Franklin Resources, Inc. [NYSE:BEN], Franklin Templeton Investments is a leading global investment management organization due to the efforts of our greatest assets - our employees. We have over 9,000 employees working in 60 offices around the world, servicing investment solutions for our clients in more than 150 countries. We believe in our corporate values of putting clients first, building relationships, achieving quality results, and working with integrity. Our people are dedicated to delivering strong results and exceptional service to clients, team members and business partners.
For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people.
Senior Client Service Representative - Portfolio Administration (1 year contract)
The position of a Senior Client Service Representative - Portfolio Administration 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 for Institutional Separate 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.
Good overall understanding of internal/external clients and relationships
Take ownership of assigned portfolios on behalf of Franklin Templeton Services (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
Maintenance of the Global Account Database
Advise portfolio managers and cash management team of any cash movements in client accounts on a timely basis
Daily/Monthly Review of performance
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 on behalf of FTS for all SMA and institutional Separate Account client service related questions/issues and assist in tracking issues through to resolution
Provide Management fee support to ensure all fees are collected and posted in the clients' accounts in a timely manner to meet standards of performance reporting
Prepare and participate in client requested ad hoc meetings including Due Diligence meetings
Projects Initiatives & Events
Actively participate in PA 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
Deliver requested complex/custom reports
Provide Performance Reports
Track and compile queries/issues for statistical reporting to management
Qualifications Ideal candidates will have:
Bachelor's Degree or equivalent experience in Business, Accounting or Finance is desired.
Minimum three years of financial services experience in middle and/or back office operations. Experience in investment management is highly desired.
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
Ability to resolve queries arising in daily work, maintaining accountability and escalating issues appropriately
Able to work under general supervision; refers to policies and practices for guidance.
Proficiency with Microsoft Office application, GMAX, Onetis and Advent-Axys
Able to start work within short notice
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.
Please apply via the below website with full resume.