Graduate Trainee Operations
1 month ago
What are Client Services, Fiduciary Operations group responsible for?- This role will be part of Fiduciary Account Client Services Team.- Team is responsible for a successful client onboarding, opening new accounts for existing clients and closing terminated relationships, initiation, coordination, and processing of all account opening/onboarding tasks as required to enable transactions for investment and relationship management professionals, closing terminated relationships.#ENTRY_LEVEL
What are the ongoing responsibilities of a Graduate Trainee?
- Responsibilities include performing one or more of the following functions:_- Collect and review required account opening information/documentation from internal teams.- Input collected information into Know Your Client and Account Opening Profile electronic forms.- Work with market teams to obtain missing information needed to complete verification and onboarding.- Verification and communication of account funding status and other client set up milestones to the internal market teams.- Completion and coordination of account closing tasks (such as document review, submission of account closing profile electronic forms)
What ideal qualifications, skills & experience would help someone to be successful?
- Education & qualifications:_- Bachelors in commerce mandatory- Training/Certification in KYC process.
- Must have skills:_- Background in finance and accounting mandatory- Strong communication skills, both written and verbal- Strong organization skills with high attention to details- Proven ability to work efficiently and accurately in a fast-paced multi-tasking environment.- Ability to work independently after proper training.
Work Shift Timings - 6.30 PM - 3.30 AM IST (need to be flexible)
- 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:_
- 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)
- “Location specific benefits” as mentioned below_
- Onsite fitness center, recreation center, and cafeteria
- Cricket grounds and gymnasium
- Library
- Health Center with doctor availability
- HDFC ATM on the campus
- Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at- Franklin Templeton Careers
- to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a
diverse and inclusive
-
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