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For more than 65 years, our success has been a direct result of the talent, skills and persistence of our people.
Client Service Executive - Transfer Agency
This role is responsible for providing a positive customer experience for all clients through activities related to broker/dealer back office function, transaction processing, customer contact, shareholder servicing, mutual fund compliance, recordkeeping, and shareholder reporting. This role also helps to protect the best interests of the funds, shareholders and FTI by providing support to transfer agent strategies and system enhancements, and adhering to policies and procedures and workflow processes.
Client Service Delivery
Answers routine customer inquiries, articulates customer concerns/problems and contributes to solutions within scope of work via inbound and outbound calls
Identifies customers' needs proactively to ensure a positive customer experience
Verifies customer requests to ensure information is correct and in good order, and takes appropriate action
Corresponds with customers via fax, email or standard written correspondence, where appropriate
Supports on new customer onboarding process
Adheres to all policies & procedure guidelines and customer service standards to achieve operational, productivity and quality objectives
Reviews and applies information from internal communication platforms regarding new products, market conditions and regulatory requirements to stay current and operate in the best interest of the customer, funds and enterprise
Performs activities related to department's mailing and releases client documentation via web portal
Corresponds with CPF Board and agent banks on regular reportings
May perform relevant service ad-hoc requests assigned by leader
Acts as the subject matter expert for ongoing departmental or/and global TA projects as and when assigned
Compliance & Risk Management
Adheres to all fund/company policies and regulatory controls/requirements
Detects potential signs of fraudulent and/or suspicious activity and takes appropriate action with guidance
Business Process Improvement (Continuous Improvement)
Understands and applies Franklin Templeton's business process improvement principles by participating in Continuous Improvement training and activities
Fundamental recognition of trends; presents questions that raise awareness
Identifies improvement opportunities to streamline business processes resulting in greater efficiency, productivity and/or service
Teamwork, Networking & Partnering to Achieve Objectives
Develops relationships within sphere of influence (i.e. supervisory team, functional group, etc.) to achieve divisional goals, satisfy customer needs, and resolve problems
Participates in team discussions to build business insight and knowledge base in order to achieve individual goals and understand team/divisional objectives
Ideal candidates will have:
A Bachelor's Degree
Up to 1 year experience working in a financial services firm. Experience in transfer agency for asset management companies is highly desired
Entry-level candidates are welcome to apply
Strong PC knowledge including use of Microsoft Office applications
Excellent written and verbal communication skills to interact with clients, business partners and management
Build and maintain good relationship with clients and business partners
Detailed oriented and good analytical skills to identify potential issues
Effective organizational skills, ability to multitask and prioritize own workload
Ability to work independently and in a team to collaborate effectively with cross-functional teams
Ability to resolve queries arising in daily work, maintaining accountability and escalating issues appropriately
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.
Candidates are welcome to visit our web site to find out more about our company:
We regret that only short-listed candidates will be notified