By Jennifer Senzick
Marketing Associate
[email protected]
We’re excited to introduce John Calabrese, our Client Services Manager—the man helping keep your trades, requests, and account activity running smoothly behind the scenes—and take a moment to help you get to know him a little better. From client service to Philly sports fandom, get to know John Calabrese and the role he plays at Franklin Retirement Solutions.
What’s your role here, and what does a typical day look like for you?
In my role as a Client Service Manager at Franklin Retirement Solutions, I work directly with both clients and advisors to ensure all account activity is handled accurately and efficiently. That includes processing trades, coordinating new business onboarding, and managing contributions and distributions. I’m consistently communicating with clients to gather required information, resolve issues, and provide updates, while also partnering with advisors to make sure every request aligns with their strategy for the client. The role requires attention to detail, strong relationship management, and the ability to prioritize time‑sensitive tasks — all of which I’ve developed through daily hands‑on experience.
How long have you been with the company, and what originally drew you here?
I’ve been with the company for about two and a half years now—I started in February 2024. I was initially drawn to the entrepreneurial energy of the organization and the opportunity to work directly with clients. I really valued the chance to collaborate with a wide range of talented, dynamic professionals, and that mix of innovation and teamwork is what made me want to be part of the company.
What’s one part of your job people might not realize you handle?
Something people might not realize I handle is the behind‑the‑scenes work that keeps client distributions running smoothly. I’m the one who checks cash levels ahead of every recurring payout to make sure funds are ready when clients need them. I also send quarterly checkbook reminders so clients remember to notify us before writing checks. It’s a small step that prevents big headaches and keeps everything running seamlessly.
What do you enjoy most about your work?
What I enjoy most about my work is the client interaction. I like being the person clients can rely on for clear answers and guidance. When someone comes in with a question or a concern, I enjoy breaking things down, helping them understand their options, and seeing their confidence grow. It’s rewarding to build trust and make the process easier for them.
What’s a project or accomplishment you’re especially proud of?
I’m especially proud of the team we’ve built at Franklin Retirement Solutions. When I look at where we started and where we are now, it’s clear that our biggest success isn’t a single project — it’s the culture and capability we’ve built together. What makes me proud isn’t just the performance, it’s seeing people thrive, support one another, and take ownership of our mission. That’s the kind of success that lasts.
How does your role support our clients/team/company mission?
My role as a Client Service Manager supports our clients, team, and company mission by ensuring every client interaction is proactive, consistent, and solutions‑focused, while also coaching and enabling our team to deliver service that builds trust, retention, and long‑term partnership.
What’s something your coworkers might be surprised to learn about you?
People are usually shocked to learn that as a kid, I was a die‑hard Dallas Cowboys fan. Thankfully, I saw the light around age 12 and have been bleeding green ever since. It’s a fun reminder that even early loyalties can evolve.
How do you like to spend your time outside of work?
I’m big on spending time with my wife, family and friends, whether that’s checking out a new restaurant, catching a movie, heading down to the Jersey Shore, or just hanging out. I also play golf regularly. It’s my favorite way to unwind and stay competitive in a fun, low‑pressure way.
Coffee, tea, or something else entirely?
I actually prefer hot chocolate with lots of whipped cream!
What do you enjoy most about working with this team?
What I enjoy most about working with this team is the camaraderie we share. Everyone shows up for each other — whether it’s jumping in to solve a problem, celebrating wins, or navigating challenges together. That sense of trust and support makes collaboration natural and motivates me to bring my best every day.
What advice would you give to a new employee just starting out?
Starting a new job feels a bit like stepping onto a moving train, exciting, slightly overwhelming, and full of possibility. The single most important thing I’d tell a new employee is this: treat your first few months as an investment in relationships, learning, and reputation. Everything else builds on that foundation.
If you could instantly master one skill, what would it be?
Mastering advanced Excel + Series 65 knowledge = the toolkit of a high‑level investment advisor who can think, model, and communicate like a pro.
Favorite way to unwind after a long day?
Philly sports adrenaline or the warm glow of a lightsaber hum. Honestly I like something that feels alive (Eagles/Phillies energy) or something that feels immersive (Star Wars pulling me into another galaxy).
If your workday had a theme song, what would it be?
Eye of the Tiger by Survivor.