ISI) position is an excellent internship opportunity in our Client Solutions Center (CSC). This opportunity offers an exciting and rewarding internship experience in financial services! The ISI will work in a collaborative, innovative in-bound call center that strives to promote world class service to Franklin Templeton’s shareholders and advisors. In this role, you will have the opportunity to learn about the mutual fund industry and the suite of products and services offered by Franklin Templeton in the financial services arena, while being part of an award-winning team. The ISI position offers a robust training program in addition to on-going weekly mentoring and support from your management team and peers.

Students will learn to:

· Interact daily with financial advisors and individual investors while applying a strong knowledge of Franklin Templeton’s products, procedures, and services

· Demonstrate a high level of professionalism and confidentiality

· Adhere to legal requirements and utilize product knowledge to facilitate financial and non- financial transactions in a complete and accurate manner

· Actively participate in new hire training and on-going training as deemed necessary, as well as weekly mentoring sessions with your management team

Candidate Requirements:

· Undergraduate student

· Minimum of 15 hours per week required based upon a minimum of 20 hours of availability

· Students will start training in June and are required to work the full Fall semester with the possibility of extending employment

· Previous client/customer service work experience preferred

· Exceptional attention to detail and ability to successfully multi-task and prioritize responsibilities

· Strong verbal and written communication skills

· Flexibility to work varying schedules between 8:00 am – 8:00 pm ET, Monday – Friday (post training)

· Training will begin in June and will be 8:00 am – 5:00 pm ET, Monday – Friday

· This is a fully remote position and must have the ability to work within 25 feet of a router

How to get started:

· Apply via the link provided in Handshake for the Investor Services Internship

· Contact Mike Blair, Sr. Operations Supervisor (Mike.Blair@franklintempleton.com) to express your interest and/or ask any questions

· Franklin Templeton will contact you with next steps

· Practice for your professional interview

At Franklin Templeton, we are committed to a diverse workforce and take positive steps to ensure equal opportunity in our recruitment process. We ensure that individuals with different abilities are provided reasonable accommodation to participate in the job applicant process. We strive to hire, develop, and retain the most hardworking individuals by valuing the varied skills that they bring!