Praca Client Relationship Specialist Poznań, wielkopolskie

Praca Client Relationship Specialist Poznań, wielkopolskie

FRANKLIN TEMPLETON profil

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. 869550

Opis stanowiska

About the department

GSS International department provides TA service delivery and business partners oversight, as well as key distribution relationship support, for the funds domiciled in the CEEMEA, Americas and APAC Regions.

Part of the group is a Benji Customer Support Team which is responsible for the Transfer Agent activities including Client Service, Operations, AML/KYC.

The team is supporting funds distribution in above mentioned markets also with regards to projects and provides an overview of local procedures and processes.

This position is a 12-month contract role.

How you will add value

Core Responsibilities

  • You will address complex client inquiries and resolve complaints.
  • You will verify and process requests and transactions.
  • You will perform KYC/AML checks, onboard new clients, and manage email communication.
  • You will reconcile and validate banking payments.
  • You will perform system testing and quality checks.
  • You will collaborate with internal teams and external partners.
  • You will identify workflow improvements and recommend solutions.
  • You will monitor for suspicious activity and ensure compliance.
  • You will represent the division in projects and assist supervisors.

Wymagania

What will help you be successful in this role

Experience, Education & Certifications

  • Fluent English and Polish communication skills.
  • Experience in Anti-Money Laundering (AML) and Know Your Customer (KYC).
  • Background in client service and operations.
  • Previous Transfer Agency (TA) experience is an advantage.

Technical & Soft Skills

  • Strong analytical and organizational skills.
  • Ability to work independently and take initiative.
  • Excellent interpersonal skills and attention to detail.
  • Comfortable in a fast-paced, international environment

Oferujemy

Why join Franklin Templeton

Future thinking 

  • Shape the future of asset management through cutting-edge technology and global market leadership.

Welcoming culture

  • Grow alongside talented colleagues in a collaborative environment that values diverse perspectives.

True partnership

  • Thrive with strong benefits, competitive leave, and community support that extends beyond the workplace.

Share the opportunity

  • Share via linkedin

Informacje dodatkowe

Working Hours: 7-9.30am – 3.30-6.00pm (Flexible)

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