Client Service Specialist
Franklin Templeton Investments —Stamford, CT
- $95,000 - $125,000 a year
- Email
- Hybrid work
- Mid-level
- Bachelor's degree
- Organizational skills
Litigation Associate
Goff Law Group LLC —West Hartford, CT
- $105,000 - $149,999 a year
- Full-time
- Background check
- Customer service
- Pass drug screening
- Health savings account
- Paid holidays
Quick Apply
3d
Physician
Concentra —New Britain, CT
- $240,458.40 - $347,701.95 a year
- Full-time
- Mid-level
- Clinic
- Continuous improvement
- Commuter assistance
- Paid holidays
Optical Technician
Killingly Eye Care —Danielson, CT
- $17 - $18 an hour
- Full-time
- Sales
- HIPAA
- Clinic
- Disability insurance
- Health insurance
Quick Apply
APRN New London
Community Resources For Justice —New London, CT
- Full-time
- Psychiatry
- Residential
- Outpatient experience
Quick Apply
6d
Senior Medical Billing & Coding Specialist
The Talcott Center for Child Development —Farmington, CT
- $90,000 - $110,000 a year
- Full-time
- 3 years
- High school diploma or GED
- Analysis skills
- Health insurance
- Paid time off
Quick Apply
Per Diem Physical Therapist - $70/hr
Orthopaedic & Neurosurgery Specialists —Greenwich, CT
- $70 an hour
- Per diem
- Customer service
- Physical & Rehabilitation Medicine
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Accounts Payable Specialist
Kingswood Oxford School —West Hartford, CT
- $38,000 - $42,000 a year
- Full-time
- Background check
- Google Workspace
- Mid-level
- Health savings account
- AD&D insurance
Quick Apply
12d
Occupancy Specialist
Confidential —Stamford, CT
- $25 - $28 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- 403(b) matching
- Mileage reimbursement
Quick Apply
3d
Periodontist
42 North Dental —New Haven, CT
- $1,000 - $1,400 a day
- Part-time
- CPR Certification
- Dental office
- BLS Certification
- Health savings account
- Health insurance
Quick Apply
12d
Shipping and Receiving Specialist
Confidential —New Milford, CT
- $24 an hour
- Full-time
- Background check
- ERP systems
- Mid-level
Quick Apply
General Dentist
Mondovi Dental —Bristol, CT
- From $200,000 a year
- Monday to Friday
- Private practice
- CPR Certification
- Dental office
- Health savings account
- Disability insurance
Dentist Oral Surgeon
Dental Care Kids —Stamford, CT
- $3,000 - $5,000 a day
- Part-time
- Dental office
- Doctoral degree
- Surgery
- Flexible schedule
Quick Apply
13d
Certified Veterinary Technician – Internal Medicine - Sign on bonus!
Pieper Veterinary —Middletown, CT
- $26.50 - $32.00 an hour
- Full-time
- 18 years or older
- Mid-level
- 3 years
- Paid holidays
- Health insurance
Quick Apply
Anesthesia Veterinary Technician
Central Hospital for Veterinary Medicine —North Haven, CT
- From $27 an hour
- Email
- Mid-level
- High school diploma or GED
- Operating room
- Continuing education credits
- Paid holidays
Quick Apply
Emergency Veterinarian
Central Hospital for Veterinary Medicine —North Haven, CT
- $130,000 - $240,000 a year
- Weekends as needed
- Background check
- Mid-level
- US work authorization
- Health savings account
- Relocation assistance
Quick Apply
Veterinary Technician - Oncology
Pieper Veterinary —Middletown, CT
- $22 - $30 an hour
- Full-time
- Mid-level
- Communication skills
- Paid holidays
- Health insurance
Quick Apply
Medical Billing Specialist
Litchfield Hills Orthopedics —Torrington, CT
- From $23 an hour
- Full-time
- HIPAA
- Mid-level
- Data entry
- Health insurance
- Dental insurance
Quick Apply
Internal Medicine Physician-Spanish speaker
NOW Healthcare Recruiting —New Haven, CT
- $220,000 - $250,000 a year
- Full-time
- Spanish
- Internal Medicine
- Primary Care
- 403(b) matching
- Paid holidays
Nurse Practitioner
Upward Health —Hartford, CT
- $140,000 - $145,000 a year
- On call
- Nursing
- 5 years
- Mid-level
Quick Apply

