Client Reporting Associate (fixed term contract for 12 months)
Franklin Resources,Inc
Poland-Wielkopolskie-Poznan
5 d. temu

Client Reporting Associate (fixed term contract for 12 months)-822575

Franklin Templeton Investments remains a leading global investment management organization for more than 65 years thanks to our greatest assets -

our employees. With over 9,000 employees working in 35 countries around the world to service over 240 financial products, we offer an exceptional range of diverse career options.

Our corporate values reflect the best of our employees. We believe in putting clients first, building relationships, achieving quality results, and working with integrity.

We strive to bring a balance of work and life to our employees.

We’re currently looking for a Client Reporting Associate to join our team.

What are the ongoing responsibilities of a Client Reporting Associate?

The Client Reporting Associate will be responsible for the preparation, coordination, and delivery of a large volume of daily, weekly, monthly, quarterly, and ad-

hoc client reporting, along with involvement in updating consultant databases and supporting the Investor Relations team with ad-

hoc requests as needed. The client reporting role is central to providing excellent, ongoing client service. Timeliness and accuracy are critical to this role, as most reports generally need to be delivered by the end of each month.

This role will also require the maintenance of client reporting models and sample reporting memos for prospects. To some extent, assistance in the onboarding process for new clients may also be required.

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

  • Bachelor’s Degree required; solid academic record.
  • 0-2 years of relevant experience, preferably in the asset management industry.
  • ADDITIONAL DESIRABLE QUALIFICATIONS

  • Comfortable working in a fast-paced, high pressure environment.
  • Strong focus on quality control.
  • Ability to work independently and creatively with tight deadlines.
  • Someone who enjoys working with numbers and is comfortable with the rote nature of reporting cycle.
  • KNOWLEDGE, SKILLS, AND ABILITIES

  • Proficiency in Excel and other Microsoft Office programs is a must.
  • Strong quantitative skills.
  • Excellent communication and client service skills.
  • Strong attention to detail and organization as this job is highly technical in nature.
  • Demonstrate collaborative nature; strong team player.
  • PROBLEM SOLVING AND DECISION MAKING

  • Demonstrate maturity and confidence in dealing with a variety of people under a variety of conditions.
  • Ability to work well under pressure; demonstrate initiative in solving problems and general common sense.
  • DESIRED LEADERSHIP SKILLS

  • Demonstrate initiative in improving client reporting function and streamlining processes.
  • 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 .

    Administration

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