Client Service Manager Client Service Manager …

Franklin Templeton Asset Management
in Melbourne, Victoria, Australia
Permanent, Full time
Last application, 28 Oct 20
Franklin Templeton Asset Management
in Melbourne, Victoria, Australia
Permanent, Full time
Last application, 28 Oct 20
At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 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.

We are looking for a Client Service Manager to join the Fund Administration and Reporting team in Melbourne, Australia. This role is primarily responsible for interacting with clients, their advisers and other internal & external stakeholders on a daily basis to ensure effective processes and delivery of exemplary client service.


What are the ongoing responsibilities of this position?

  • Respond to investor and adviser telephone and email enquiries in an accurate and timely manner
  • Support the onboarding of new fund investors and provide ongoing service to existing fund investors
  • Liaise with external unit registry provider to answer client queries, complete account openings, and resolve trade and account maintenance queries
  • Perform daily administrative duties and ensure all requests and tasks are completed in a timely, accurate and compliant manner
  • Liaise with investment management teams and outsourced unit registry provider to resolve any daily cashflow queries
  • Day to day oversight of outsourced unit registry provider and client service mailbox
  • Ensure regular internal and external reporting requirements are met
  • Answer internal and external enquiries as it relates to requests for fund information
  • Liaise with internal stakeholders including Sales, Product and Client Service teams
  • Assist with project related work as and when required


What qualifications, skills and experience would help someone to be successful?

  • Graduate degree in Finance or Business preferred
  • RG146 (training provided)
  • 3-5 years relevant experience
  • Strong client service experience, a working knowledge of unit trust administration preferably in a custodial or operational environment and some investment market knowledge
  • Ability to develop strong relationships with internal and external stakeholders with an emphasis on supporting the sales/distribution team
  • Effective communication skills
  • Attention to detail, strong numeracy skills and good time management
  • Excellent computing skills particularly across the MS Office suite and SharePoint


What makes Franklin Templeton 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.

We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and supporting our communities. An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.

We are also committed to your learning and development with resources focused around Experience, Exposure, and Education, to help you achieve your professional development goals. Take some time to, meet some of our people, and see what it means to say, “I AM Franklin Templeton.”

Franklin Templeton Investments values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.


Candidates must possess the right to work and live in Australia without restriction.


We regret that only short-listed candidates will be notified.

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