Strefa Klienta
What is the USTA Customer Operations department responsible for?
USTA Customer Operations group is responsible for servicing US clients holding shares in FTI funds. We ensure day-to-day operations, such as purchases, exchanges, liquidations, transfers, new account set up and changes of ownership, are done with the highest transaction quality and efficiency and customer focus. Due to further growth of the department, we are currently looking for a passionate and effective individual to join our leadership team.
What are the ongoing responsibilities of a Supervisor-TA Channel?
- Day-to-day management, monitoring and reporting operations carried out by the assigned team in accordance with the applicable US TA policies, procedures & regulations.
- Managing the workflow between Poznan, and other offices in partnership with peers located in US and Hyderabad, offering resolutions and feedback on bottlenecks.
- Managing staff development, creating actionable objectives and providing regular feedback on the progress, ensuring motivation and positive atmosphere within the team.
- Close collaboration with leadership group, both locally and globally, on various business improvements projects, related to workflow changes, system updates or other strategic initiatives.
What ideal qualifications, skills and experience would help someone to be successful?
- Bachelor’s degree in business or related major or equivalent experience
- Well-developed verbal and written English communication skills
- Fully proficient with all office system applications
- Minimum three years’ work experience preferably in the financial services industry
- Knowledge and/or training in the mutual fund industry preferred
- Solid leadership/supervisory experience
- Experience in working in global environment preferred
- Strong people development and soft skills and customer oriented mindset
- Willingness to develop and drive for learning
- Flexibility to work in 1PM – 10PM work shift
What makes Franklin Templeton Investments unique?
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.
Highlights of our benefits include:
- Possibility to develop your career in a Global environment
- Attractive location
- Benefit package: medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, MultisportCard, Staff investment program
- Stable employment conditions
- Free gym in your office
- Friendly and supportive working environment
- Participation in international projects
- Possibility to lead or support Charity Events
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