Senior Institutional Client Service Analyst

2 tygodni temu


Poznań, Greater Poland Franklin Templeton Investments Pełny etat

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Senior Institutional Client Service Analyst page is loaded

Senior Institutional Client Service Analyst Apply locations POL-PZ1B-Poznan time type Full time posted on Posted Yesterday job requisition id

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 is Institutional Client Service EMEA Team responsible for?

Institutional Client Service EMEA is a front-office, regional service hub that provides point-of-sale and post-sale services to our institutional clients while acting as the clients' advocate within FT. Working as part of the client coverage team alongside and in partnership with sales, we manage existing client relationships on a day-to-day basis to ensure a high-quality service experience for our clients and long-term retention of assets and fee revenue for our business.

The team continues to build on its success since its founding in September 2019 and now has a position available for a bright and enthusiastic individual that is interested in service and providing our clients with a positive service experience throughout the client journey.

What are the ongoing responsibilities of Senior Institutional Client Service Analyst?

The successful candidate will be establishing and maintaining relationships with our clients' business, operational and administrative staff, as well as related third parties such as custodians, consultants, administrators etc, over time communicating with people on all levels in and outside of the company. The role will work in close coordination with both Client Account Managers in the ICS EMEA team along with Sales professionals from across the EMEA and CEEMEA regions.

Responsibilities:
  • Shadow & and support lead Institutional Client Account Managers in the coordination and execution of significant servicing events, client requests and requirements for multiple accounts across the EMEA and CEEMEA region.
  • Complete regional level, structured servicing tasks across the EMEA and CEEMEA Institutional client base ensuring timely and efficient completion in collaboration with the wider servicing team.
  • Internal processes engineering & maintenance.
  • Client Service collaboration & representation.
What ideal qualifications, skills & experience would help someone to be successful?

We are looking for bright and enthusiastic candidates interested in service that are curious and have a positive and proactive attitude to learning and development.

The preferred candidates will also have the ability to communicate effectively in English, both orally and in writing, and will possess strong attention to detail, a desire to take ownership of client challenges and the ability to multi-task while working in a fast paced, team focused environment. Knowledge of Italian would be a plus.

Experience our welcoming culture and reach your professional and personal potential

Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there's a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.

Hear more from our employees

We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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 to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation 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.

About Us

At Franklin Templeton, we embrace individual differences and value perspectives brought by global diversity. And, although we are all different, we have one thing in common: we are dedicated to what we do.

So whether you're 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

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