Specialist - Middle Office Client Services

Posted Yesterday
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Hyderabad, Telangana, IND
In-Office
Senior level
Financial Services
The Role
Support Front Office teams with trade execution, issue resolution, and improve processes. Monitor trades, manage risk, and onboard new accounts.
Summary Generated by Built In

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

About the Department:

The Middle Office Client Services Group enables smooth trade execution by supporting Core Operations and partnering closely with Front Office teams. The team collaborates with traders, portfolio managers, Operations, and Technology to resolve operational issues, improve processes, and ensure accurate, timely trade lifecycle management. Joining this group offers exposure to global markets, cross‑functional teamwork, and opportunities to strengthen analytical, product, and problem‑solving skills.

How You Will Add Value?

Client Service Support:

  • You will serve as the primary contact for Front Office operational and system queries.

  • You will support global teams on transactions, valuations, and issue resolution.

  • You will analyze and track issues until resolved.

  • You will liaise with internal and external stakeholders to address discrepancies.

  • You will provide system support to traders and portfolio managers.

Controls & Metrics:

  • You will compile broker metrics and Front Office statistics.

  • You will track queries and issues to strengthen transparency.

  • You will design improved control processes.

  • You will collect and share feedback from global teams with custodians.

Process Improvement:

  • You will test new systems and functions.

  • You will help refine the Middle Office operating model.

  • You will identify ways to enhance workflows, reduce risk, and increase efficiency.

Risk Management:

  • You will monitor failed or incomplete trades to ensure timely settlement.

  • You will track error trends and escalate concerns.

  • You will document process gaps for risk assessments.

On‑Boarding:

  • You will support onboarding for new accounts, securities, and brokerage setups.

  • You will assist with client conversions, migrations, and account‑level events.

Market & Product Knowledge:

  • You will stay informed on market initiatives, trends, and new products.

  • You will participate in Network Management calls to expand market understanding.

Relationship Management:

  • You will maintain strong relationships with traders and portfolio managers.

  • You will participate in service reviews and broker performance discussions.

  • You will ensure client reporting is delivered accurately and on time.

  • You will maintain regular communication with brokers and custodians.

What Will Help You Be Successful?

Experience, Education & Certifications:

  • Graduate or Post‑Graduate with 5+ years in Global Trade Support or client‑facing operations

  • Experience in mutual funds or investment banking

  • Ability to manage multiple deadlines in a fast‑paced environment

  • Strong market and financial services understanding

  • Exposure to global operations is an advantage

Technical Skills:

  • Experience with OMGEO, MISYS, Charles River, and Bloomberg

  • Knowledge of Fixed Income, Equity, FX, and Derivatives

  • Understanding of settlements, corporate actions, pricing, and security master

  • Proficiency in MS Office, Power BI, and Alteryx

Soft Skills:

  • Strong written and verbal communication

  • Effective problem solving and analytical thinking

  • Strong organizational skills and attention to detail

  • Ability to work under pressure

  • Flexible to change in work shifts

  • Collaborative and relationship‑oriented mindset

Work Shift Timings - 6:30 PM to 3:30 AM IST

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values. 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.

Hear more from our employees

 
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.  

Highlights of our benefits include:

  • Professional development growth opportunities through in-house classes and over 150 Web-based training courses

  • An educational assistance program to financially help employees seeking continuing education

  • Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)

  • Life insurance for protection of employees’ families

  • Personal accident insurance for protection of employees and their families

  • Personal loan assistance

  • Employee Stock Investment Plan (ESIP)

  • 12 weeks Paternity leave

  • Onsite fitness center, recreation center, and cafeteria

  • Transport facility

  • Child day care facility for women employees

  • Cricket grounds and gymnasium

  • Library

  • Health Center with doctor availability

  • HDFC ATM on the campus

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 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 [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.

Skills Required

  • 5+ years in Global Trade Support or client-facing operations
  • Experience in mutual funds or investment banking
  • Ability to manage multiple deadlines in a fast-paced environment
  • Strong market and financial services understanding
  • Technical skills in finance systems and tools

Franklin Templeton Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Franklin Templeton and has not been reviewed or approved by Franklin Templeton.

  • Retirement Support Retirement programs include a 401(k) with employer matching, an Employee Stock Investment Plan, and financial wellness resources for long‑term savings. These elements indicate robust support for building long‑term financial security.
  • Healthcare Strength Medical, dental, and vision coverage are complemented by life, disability, and accident insurance and comprehensive wellness initiatives. Offerings such as vaccinations, screenings, and assistance programs reinforce broad health support.
  • Strong & Reliable Incentives Annual incentives and recognition programs operate within a pay‑for‑performance approach, and a “great bonus system” is described across roles. These mechanisms suggest consistent variable pay opportunities tied to performance.

Franklin Templeton Insights

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The Company
HQ: San Mateo, CA
11,198 Employees
Year Founded: 1947

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.

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