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Institutional Client Account Manager
2 weeks ago
At Franklin Templeton, we’re advancing 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 provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world
What are the ongoing responsibilities of this position?
Ongoing Client Service:
- Interact with clients regularly to handle all servicing aspects including responding to client queries, implementing custodian changes, guideline changes etc- Understand client requirements and needs. Work with Sales to meet client demands, including education, training and other value-added activities- Lead annual/quarterly client portfolio review; act as the presenter in meetings when needed- Provide daily support to fulfil client account inquires (audits, correspondence, statement, trade processing, web support, etc.)- Design and implement enhancements to existing client service workflows- Play an integral role in new client onboardings- Provide high quality administration support within the Client Services Team
Internal Relationships building:
- Act as the clients' advocate in interactions with other internal business units- Liaise with portfolio managers to prepare for portfolio reviews and any changes in investment guidelines, breaches etc- Work with internal teams to troubleshoot and resolve client issues in a timely manner- Work with other teams including New Business Services on client onboardings- Maintain excellent business knowledge, customer needs, internal policies & procedures, as well as systems capabilities and constraints- Assist in creating best practices and maintaining regulatory compliance- Work with appropriate internal business partners (e.g. Risk, Legal, Compliance) as required to ensure business standards adhered to
What qualifications, skills and experience would help someone to be successful?- Minimum 10 years of client service or related experience in a client contact capacity in the Financial Services Industry institutional clientele, products, servicing needs, and information standards- Experience with client services in asset management is required- Experience working in a global business environment with diverse cultures and time zones- Strong client service and problem-solving abilities- Strong attention to detail- Ability to work independently with mínimal supervision- Ability to prioritize workflow and coordinate work with others- Ability to interact and work with colleagues in a multi-site and cross-functional environment- Excellent organizational and follow through skills- Ability to travel within the region when needed- Excellent verbal and written communication skills in English, additional language skill is a plus
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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
- 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.
