Senior Client Service Rep - PA at Franklin Templeton

, , India -

Full Time

Start Date

Immediate

Expiry Date

07 Jan, 26

Salary

0.0

Posted On

09 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Problem Solving, Detail Orientation, Analytical Skills, Effective Communication, Relationship Building, Organizational Skills, Prioritization, Technology Application, AI Tools, Automated Processes, Flexibility, Investment Management, Operations, Client Service, Reporting, Issue Resolution

Industry

Financial Services

Description

At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! What is Portfolio Administration Team responsible for? The Portfolio Administration department provides operational support to Institutional, Sub-advised & High Net Worth separate accounts managed by Franklin Templeton. This includes issue resolution, providing accounting and reporting services, and delivering comprehensive account information to our internal and external partners. What are the ongoing responsibilities of Senior Client Service Representative? Ownership of assigned Institutional Separate Account portfolios on behalf of Franklin Templeton Services (FTS). Proactively troubleshoot and resolve queries, track issues to completion via collaboration with key groups and individuals globally. Support account events such as on-boarding activities, restructuring and participating in client/custodian meetings for custodian changes. Develop solutions and deliver complex/custom reports and procedures as requested. Actively developing and maintaining robust stakeholder relationships. Deliver premiere and seamless client service to internal and external clients such as Sales/Marketing, Client Services, external Institutional Clients, Portfolio Management, Trading and Performance. What ideal qualifications, skills & experience would help someone to be successful? Possesses problem solving skills, detail orientation and good analytical skills. Communicates effectively, builds and maintains relationships with internal teams and business partners. Has good organizational skills and ability to prioritize own workloads. Demonstrates a keen interest in applying technology and AI tools, with experience in developing, testing and implementing automated processes. Is flexible with assigned work; able to work across time zones and expand scope where as needed. Holds a Bachelor’s Degree (preferably finance related) and possesses Investment Management industry experience; ideally in Operations for listed and OTC instruments. Work Shift Timing - 6:30 AM - 3:30 PM IST (this may need to be adjusted according to business needs) Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Highlights of our benefits include: Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents) Life insurance for protection of employees’ families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) 12 weeks Paternity leave Onsite fitness center, recreation center, and cafeteria Transport facility Child day care facility for women employees Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campus Learn more about the wide range of benefits we offer at Franklin Templeton Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!

Responsibilities

The Senior Client Service Representative will own assigned Institutional Separate Account portfolios and proactively troubleshoot and resolve queries. They will support account events and develop solutions while maintaining robust stakeholder relationships.