otouczelnie - Client Relationship Specialist

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 Relationship Specialist

Miejsce: Poznań, wielkopolskie

Nr ref. 864454

Opis stanowiska

Core Responsibilities:

You will respond to complex customer inquiries.
You will verify and reconcile client transactions.
You will manage onboarding and email communication.
You will collaborate with internal and external teams.
You will ensure data accuracy and compliance.
You will support operational tasks and suggest improvements.

Wymagania

Experience & Education

Fluent in English.
Experience in Transfer Agency and Alternatives preferred.
Knowledge of AML/KYC and client service.

Technical Skills

Strong analytical and organizational skills.
Attention to detail.
Ability to work independently.

Soft Skills

Strong interpersonal and diplomatic skills.
Comfortable in international teams.
Proactive and adaptable.

Oferujemy

https://franklintempletonprod.widen.net/view/pdf/6vnpyohigd/benefits-in-franklin-templeton.pdf

Informacje dodatkowe

GSS International delivers Transfer Agency services and manages strategic distribution partnerships across CEEMEA, Americas, and APAC. The Transfer Agent Oversight Team ensures smooth external operations, especially for Alternative investment products. The team works closely with Product Management, Sales, Compliance, and Legal to maintain transparency and regulatory alignment. Members gain exposure to global markets, collaborate cross-functionally, and contribute to high-impact financial operations.