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service specialist jobs near connecticut

Client Service Specialist

Franklin Templeton Investments -
Stamford, CT

Apply Now

Job Details

Full-time
$95,000 - $125,000 a year

Qualifications

Managing clients in a customer support role
Financial services
Stakeholder relationship building

Full Job Description

O’Shaughnessy Asset Management (OSAM) is owned by Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.

O’Shaughnessy Asset Management (OSAM) operates independently as a Specialist Investment Manager and is a research and money management firm based in Stamford. Our approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with our clients. We are a leading provider of Custom Indexing services via CANVAS®. CANVAS® is a platform offering financial advisors an unprecedented level of control and ease in creating and managing client portfolios in separately managed accounts (SMAs). Advisors can set up custom investment templates, access factor investing strategies, utilize passive strategies, actively manage taxes, and apply ESG investing and SRI screens according to the specific needs, preferences, and objectives of individual clients.

For more firm information, please visit www.osam.com

What is the Client Service Specialist responsible for?

We are seeking a Client Service Specialist who will primarily focus on transaction request follow-up, the operational set-up of new SMA accounts, and account transition analysis. This individual may also have some relationship management responsibilities. The successful candidate will be considered a problem-solving partner for our clients and our sales team. The need for this hire is driven by the growth of our Canvas platform.

What are the ongoing responsibilities of a Client Service Specialist?

Effectively respond to ad-hoc advisor inquiries.
Facilitate responses to account transition requests.
Accurately onboard new accounts and ensure the appropriate settings are applied.
Provide an excellent advisor experience that encourages them to want to use Canvas more.
Work with colleagues on complex cases.

What ideal qualifications, skills & experience would help someone to be successful?

Bachelor’s Degree
2+ years of relevant work experience in a similar role.
Previous experience working in financial services and/or an asset management firm required.
Experience working for a direct indexing provider in a client service or operational capacity, a plus.
Superior work ethic.
Comfortable working in a fast-paced environment.
Ability to manage multiple tasks effectively.
Must have the ability to be pleasantly persistent when needed.
Self‐starter.
Strong time management and organizational skills.
Intellectual curiosity.
Strong interpersonal, written and verbal communication skills.
Ability to effectively problem solve in a timely manner.
Must maintain a strong working relationship with both internal stakeholders and external clients.

Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between USD $95,000 – $125,000 plus discretionary bonus.

#LI-Hybrid

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 them covered.

Learn more about the wide range of benefits we offer at Franklin Templeton

Most benefits vary by location. Ask your recruiter about benefits in your country.

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, due to a medical condition or disability, to search for or apply for one of our positions, please send an email to [email protected]. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number of the position 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.

Apply Now

Refine Your Search

service specialist jobs in connecticut

Client Service Specialist

Litigation Associate

Physician

Optical Technician

APRN New London

Senior Medical Billing & Coding Specialist

Per Diem Physical Therapist - $70/hr

Accounts Payable Specialist

Occupancy Specialist

Periodontist

Shipping and Receiving Specialist

General Dentist

Dentist Oral Surgeon

Certified Veterinary Technician – Internal Medicine - Sign on bonus!

Anesthesia Veterinary Technician

Emergency Veterinarian

Veterinary Technician - Oncology

Medical Billing Specialist

Internal Medicine Physician-Spanish speaker

Nurse Practitioner

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What are the ongoing responsibilities of a Client Service Specialist?

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