Specialist - Middle Office Client Services
6 months ago
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 years our success has been a direct result of the talent, skills and persistence of our people, and we are looking for qualified candidates to join our team.
What is the Specialist - Middle Office Client Services Group responsible for?
The Middle Office Specialist within Middle Office Client Services Group will be responsible for performing multiple analytical, operational support & client service and support specific tasks. The position will involve project work and technical assistance for Core Operations teams as well as a great deal of Front Office interaction to act as a conduit for all their operational questions. The role requires leadership skills, product knowledge, interpersonal skills and the ability to work well within a team environment. This role also requires strategic thinking and the ability to work issues through with Operations and/or Technology teams.
What are the ongoing responsibilities of a MOCS Specialist?
Act as point of contact to Front Office for all FTS related questions/issues
Aid global FTS departments on portfolio transactions, valuations, and issues
Act as point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers
Liaise with internal and external clients to resolve issues and discrepancies
Identify issues and track through to resolution
Provide system support to Front Office
Compile & help present Broker metrics
Compile Front Office statistics
Track queries and issues for the Front Office
Design more efficient methods of control
Compile feedback from GTS to custodians
Take an active part in the testing of new systems/functions
Participate in the continuing development of the Middle Office Client Services operating model, and help validate proposed ideas/plans prior to implementation.
Identify opportunities within FTS interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks
Monitor daily failed and non-completed trades to ensure timely settlement.
Monitor error trends with counterparties & custodians to ensure these are addressed
Participate in the risk assessment process by documenting failed/inadequate processes lending to an incident or potential incident
Assist with the on-boarding activities for locally managed accounts
Assist with on boarding on new securities with Securities Maintenance Dept.
Assist with on setting up new brokerage accounts.
Support the conversion of any new clients or existing migrations and account level events
Gain insight to market initiatives, trends and new products and take a proactive approach on the impacts to the organization
Increase market knowledge by attending Network Management calls
Maintain relationships with portfolio managers and traders and act as conduit for all their operational questions
Attend Front Office service review meetings
Ensure that regularly scheduled reports to clients are implemented and delivered.
Maintain ongoing communication with broker
Participate in broker review meetings
Participate in broker performance scoring and reviews with appropriate internal team members and management
Maintain ongoing communication with Custodian
What ideal qualifications, skills & experience would help someone to be successful?
Post Graduate or Degree holder with minimum of 5 years’ experience in Global Trade Support /Customer fronting, preferably in Mutual Fund and/or with Investment banking related industry
Good verbal and written communication skills
Good customer service, accurate and logical problem-solving skills
Good presentation skills and ability to interact with all levels of users and management
Resilient; able to work under pressure and ability to track and deliver assignments on schedule
Ability to work on multiple deadline orientated tasks in a high energy environment
Good organizational and time management skills
Self-motivated
Market knowledge
System knowledge (i.e. OMGEO products, MISYS, Charles River & Bloomberg)
Product knowledge (Fixed Income, Equity, FX and Derivatives)
Financial Services operational knowledge (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy)
Knowledge of business desktop applications (MS Office, Power BI & Alteryx)
Research, problem solving and analytical skills, combined with good business judgment and possess the ability to follow set processes and procedures as part and parcel of daily work requirements
Document and implement controls with current processes
Good understanding of industry & financial markets and ability to make decisions based upon risk
Exposure to international operations management and a high degree of cultural awareness is helpful
Team player: able to work well with other team members and provide the necessary support when and as required
Resilient; able to work under pressure and ability to track and deliver assignments on schedule
Good Interpersonal skills; able to work with all levels of staff and Management (both internal & external customers)
Work Shift Timing - 6:30 PM - 3:30 AM IST
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 —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.
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) Onsite fitness center, recreation center, and cafeteria Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campusFranklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at to learn more about our company and our career opportunities.
Franklin Templeton is committed to fostering a environment. If you believe that you need a workplace arrangement to search for, or apply for, one of our positions please send an email to . In your email, please include the arrangement you are requesting and the job title and job number you are applying for. We will review the request and make a best effort to enact the arrangement. It may take up to three business days to receive a response to your request. Please note that only requests for arrangements will receive a response.
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