What are the responsibilities and job description for the Supervisor - Global Shareholder Services position at Franklin Templeton?
At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
About The Department
Global Shareholder Services supports Financial Professionals and Shareholders through efficient, compliant service delivery. The team embraces innovation and continuous improvement, operating with a modern model that combines internal expertise and external partnerships. Team members collaborate in a dynamic environment that values simplicity and growth, offering opportunities to contribute meaningfully and develop professionally.
How You Will Add Value
Core Responsibilities
What Will Help You Be Successful in This Role
Standard hours: 8:30am – 5pm local time
Work arrangement: Hybrid, on site Tuesday, Wednesday and Thursday in Rancho Cordova, CA
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000.00 - $88,000.00, depending on location and level of relevant experience, plus discretionary bonus.
#MID_SENIOR_LEVEL
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights Of Our Benefits Include
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Come join us in delivering better outcomes for our clients around the world!
About The Department
Global Shareholder Services supports Financial Professionals and Shareholders through efficient, compliant service delivery. The team embraces innovation and continuous improvement, operating with a modern model that combines internal expertise and external partnerships. Team members collaborate in a dynamic environment that values simplicity and growth, offering opportunities to contribute meaningfully and develop professionally.
How You Will Add Value
Core Responsibilities
- Supervise a team of client representatives, providing guidance, mentorship, and ongoing training to ensure optimal team performance.
- Ensure compliance with all regulatory policies, industry standards, and internal operating procedures within the transfer agent environment.
- Conduct call monitoring to identify gaps and/or issues and implement corrective actions as needed.
- Act as the primary escalation point for complex client inquiries and operational issues, providing clear resolution and maintaining high standards of client satisfaction.
- Coordinate with other departments, such as compliance, legal, and IT, to streamline workflow and support organizational objectives.
- Monitor daily call volume, assign tasks, and set priorities to meet daily call service level agreements and department goals.
- Generate, analyze, and present operational reports and metrics to senior management.
- Participate in recruiting, hiring, and onboarding of new staff within the FAST. [expand acronym]
- Facilitate regular team meetings, distribute updates on policy changes, and foster open communication within the group.
- Identify opportunities for process improvement and implement best practices to drive operational efficiency.
- Stay current on industry trends, changes in relevant regulations, and emerging technologies.
What Will Help You Be Successful in This Role
- Bachelor’s degree in finance, business, or related field, or equivalent experience.
- 3–5 years experience working in transfer agency or financial services.
- 1 year of supervisory experience preferred.
- Knowledge of transfer agency operations and SEC (Securities and Exchange Commission) and FINRA (Financial Industry Regulatory Authority) regulations.
- Skilled in transfer agency systems and Microsoft Office.
- Strong multitasking and time management abilities.
- High ethical standards and confidentiality awareness.
- Analytical and detail-oriented mindset.
- Clear and professional communication skills.
- Strong interpersonal and leadership abilities.
- Customer-focused approach.
Standard hours: 8:30am – 5pm local time
Work arrangement: Hybrid, on site Tuesday, Wednesday and Thursday in Rancho Cordova, CA
Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary — designed to support their well-being and recognize their time, talents, and results. Along with base compensation, employees are eligible for an annual discretionary bonus, a 401(k) plan with a generous match, and recognition rewards. We also offer a comprehensive benefits package, which includes a range of competitive healthcare options, insurance, and disability benefits, employee stock investment program, learning resources, career development programs, reimbursement for certain education expenses, paid time off (vacation / holidays / sick / leave / parental & caregiving leave / bereavement / volunteering / floating holidays) and a motivational wellbeing program. We expect the annual salary for this position to range between $75,000.00 - $88,000.00, depending on location and level of relevant experience, plus discretionary bonus.
#MID_SENIOR_LEVEL
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have your needs covered. Learn more about the wide range of benefits we offer at Franklin Templeton.
Highlights Of Our Benefits Include
- Three weeks paid time off the first year
- Medical, dental and vision insurance
- 401(k) Retirement Plan with 85% 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
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.
Salary : $75,000 - $88,000