Client Relationship Specialist

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

GSS International department provides TA service delivery and business partners oversight, as well as key distribution relationship support, for the funds domiciled in the CEEMEA, Americas and APAC Regions.
Part of the group is a new Benji Customer Support Team which is responsible for the Transfer Agent activities including Client Service, Operations, AML/KYC, and Commissions/Rebates. The team is supporting funds distribution in above mentioned markets also with regards to projects and provides an overview of local procedures and processes.
This position is a 12-month contract role.

Responsibilities:

• You will address complex client inquiries and resolve complaints.

• You will verify and process requests and transactions.

• You will onboard new clients and manage email communication.

• You will reconcile and validate banking payments.

• You will perform system testing and quality checks.

• You will collaborate with internal teams and external partners.

• You will identify workflow improvements and recommend solutions.

• You will monitor for suspicious activity and ensure compliance.

• You will represent the division in projects and assist supervisors.

Experience, Education & Certifications:

• Fluent English and Polish communication skills.

• Experience in Anti-Money Laundering (AML) and Know Your Customer (KYC).

• Background in client service and operations.

• Previous Transfer Agency (TA) experience is an advantage.

Technical & Soft Skills:

• Strong analytical and organizational skills.

• Ability to work independently and take initiative.

• Excellent interpersonal skills and attention to detail.

• Comfortable in a fast-paced, international environment.

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. 
 
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