Specialist - Investment & Trade Client Services

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

What is the Specialist – Investment & Trade Client services - Portfolio Account Services Group responsible for?

• Onboarding Management team coordinates work of internal business partners and banks to successfully onboard new Franklin's products. The team consists of independent SMEs working with no Supervisor, reporting to Manager. We are seeking a candidate with project management skills and excellent communication skills. We offer flexible hours with overview and exposure to other departments' work.

What are the ongoing responsibilities of a Specialist – Investment & Trade Client services?

• Ensuring successful set up and launch of Franklin's managed Funds and Accounts,
• Managing relationships and facilitating communication with custody banks and internal stakeholders to develop and maintain mutual understanding of requirements
• Leading conversations with banks and internal teams to resolve issues
• Working with internal stakeholders of various levels and departments, e.g. Legal, Compliance, FTS, etc.
• Close tracking and reporting progress of key setups at banks
• Building and fostering relationships with key business partners, often at senior level, both internal (incl. NBS and BSPM) and external (mainly Banks representatives).
• Participating in various department-level projects, including innovations projects, identifying project objectives, resources and barriers, and ensuring successful and timely completion.

Client On Boarding Calls and Projects:

• Very close partnership with New Business Services group with FTS to ensure successful launches of FT products
• Represent Portfolio Account Services as a custody onboarding subject matter expert in boarding meetings
• Review and comment on the Investment Management Agreement to assess impacts on the derivatives agreement process and future negotiations.
• Work on projects to improve the custody onboarding process.

What ideal qualifications, skills & experience would help someone to be successful?

• Bachelor's degree or higher of equivalent work experience
• Five to seven years' professional experience in financial services
• Two to three years of derivative exposure
• Understanding of FT and FTS structures and custodian's role
• Previous investment industry experience preferred
• Experience in client service, marketing, project management or product development
• Excellent written and verbal communication skills
• Proofread documents to identify/remove risk
• Attention to detail and quality
• Interpersonal skills
• Good client service and customer focus
• Strong organization skills
• Demonstrated ability to follow through on work assignments
• Proven ability to take initiative and work under pressure in a dynamic environment
• Ability to maintain confidentiality
• Ability to work independently, prioritize, and meet deadlines
• Good facilitation, mediation, negotiation, and persuasion skills
• Strong knowledge of Excel, Word and Power Point

Work Shift Timings - 4:30 PM - 1:30 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

. 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.