Client Relationship Specialist
Emploi Pologne
Titre du poste : Client Relationship Specialist
Entreprise : Franklin Templeton Investments
Description du poste : 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 the team responsible for?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.What are the ongoing responsibilities of a Client Relationship Specialist ?Addressing complex customer inquiries and handling complaints.Verifying and processing customer requests and transactions.Onboarding new clients and corresponding via email.Reconciling and validating banking payments.System testingCollaborating with internal teams and external partners to ensure high service levels.Building relationships to meet customer needs and enhance their experience.Detecting and addressing potential suspicious activities.Adhering to company policies and regulatory requirements.Identifying opportunities to improve workflow, productivity, and quality.Identifying customer trends and recommending solutions.Ensuring data integrity through quality control activities.Facilitating improvements based on internal requirements.Representing the division in initiatives and influencing project decisions.Assisting supervisors with operational tasks.What ideal qualifications, skills & experience would help someone to be successful?Is fluent in spoken and written English,Has strong interpersonal skills, as well as diplomacy and tact,Has relevant client service, operational and/or AML/KYC knowledge and experience,Has strong analytical, organizational, and time management skills,Previous TA experience would be an asset,Strong attention to details,Ability to work independently and manage own tasks with limited supervision,Highly developed interpersonal skills and ability to work in an international environment,Ability to work on team projects and achieve team goals,Ability to take initiative and work in a fast-paced changing environment,Ability to maintain knowledge of procedures, products, and projectsExperience 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.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.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 or adjustment to search for or apply for one of our positions, please send an email to . In your email, please include the accommodation or adjustment 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.FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.Click to access the FTIS Whistleblower Protection Policy.
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Localisation : Poznań, wielkopolskie
Date du poste : Sat, 07 Jun 2025 07:49:12 GMT
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