Praca Client Relations Analyst Poznań, wielkopolskie

Praca Client Relations Analyst Poznań, wielkopolskie


Jesteśmy globalną organizacją inwestycyjną, a zarazem liderem w zarządzaniu aktywami, działającą na rynku jako Franklin Templeton Investments. Nasza główna siedziba zlokalizowana jest w San Mateo (Kalifornia), a nasze odddziały i wspierające nas spółki zależne znajdują się w 35 krajach. Świadczymy usługi i rozwiązania inwestycyjne w ponad 150 państwach na całym świecie

Firma: FRANKLIN TEMPLETON | Client Relations Analyst

Miejsce: Poznań, wielkopolskie

Nr ref. 845126

Opis stanowiska

Client Relations Analyst with FTS Institutional Client Reporting Team will provide support on day-to-day account servicing and reporting needs for institutional clients globally. The employee will be responsible for key institutional clients, creating client reporting via various automated and non-
automated platforms. They will identify reporting requirements and coordinate deliveries with other business units as needed, as well as provide subject matter expertise on production/problem resolution of client reporting and related services. They may work on projects as directed by the
leadership team and will also communicate and coordinate with other GCSS hubs, globally, as required.

Working with us, you will be responsible for:

  • Maintain the highest standards of Client Reporting for Franklin Templeton Institutional Clients
  • Collaborate with various internal teams (Portfolio Accounting, Investment Risk, Performance Risk, Commentary, PDS, AMP and Legal) to ensure information flow is accurate for Institutional Client Reports within prescribed deadlines
  • Support priority and ad hoc reporting requirements of external institutional clients and internal clients like Sales, Client Service and Portfolio Managers
  • Resolve Client Queries in a timely manner by investigating and coordinating with internal teams; investigating data changes and issues and notifying upstream/downstream impacted teams
  • Champion, lead and support Transition of reporting from Client Service regional teams
  • Monitor the maintenance of client accounts, including opening new accounts, processing changesand transfers, and terminating/liquidating accounts
  • Analyze process changes/automations resulting in increased measurable results along with key metrics which impact the operations
  • Working under minimal supervision, adhering to policies & procedures and escalating issues to management when necessary
  • Building and maintaining professional relationships with business partners through effective communication (Client Services, Sales, Investment Risk, Portfolio Accounting, Portfolio Management, Product Management, Legal, Compliance etc.)


  • Minimum Bachelor’s Degree
  • 1 - 3 years of relevant industry experience, asset management industry, 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
  • The ability to analyze trends, identify incorrect data and produce client reporting with 100% accuracy
  • Understanding Risk characteristics, performance and attribution is preferred
  • Understanding data confidentiality (dealing with highly confidential data)
  • Experience in report creation using PowerPoint, Excel and Adobe Acrobat
  • Excellent documentation skills to capture solutions / workflows as repeatable and defined processes


  • Local work with global perspective
  • Attractive location in the center of Poznań
  • Medical Care and Life Insurance
  • Office gym and optional
  • MultiSport cards
  • Investment opportunities
  • Company childcare
  • Charity events
  • Learning resources

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