TA Client Specialist (fixed-term contract)
Franklin Templeton Investments
Poland-Wielkopolskie-Poznan
12 d. temu

TA Client Specialist (fixed-term contract)-823589

At Franklin Templeton Investments, 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 is the Client Dealer Services team responsible for?

Client Dealer Services team is acting as intermediary between our external clients and internal teams and is a key contact point in the operational and procedural queries from dealers, clients (external and internal) and business partners.

The team is supporting Polish and CEE markets also with regards to projects and provides an overview of procedures and processes, including external processes of 3rd party TA, impacting the fund distribution.

Aside contact with external business partners, the role also requires daily contact with various internal teams including Sales, Compliance and Legal.

What are the ongoing responsibilities of a TA Client Specialist?

Ensure that the highest level of service is maintained and provided to all internal and external clients.

Provide support to third party TA provider with regards to projects, initiatives and complex enquiries.

Adjust and monitor the process and service provided by the third party TA provider.

Support local distribution of FTI funds by participating in projects, creating and overseeing the processes and procedures.

Provide direct support to the clients and business partners with regards to their operational queries and business initiatives.

Identify and support implementation of improvement initiatives.

What ideal qualifications, skills & experience would help someone to be successful?

Educational background or equivalent qualifications

Mutual fund / financial services experience is preferred

Fluent (both written and verbal) in Polish and English

Strong technical and conceptual skills

Strong attention to detail and quality, sound judgment

Strong interpersonal written and verbal communication skills, diplomacy and tact

Relevant client service skills

Strong analytical, organizational, and time management skills

Operational experience is viewed favorably

What makes Franklin Templeton Investments unique?

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards the mix of both monetary and non-

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, MultisportCard, 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, and supporting our communities.

An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals.

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

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