Custody Relationship Associate-823674
At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners.
Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries.
For over 65 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 Custody Relationship Associate, Investor Services Administration group responsible for? The Relationship Associate role within the Investor Services Administration department encompasses support for the Custody and Retirement Services business.
Responsibilities include but are not limited to support for Custody Administration & Retirement Services Administration.
What are the ongoing responsibilities of an Custody Relationship Associate? Works with Custody Relationships Managers, Relationship Associates in US and Retirement Services Associates on complex individual, institutional, Registered Investment Advisor and family relationships through the administration of accounts.
Provide Administration services to Custody & Retirement Services Relationships : (including but not limited to the below)
Account Maintenance processing. Cash Management processing for client requests (wires, ACH, checks, inter / intra account transfers).
Assist Relationship Team with client on-boarding. Process gifts and contributions. Understand and follow Corporate and Investor services policies and procedures.
The Relationship Associate should be able to prioritize the client needs / goals within the framework of the FTCI business objectives while developing solutions to meet their needs / goals.
Ability to manage multiple client accounts and projects with varying priorities and deadlines. Ensure service level standards are met.
in an effort to meet all client deliverables. The Relationship Associate will ensure that all areas of expertise within FTCI are leveraged as necessary to best service the client.
Coordinate and complete department projects as requested.
What ideal qualifications, skills & experience would help someone to be successful?
EDUCATION and EXPERIENCE
ADDITIONAL DESIRABLE QUALIFICATIONS
KNOWLEDGE, SKILLS and ABILITIES
PROBLEM SOLVING and DECISION MAKING
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 :
Franklin Templeton Investments is an Equal Opportunity Employer. We invite you to visit us at http : / / www.franklintempletoncareers.
com / to learn more about our company and our career opportunities.
Operations / Production