Franklin Templeton Investments Hiring for Sr Client Service Representative – PA at Hyderabad, Telangana Full Time

Full Job Description
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.

What is the Sr Client Service Representative – Portfolio Administration – FTS Institutional Services group is responsible for?

The position of a Portfolio Administration Client Service Representative will be responsible for performing multiple client specific orientated tasks and delivery of service to a variety of external/internal clients and business partners including Sales/Marketing, Portfolio Management, Trading, Performance and Client Services. The position will be primarily responsible for providing client service to these groups for all inquiries as well as account governance/ownership, complex/custom reporting and events support Institutional Accounts. In addition, actively manage relationships with these teams, change/improve processes as service requires and proactively managing solutions to client needs due to trends and increasing customization. This role involves coordinating back office operational endeavors to provide premiere and seamless client service to internal and external clients and actively managing communication throughout all spectrums of job.

What are the ongoing responsibilities of the Sr Client Service Representative – PA?

Account Governance/Ownership

Good overall understanding of internal/external clients and relationships

Take ownership of assigned portfolios on behalf of FTS and monitor daily e-mails to ensure all inquiries are responded with accurate and timely resolution/service to end clients.

Drive for solutions by proactively trouble shooting along with collaboration with other various key individuals/groups globally.

Seek to understand and maintain knowledge of client account activities and teams/functions responsible for those activities with aim to identify potential risks of operational issues impacting client experience

System/account validation and maintenance oversight

System/account validation and maintenance oversight.

Client Service Support

Engage internal/external clients and business partners to access product delivery and potential process changes.

Act as a conduit for all inquiries to build strong relationships with internal/external clients and business partners.

Act as point of contact for client service-related questions/issues and assist in tracking issues through to resolution.

Prepare and participate in client requested ad hoc meetings including Due Diligence meetings

Projects Initiatives & Events

Actively participate in Global Improvement and corporate commitment initiatives, Business Continuity testing, system user enhancement testing and Complex Securities Review meetings.

Other projects assigned by management.

Aid in staff cross-training and procedure manuals.

Provide support for on-boarding activities including participating client/custodian meetings.

System/account maintenance for changes resulting from events

Reporting

Deliver requested complex/custom reports.

Provide Performance Reports

Track and compile queries/issues for statistical reporting to management.

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

High School Diploma and at least three years of investment industry experience required

Bachelor’s Degree in Business, Accounting or Finance preferred

Sound knowledge of investment industry accounting principles, terminology, financial markets, security types and corporate action types

Good presentation skills and ability to interact with all business partners and management

Able to work with end users to identify potential issues and high risk items

Build and maintain good relationships with clients and business partners

Good organizational skills and the ability to prioritize own workloads

Good verbal and written communication skills

Detailed oriented and good analytical skills

Proficiency with Microsoft Office application, GMAX, Onetis and Advent-Axys

NOTE: The above statements are intended to describe the general nature and level of work being performed by incumbents. They are not intended to be an exhaustive list of all responsibilities, duties and skills required by all incumbents. Incumbents may perform other duties as assigned. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management retains the right to add to or change the duties of the position at any time.

Job Level – Individual Contributor

Work Timings: 6:30PM to 3:30AM or 8:30PM – 5:30AM IST ( Should be flexible for Shifts )

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:
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)

“Location specific benefits” as mentioned below

Onsite fitness center, recreation center, and cafeteria
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus

Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at Franklin Templeton Careers to learn more about our company and our career opportunities.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to accommodations@franklintempleton.com . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.