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.
About the role
- Sales Coordinator at AssetMark managing financial reports and supporting the sales team. Requires strong communication and organizational skills in a high-paced environment.
Responsibilities
- Generate and manage financial reports for the sales team
- Perform maintenance and administration tasks within Salesforce
- Order marketing materials for advisors, prospective advisors, and sales team
- Execute call campaigns to drive participation in conferences, webinars, and regional events
- Perform other related duties as assigned to support the team’s goals
Requirements
- Bachelor’s degree in a business or finance field
- Sales or customer service experience
- Strong time management and organizational skills
- Ability to adapt quickly and prioritize tasks effectively in a fast-paced environment
- Self-motivated with the ability to work independently
- Strong interpersonal and phone communication skills
- Proficient in using Microsoft Office applications (Excel, Word, PowerPoint)
Benefits
- Flex Time or Paid Time Off and Sick Time Off
- 401K – 6% Employer Match
- Medical, Dental, Vision – HDHP or PPO
- HSA – Employer contribution (HDHP only)
- Volunteer Time Off
- Career Development / Recognition
- Fitness Reimbursement
- Hybrid Work Schedule
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