Global Client Relation Analyst-822631At 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 Global Client Relation Analyst Global Client Service Support group responsible for? Franklin Templeton Investments is a global investment management organization offering a wide range of investment advisory services to institutions, pension plans, trusts, partnerships, individuals and other clients.
GCSS is responsible for completion of timely and accurate client reporting and a wide range of other front office support functions i.
e. private placement support, client onboarding, client suitability, KYC / AML, Separate Account & Private Fund Servicing and institutional Client Servicing including Scheduled & On-
demand Client Reporting and Scheduled Batch Reporting.
GCSS analyst will :
Ensure timely and accurate completion of day-to-day expectations relating to account servicing and reporting.
Work closely with other GCSS hubs to determine priorities.
Perform reporting related functions via automated platforms or by creating presentation materials manually for non-standard requests.
Research and analyze methods to streamline and increase workflow efficiencies and communications with other GCSS hubs and business partners.
Frequently interact with other global Business Units providing GCSS with data, commentary, legal and compliance advice etc.
to ensure GCSS can support front office requirements and requests in a timely manner
What are the ongoing responsibilities of a Global Client Relation Analyst?
Ensure timely and accurate completion of GCSS tasks. Analyze and resolve report production issues. Escalate issues to supervisor in a timely manner
Respond to ad-hoc queries and requests from internal business partners and external clients related to GCSS tasks
Maintain communication with report recipients on production issues and on-going support / enhancement
Build and maintain professional working relationship with GCSS hubs and business partners globally
Produce materials leveraging the available reporting tools : GRIP, ACR, PPT, PDF, etc
Scheduled & On-demand Client Reporting and Data Delivery
Production and delivery of scheduled weekly, monthly, quarterly, semi-annual and annual Separate Account Reporting
Production and delivery of scheduled monthly and quarterly minibooks and custom template reports for clients invested in funds
Production of quarterly real estate reports
Delivery of regulatory reporting e.g. EMIR, MIFID II, Italian accounts
Production of On-Demand Client Meeting Books for separate account and fund clients
Production of ABC sample books for RFP purposes
Critically analyze data pieces received from providers and investigate any potential errors that might impact client reporting
Preparation of distribution notices for real estate clients
Responding to audit requests
Implement best practice processes
Apply a consistent, repeatable, and scalable process
Maintain excellent business knowledge and be mindful of customer needs, as well as systems capabilities and constraints
Keep up to date internal policies & procedures
Keep up to date all logs and metrics
Keep the SharePoint task list in sync with GRIP entries
Cross train on other team members’ tasks for business continuity purposes
Projects / initiatives
Actively participate in initiatives, projects or process improvements as assigned
Assist in testing of new systems / functions, propose enhancements and modifications
Participate in available training session, business literacy sessions and keep up to date with company developments
Participate in functional, regression, re-testing and system testing
What ideal qualifications, skills & experience would help someone to be successful?
1-2 years institutional financial services or comparable high-quality analytical experience required.
Familiarity with institutional clientele, products, servicing needs, and information standards.
Experience working in a global business environment with diverse cultures and time zones.
Experience in report creation using PowerPoint, Excel and Adobe Acrobat.
Experience with client communications and reporting systems / packets.
Computer literate (working knowledge in all MS applications with strong proficiency in Excel & PowerPoint, Exstream Dialogue book production via web-
based user interface) and CORIC.
Fluency in other foreign languages is a plus (French, Italian, German etc). ADDITIONAL DESIRABLE QUALIFICATIONS :
Franklin Templeton business insight.
Knowledge of institutional business.SKILLS AND ABILITIES :
Excellent written & verbal communication skills in English.
Meticulous attention to detail.
Ability to communicate effectively with internal business partners with diverse areas of expertise (Portfolio Management, Portfolio Administration, Performance, Risk, FTT, Information Management, Client Services, Sales, Legal, Compliance, Settlements, etc.).
Strong multi-tasking / project management skills.
Highly motivated, sales oriented with excellent interpersonal communication skills.
Excellent organizational and follow-through skills
Ability to work well within a team; PROBLEM SOLVING AND DECISION MAKING :
Proven ability to analyze complex reporting issues and problem resolutions
Work on matters with moderate scope and high complexity; ensure solutions are consistent with organizational objectives
Good common sense and judgment. 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)
Onsite fitness center, recreation center, and cafeteria
Cricket grounds and gymnasium
Health Center with doctor availability
HDFC ATM on the campus