Senior Client Service Representative
Franklin Templeton Investments
Poland-Wielkopolskie-Poznan
‎5 godz. temu

Senior Client Service Representative-831473

At Franklin Templeton, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners.

Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries.

For over 65 years, our success has been a direct result of the talent, skills and persistence of our people, and we are looking for you to join our team.

What are the ongoing responsibilities of a Senior Client Service Representative?

The position of a Senior Client Service Representative - PA will be responsible for actively managing relationships of Institutional Separate Account world, improving processes as service requires and developing solutions to client needs due to trends and increasing customization.

This role involves coordinating back office operational endeavours to provide premiere and seamless client service to internal and external clients such as Sales / Marketing, Client Services, external Institutional Clients Portfolio Management, Trading and Performance.

JOB DUTIES :

  • Ownership of assigned Institutional Separate Account portfolios on behalf of FTS.
  • Driving for solutions by proactively trouble shooting and tracking issues through to resolution whilst collaborating with key groups and individuals globally.
  • Providing support for on-boarding activities and participating in client / custodian meetings.
  • Developing solutions and delivering requested complex / custom reports and procedures.
  • Actively participating in PA Global Improvement and corporate commitment initiatives and other business projects. #MID SENIOR LEVEL
  • What ideal qualifications,skills & experience would help someone to be successful?

    QUALIFICATIONS,KNOWLEDGE AND SKILLS

  • Problem solving skills, detail orientation and good analytical skills.
  • Building and maintaining good relationships with clients and business partners.
  • Good organizational skills and ability to prioritize own workloads without local supervision.
  • Knowledge of the Institutional Separate Account world.
  • Advanced Excel skills and confidence in working with various computer systems and applications
  • Bachelor’s Degree and Investment Management industry experience and knowledge.
  • TRAVELREQUIREMENTS

  • Generally, none; however travel may be required for business continuity events or training purposes.
  • What makes Franklin Templeton Investments unique?

    Inaddition to the dynamic and professional environment at Franklin Templeton, westrive to ensure that our employees have access to a competitive and valuableset of TotalRewards the mix of both monetary andnon-monetary rewards provided to you in recognition for your time, talents,efforts, and results.

    Highlights of our benefits include :

  • Possibility to develop your career in a Global environment
  • Attractive location
  • Multisport Card
  • Free gym in your office
  • Friendly and supportive working environment
  • Participation in international projects
  • Possibility to lead or support Charity Events
  • Webelieve that being a good corporate citizen is good business. To us, corporatecitizenship means being accountable, serving our clients, being an employer ofchoice, managing our environmental impact, andsupportingour communities.

    An emphasis on corporatecitizenship is embedded in our cultureand values, and is an important element ofhow we achieve success.

    We arealso committed to your learning anddevelopment with resourcesfocused around Experience, Exposure, and Education, to help you achieveyour professional development goals.

    Take some time to, meetsome of our people, and see what it means to say, I AM Franklin Templeton.

    FranklinTempleton Investments values diversity in its workforce and welcomes employeesfrom different backgrounds, generations, capabilities, cultural identification,sexual orientations, and gender expression, in addition to other attributesthat contribute to a truly diverse and inclusive community.

    Job Function

    Accounting / Finance / Tax

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