Undergrad Intern – Client Representative: Global Shareholder Services

Posted 10 Days Ago
Be an Early Applicant
Rancho Cordova, CA, USA
In-Office
18-18 Hourly
Internship
Financial Services
The Role
As a Client Representative Intern, you will support financial advisors and shareholders, learn about the investment industry, and engage in client communication. You'll gain practical experience, participate in training, and develop skills in relationship management and regulatory processes.
Summary Generated by Built In

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. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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!

Client Representative Intern – Global Shareholder Services
Start Your Career in Financial Services

Launch your professional journey with a hands‑on internship at Franklin Templeton, a global investment management firm. As a Client Representative Intern within our Global Shareholder Services (GSS) team, you’ll gain real‑world experience supporting financial advisors and shareholders while developing valuable skills for a future career in financial services.

This internship is ideal for students who are curious, motivated, and eager to learn in a collaborative, fast‑paced environment

Internship Details

Internship Program Dates:

  • June 8, 2026 – December 31, 2026

Location:

  • Rancho Cordova, CA

  • Must be able to commute to the office Tuesday–Thursday

Training Schedule (First ~3 Weeks):

  • Global training program, Monday–Friday, 9:30 a.m.–5:30 p.m. EST

Work Schedule:

  • Hybrid model

  • In‑office: Tuesday–Thursday

  • Optional remote work: Monday & Friday

  • Flexible hours between 8:30 a.m.–5:00 p.m. local time

Hours Commitment:

  • Summer (June–August): Up to 37.5 hours per week

  • Fall (September–December): Minimum of 15 hours per week, based on academic availability

  • Remote work may be considered during the Fall semester, depending on location

What You’ll Do

As a Client Representative Intern, you’ll gain exposure to the investment management industry while supporting real client interactions. You will:

  • Learn the fundamentals of the mutual fund and investment services industry
  • Develop knowledge of Franklin Templeton’s products, services, and operations
  • Communicate professionally with financial advisors and shareholders
  • Execute financial and non‑financial transactions accurately and compliantly
  • Deliver high‑quality, confidential, and customer‑focused service
  • Participate in comprehensive training, mentoring, and ongoing coaching

What You’ll Learn:

Interns in Global Shareholder Services gain practical experience in:

  • Client communication and relationship management
  • Regulatory and compliance‑driven financial processes
  • Professionalism, confidentiality, and problem‑solving
  • Navigating enterprise systems and financial tools
  • Working collaboratively within a global organization

You’ll be supported every step of the way through structured training, peer mentoring, and regular feedback from experienced leaders.

Ideal Qualifications:

Successful candidates typically have:

  • Current enrollment as an undergraduate student
  • Interest in financial services or investment management
  • Strong written and verbal communication skills
  • Attention to detail and ability to manage multiple tasks
  • Comfort learning new systems and technology

No prior financial services experience is required—just a willingness to learn.

Our Culture

At Franklin Templeton, we believe people do their best work in an environment where they feel supported and included. Our culture is collaborative, welcoming, and enriched by diverse perspectives from around the world.

We support our employees professionally and personally through well‑being programs, career development resources, and a flexible work environment—helping you grow both on the job and beyond it.

Ready to make moves? Apply today!

Please be sure to attach your resume when submitting your application. Applications submitted without a resume will not be considered.

Due to the high volume of applications we receive, we may not be able to respond to each applicant individually. If you're interested in more than one internship, we encourage you to apply to all positions that align with your interests.

This is a full-time internship where students will work approximately 35-40 (dependent on state/location) hours per week and earn competitive hourly pay of $18 (dependent on location and function) USD per hour. 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. 

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.

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.

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 [email protected]. 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.

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The Company
HQ: San Mateo, CA
11,198 Employees
Year Founded: 1947

What We Do

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com). The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products. View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin ©2022 Franklin Templeton. All rights reserved.

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