Sales Planner managing media strategies and proposals for pharmaceutical advertisers. Collaborating with sales team and internal operations within a dynamic digital media landscape.
About the role
- Institutional Sales & Service Associate role at Franklin Templeton focusing on client service and relationship management. Collaborating with sales and management teams to maintain institutional client relationships.
Responsibilities
- Deliver consistent, high-quality service to institutional clients
- Respond to client inquiries and service requests promptly
- Resolve issues by partnering with internal teams
- Maintain strong, ongoing client relationships
- Support asset retention through effective servicing
- Manage client deliverables and presentation materials
- Ensure timelines and deadlines are consistently met
- Coordinate requests for proposals (RFPs) and due diligence questionnaires (DDQs)
- Ensure responses are accurate and submitted on time
- Address account-related issues through cross-functional coordination
- Partner with Sales and Relationship Managers to support business goals
- Maintain accurate client records in CRM systems
- Support compliance reviews and regulatory requirements
- Contribute to special projects and initiatives as needed
Requirements
- University degree or equivalent relevant financial services industry experience
- 5 years’ experience in the fund manager, bank, or securities industry essential
- Fluency in English – spoken and written, is essential
- French fluency is a plus
- Canadian Securities Course preferred
- Proficiency with Microsoft PowerPoint, Excel, and Word
- Strong multi-tasker with adherence to established time frames and schedules
- Strong written and verbal communication skills
- Ability to work independently and collaboratively
- High attention to detail and confidentiality
Benefits
- 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)
- Motivational wellbeing program
- Flexible medical, dental and vision insurance
- Corporate Pension Plan
- Employee Stock Investment Program
- Purchase company funds with no sales charge
- Competitive vacation package that includes three annual personal days
- Company paid short-term and long-term Disability Insurance
- Education assistance
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