Sales Support Associate
Franklin Resources,Inc
Poland-Wielkopolskie-Poznan
6 d. temu

Sales Support Associate-833152

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

Over 9,000 employees working in 60 offices around the worldare dedicated to servicing investment solutions for our clients in more than150 countries.

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

What is theFrance-Benelux Sales Operations team responsible for?

The France-Benelux Sales Operations team was created in January2018 to regroup sales support and internal sales activities for the 4 countries France, Belgium, the Netherlands, Luxembourg meaning in high level summary,all distribution efforts that are not handled directly by the external sales team orthe marketing and communication team.

Ourclients are all professional investors (fund buyers, fund sellers, assetowners, gatekeepers and investment consultants).

Theteam services our existing clients to maintain Assets Under Management throughunderstanding their needs and ensuring we are meeting these.

What arethe ongoing responsibilities for the Sales Support Associate?

ClientService for France and Benelux clients

Supportclients by understanding client needs and managing service deliveryexpectations

Actas the clients’ point of contact for operational and administrative clientquestions, navigate the organization to ensure all client enquiries areanswered in an accurate, timely and complete manner

Respondto simple email inquiries from clients about our firm and products

Shareresponsibility with other team members of ensuring ongoing client reportingtasks are done in a timely and accurate manner

Followclient investment orders and liaise with Transfer Agency to clarify issues whenneeded

Coordinatethe Institutional DDQ process when needed, to ensure timely and accuratecompletion of standard DDQs for existing clients

Actas the clients' advocate in interactions with other internal business units

OperationalSupport for France and Benelux sales and marketing teams

Maintainup-to-date, accurate client information and logs of client contacts in thecompany’s CRM tool

Keepup-to-date records of distribution agreements and other legal documentation, incollaboration with Legal department

Fulfilsales compliance duties in relation to client reporting (e.g. maintain log ofnecessary client related expenses with regards to anti-bribery policies)

Supportthe France & Benelux management team on administrative and reporting tasks(track sales activity and results, update reports of sales opportunities,provide support for management reports)

Leadand participate in France & Benelux Business Administration project work asrequired : examples include CRM related projects, internal procedures andtraining review, regulatory change projects

BackUp for Internal Wholesaler Tasks

Conductoutbound calls as per the agreed plan with Sales team and manager; to helpexternal sales colleagues meet targets by contact, ensure good turnout toFranklin Templeton events and initiate new relationships

Understandour sales process stages and client dialogue framework to participate in oursales efforts in a more active way

Proactivelycontact clients to supply them with sales & marketing information pre- orpost- sales activity, based on a predefined sales pitch / brief

Whatideal qualifications, skills, and experience would help someone to besuccessful?

  • Knowledge and experience of financial industry sales or services : 2 years’ experience in an operations, client reporting or transfer agency environment preferred but not essential
  • Degree level education or relevant industry experience
  • Fluency in English and French required , any other European language a plus
  • Proficiency in Word, Excel, PowerPoint
  • Excellent written and oral communication skills
  • Results oriented, flexibility and adaptability
  • Customer focus, assertiveness
  • Strong attention to detail, good analytical skills
  • Ability to establish and maintain cooperative, cross functional working relationships with colleagues in various locations
  • Ability to respond to established time frames and schedules; ability to work under pressure and organize and prioritize workflow
  • Ability to perform multiple tasks in a fast-paced, team environment
  • Ability to maintain updated knowledge of procedures, products and activities of assigned area
  • Ability to maintain confidentiality
  • Whatmakes 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 Total Rewards 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 in the center of Poznań (New Market)
  • Private Healthcare and Life Insurance
  • Office gym
  • MultiSport Program or MultiSport Cafeteria
  • Investment Programs
  • Learning resources (LinkedIn Learning, online and in-person trainings)
  • Recommendation program (Employee Referral Network)
  • Friendly and supportive working environment
  • Participation in international projects
  • Possibility to lead or support charity events
  • Onsite kindergarten and creche
  • Onsite canteen, discounted prices
  • FULL BENEFITS DETAILS

    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, andsupporting our communities.

    An emphasis on corporate citizenship isembedded in our culture and values, and is an important element of how we achievesuccess.

    We arealso committedto your learning and development with resources focused around Experience,Exposure, and Education, to help you achieve your professionaldevelopment goals.

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

    Franklin Templeton Investmentsvalues diversity in its workforce and welcomes employees from differentbackgrounds, generations, capabilities, cultural identification, sexualorientations, and gender expression, in addition to other attributes thatcontribute to a truly diverse and inclusive community.

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