Client Relations Specialist
Summary
Franklin Square is a leading manager of alternative investment funds designed to enhance investors’ portfolios by providing access to asset classes, strategies and asset managers that typically have been available to only the largest institutional investors. The firm’s funds offer “endowment-style” investment strategies that help construct truly diversified portfolios and manage risk. Franklin Square strives not only to maximize investment returns but also to set the industry standard for best practices by focusing on transparency, investor protection and education for investment professionals and their clients.
Founded in Philadelphia in 2007, Franklin Square quickly established itself as a leader in the world of alternative investments by introducing innovative credit-based income funds, including the industry’s first non-traded business development company. Each fund is sub-advised by GSO Capital Partners LP, a world-leading private debt asset manager and the credit platform of The Blackstone Group L.P.
Forbes Magazine ranked Franklin Square 13th on its 2013 list of America’s Most Promising Companies. Franklin Square distributes its funds through its affiliated broker-dealer, FS2 Capital Partners, LLC. For more information, please visit www.franklinsquare.com.
Position Summary
The position of Client Relations Specialist, based out of our Orlando office, is primarily focused on assisting in the resolution of operational and client service issues encountered by the financial advisors, broker dealers and registered investment advisors distributing the firm’s products. This role will serve as a primary resource for a variety of shareholder issues seeking to resolve issues ranging from registration questions to supporting documentation requirements. The specialist will also work closely with members of the sales team to provide comprehensive service to advisors, clearing firms and broker dealer partners.
The successful candidate is expected to:
- Possess exceptional communication and issue resolution skills;
- Have the capacity to effectively manage multiple tasks in a fast-paced, energetic environment;
- Understand and balance concerns of advisors, the operational capabilities of the transfer agent and clearing firms, and fund policies and procedures in the issue resolution process.
Competencies
Character - Exhibits integrity, professionalism, practical judgment, positive attitude at all times; exhibits perseverance, mental toughness and initiative in the face of problems and challenges; must be able to take direction and accept constructive criticism.
Interpersonal Confidence - Strong interpersonal skills; can effectively communicate and relate to all levels within and outside the organization; creates and builds positive and productive relationships.
Results Oriented - Drives the team and the organization for results in order to improve performance; able to make timely or planned decisions appropriate to the circumstances or situation.
Managing Processes - Ability to manage appropriate steps to get projects completed; has strong abilities to organize people and processes; can create a plan for resourceful workflow.
Team Work - Must be able to work independently and be self-directed, yet work as a member of a team; willing to put firm’s objectives ahead of individual goals;
Communication - Excellent interpersonal, written and oral communication skills are necessary; excellent listening skills required.
Organizational Ability - Can manage people and resources to prioritize and get projects completed; has a strong ability to multi-task and keep order.
EDUCATION EXPERIENCE:
- Bachelors degree in business administration with accounting or finance major preferred;
- Excellent verbal and written communication skills with proficiency in Microsoft Office
- Experience with Salesforce preferred
- Previous securities industry, transfer agent, or alternative investment product experience preferred
- Strong organizational skills with ability to work on several projects simultaneously;
- Ability to work cooperatively within a team structure and with other internal departments.
Franklin Square Capital Partners is an Equal Opportunity Employer
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