Client Relationship Specialist

Client Relationship Specialist

Poznań

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!

About the department

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.

How you will add value

Responsibilities:

You will address complex client inquiries and resolve complaints.
You will verify and process requests and transactions.
You will onboard new clients and manage email communication.
You will reconcile and validate banking payments.
You will perform system testing and quality checks.
You will collaborate with internal teams and external partners.
You will identify workflow improvements and recommend solutions.
You will monitor for suspicious activity and ensure compliance.
You will represent the division in projects and assist supervisors.

What will help you be successful in this role

Experience, Education & Certifications:

Fluent English and Polish communication skills.
Experience in Anti-Money Laundering (AML) and Know Your Customer (KYC).
Background in client service and operations.
Previous Transfer Agency (TA) experience is an advantage.

Technical & Soft Skills:

Strong analytical and organizational skills.
Ability to work independently and take initiative.
Excellent interpersonal skills and attention to detail.
Comfortable in a fast-paced, international environment.

Experience 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.

Hear more from our employees

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.

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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 accommodations@franklintempleton.com. 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 here to access the FTIS Whistleblower Protection Policy.

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Przewodnik "Kariera w finansach i bankowości"

Client Relationship Specialist