Retail Client Service Associate

Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton. Nasza główna siedziba zlokalizowana jest w San Mateo (Kalifornia), a nasze oddziały i wspierające nas spółki zależne znajdują się w 35 krajach. Świadczymy usługi i rozwiązania inwestycyjne w ponad 150 państwach na całym świecie.

Retail Client Service Associate

This position will focus on the following aspects of servicing our retail client base:

Responsible for the day-to-day management of retail client requests and associated operational related activity for Retail clients.

Providing operational expertise and efficiencies to support the Retail Client Service and Sales teams across EMEA, by reducing internal hand-offs, shortening the process chain and ensuring good practice across the region. In both aspects of the role, the Retail Client Service Associate will be client focused and responsible for providing high-quality service to retail clients, in close partnership with the local client service teams.

Working with us, you will be responsible for:

• Day-to-day management of client relationships covering all operational and administrative client activity for retail clients in the EMEA region
• Manage and respond to requests from clients, working with internal partners to ensure client’s expectations are met and responses are handled professionally and efficiently
• Manage requests from the local client service team and assist with operations related client enquires
• Provide insights to the distribution team to improve the client experience and support with sales or distribution initiatives

We are looking for candidates who:

• Strong interest in financial services
• previous experience within the Investment / Fund Management industry preferred
• 2 years’ experience in a client reporting, operations, or transfer agency environment, preferred but not essential
• Relevant educational qualifications would be helpful.
• Ability to communicate effectively in English both orally and in writing
• Ability to communicate and interact well with all levels, both internally (e.g., Distribution, Operations, and Investment & Product) and externally (e.g., Retail Clients)
• Customer service focus with an ability to be flexible with distribution or client needs.
• Excellent analytical skills and strong attention to detail
• Establish and maintain cooperative working relationships with multiple internal and external business partners contacted while performing assigned duties
• Perform multiple tasks in a fast-paced team environment and confident in making independent decisions, whilst working with integrity and focusing on delivering quality results
• Positive and proactive approach
• Adhere to established time frames and schedules; ability to organize and prioritize workflow to meet internal and external deadlines
• Proficiency in Word, Excel and PowerPoint
• Ability to maintain updated knowledge of procedures, products and activities of assigned area
• Ability to maintain confidentiality

We guarantee:

• Possibility to develop your career in a global environment
• Attractive location in the center of Poznań (New Market)
• Private Healthcare and Life Insurance
• Office gym
• MultiSport Program or MultiSport Cafeteria
• Investment Programs
• Learning resources (LinkedIn Learning, online and in-person trainings)
• Recommendation program (Employee Referral Network)
• Friendly and supportive working environment
• Participation in international projects
• Possibility to lead or support charity events
• Onsite kindergarten and creche
• Onsite canteen, discounted prices

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Cenimy rodziców. Są ważną częścią różnorodnej i inkuzywnej kultury Franklin Templeton. Dlatego staramy się zapewnić wielowymiarowe wsparcie tak, by mogli spełniać się w swoich życiowych rolach.