Supervisor - US Transfer Agency team
Franklin Resources,Inc
Poland-Wielkopolskie-Poznan
6 d. temu

Supervisor - US Transfer Agency team-828298

At Franklin TempletonInvestments, we are dedicated to delivering strong results and exceptionalservice to clients, team members and business partners.

Over 9,000 employeesworking in 60 offices around the world are dedicated to servicing investmentsolutions for our clients in more than 150 countries.

For over 65 years, oursuccess has been a direct result of the talent, skills and persistence of ourpeople, and we are looking for qualified candidates to join our team.

Whatis the USTA Customer Operations department responsible for?

US Transfer Agent CustomerOperations group is responsible for servicing US clients holding shares in FTIfunds. We ensure day-

to-day operations, such as purchases, exchanges,liquidations, transfers, new account set up and changes of ownership, are donewith the highest transaction quality and efficiency and customer focus.

Due tofurther growth of the department, we are currently looking for a passionate andeffective individual to join our leadership team.

What are the ongoing responsibilities of aSupervisor in USTA team?

  • Day-to-day management, monitoring and reporting operations carried out by the assigned team in accordance with the applicable US TA policies, procedures & regulations.
  • Managing the workflow between Poznan, and other offices in partnership with peers located in US and Hyderabad, offering resolutions and feedback on bottlenecks.
  • Managing staff development, creating actionable objectives and providing regular feedback on the progress, ensuring motivation and positive atmosphere within the team.
  • Close collaboration with leadership group, both locally and globally, on various business improvements projects, related to workflow changes, system updates or other strategic initiatives.
  • Whatideal qualifications, skills and experience would help someone to be successful?

  • Bachelor’s degree in business or related major or equivalent experience
  • Well-developed verbal and written English communication skills
  • Fully proficient with all office system applications
  • Minimum three years’ work experience preferably in the financial services industry
  • Knowledge and / or training in the mutual fund industry preferred
  • Solid leadership / supervisory experience
  • Experience in working in global environment preferred
  • Strong people development and soft skills and customer oriented mindset
  • Willingness to develop and drive for learning
  • Flexibility to work in 1PM 10PM work shift
  • What makes Franklin Templeton Investments unique?

    In addition to the dynamic and professional environment atFranklin Templeton, we strive to ensure that our employees have access to acompetitive and valuable set 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
  • Benefit package : medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, Multisport Card, Staff investment program
  • Stable employment conditions
  • Free gym in your office
  • Friendly and supportive working environment
  • Participation in international projects
  • Possibility to lead or support Charity Events
  • We believe that being a good corporate citizen is good business.To us, corporate citizenship means being accountable, serving our clients,being an employer of choice, 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 are also committedto your learning and development with resources focused around Experience, Exposure, andEducation, to help you achieve your professional development goals.

    Takesome time to, meetsome of our people, and see what it means to say, I AM Franklin Templeton. Franklin Templeton Investments values diversity in its workforceand welcomes employees from different backgrounds, generations, capabilities,cultural identification, sexual orientations, and gender expression, inaddition to other attributes that contribute to a truly diverse and inclusivecommunity.

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