Praca TA Client Representative Poznań, wielkopolskie

Praca TA Client Representative 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 | TA Client Representative

Miejsce: Poznań, wielkopolskie

Nr ref. 825941

Opis stanowiska

The Client Operations group is responsible for providing a positive customer experience for all clients through activities related to broker/dealer back office function, transaction processing, customer contact, shareholder servicing, mutual fund compliance, recordkeeping, and shareholder reporting. This group helps to protect the best interests of the funds, shareholders and Franklin Templeton Investments by providing support to transfer agent strategies and system improvements, adhering to policies and procedures and workflow processes & maintaining a continuous improvement mindset.


We are looking for candidates who:

  • Are fluent in English
  • Very good knowledge of French is a plus.
  • Have a bachelor’s degree or equivalent experience preferred
  • Strong relationship building, communication, and problem-solving skills.
  • Ability to multitask.
  • Solid understanding of Microsoft applications.
  • Are ready to work evening hours 13-22.


We guarantee:

  • Local work with global perspective
  • Panoramic view on Poznan
  • Benefit package: medical insurance, Life Insurance, Assistance Package, Employee Assistant Program, MultisportCard, Staff investment program
  • Gym in the office
  • Work based on work-life balance concept
  • Work based on mutual trust and constant feedback
  • Possibility of being involved in local initiatives and social action projects

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