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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that’s both broad and unique. And our welcoming, respectful and inclusive culture provides 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!
We are looking for a Client Services Associate to join our Client Services team based in Melbourne, Australia. This role will primarily be responsible for providing exceptional client servicing across our Australian and New Zealand retail and institutional client base, and across both public and private markets.
What are the ongoing responsibilities of this position?
Delivery of accurate, comprehensive and timely client reporting across all asset classes and investment vehicles.
Serve as a key contact for clients, internal and external stakeholders, responding to ad-hoc client queries, research requests, and compliance attestations, ensuring all requests are answered in a comprehensive, insightful and timely manner.
Collaborate with colleagues across the firm to respond to annual and ad-hoc operational due diligence questionnaires.
Coordinate with investment teams and our specialist investment managers to gather investment data and insights.
Proactive identification and resolution of any data inconsistencies.
Work with operational teams to ensure any issues are resolved efficiently.
Maintenance of ad hoc client request logs and client reporting calendar.
Track and report on delivery metrics across reporting categories, including submissions to internal governance reporting.
Maintaining excellent knowledge of regulatory environment as it impacts our client base.
Participation in projects relating to process enhancement and business efficiency.
What qualifications, skills and experience would help someone to be successful?
3-5 years of relevant work experience within funds management (preferably experience in Institutional Client Services).
Bachelor’s degree or equivalent required.
Genuine interest in and understanding of financial markets and investment products.
Highly numerate, strong data, analytical and problem-solving skills.
Exceptional attention to detail.
Proficient in using Microsoft Word, Excel, PowerPoint and Power BI. Excellent verbal and written communication and interpersonal skills.
A proactive and resourceful person who works well autonomously and as part of a team.
Ability to manage multiple competing priorities simultaneously.
Effective communicator with a collaborative approach to cross-functional teamwork.
Experience using CRM systems advantageous.
#LI-APAC
#ASSOCIATE
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life.
By joining us, you will become part of 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 maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered.
Learn more about the wide range of benefits we offer at Franklin Templeton
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and 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.
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 [email protected]. 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.
Top Skills
What We Do
Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton (www.franklinresources.com).
The products, services, information and materials referenced in this site may not be available to residents in certain jurisdictions. Consult with an investment professional or contact your local Franklin Templeton office for more information. This site and the information contained herein is not intended to constitute an offer to sell or an invitation or solicitation of an offer to buy any product or service by Franklin Templeton. Nothing in this website should be construed as investment, tax, legal or other advice. All investments involve risks, including potential loss of principal.
LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk.
US readers: This material is being distributed in the U.S. by Franklin Distributors, LLC. Member FINRA/SIPC and only offers U.S. registered Franklin Templeton products.
View our Terms and Conditions at: https://www.franklintempleton.com/help/social-media-guidelines/linkedin-guidelines
Non-US readers: View our Terms and Conditions at https://www.franklinresources.com/resources/linkedin
©2022 Franklin Templeton. All rights reserved.
