Associate/Senior Associate, Client Service (12 month contract)

  • Competitive
  • Hong Kong
  • Permanent, Full time
  • Franklin Templeton Investments
  • 23 Jan 18 2018-01-23

Associate/Senior Associate, Client Service (12 month contract)

At Franklin Templeton Investments, we are dedicated to delivering strong results and exceptional service to clients, team members and business partners. Over 9,000 employees working in 60 offices around the world are dedicated to servicing investment solutions for our clients in more than 150 countries. For over 65 years, our success has been a direct result of the talent, skills and persistence of our people.

We are looking for either an Associate or Senior Associate to join our Client Service Team in Hong Kong.

Associate/Senior Associate, Client Service (12 month contract)

What are the ongoing responsibilities of this position?

  • Maintain and strengthen client relationship through high quality client service
  • Effectively and efficiently manage client enquiries to ensure positive experience
  • Assist to collate and analyze data to facilitate sales and research initiatives
  • Handle regular client reporting and data updates in a timely and professional manner
  • Maintain accurate and up-to-date records on CRM to capture and manage important client information
  • Comfortable in handling statistical analysis and data mining requests
  • Provide quality control review on documentations to ensure accuracy and compliance
  • Respond to multiple inbound client enquiries and requests through phone, email, website, etc.
  • Participate in projects related to industry trends, best practices and regulatory requirements as necessary
  • Remain focused and strive to ensure quality deliverables under tight deadline
  • Adapts to new initiatives and changing conditions swiftly with an open-mind

What qualifications, skills and experience would help someone to be successful?
  • A Bachelor's Degree
  • Minimum 1 year experience in client service, sales support or related experience in the fund industry (Job title will differ according to years of relevant experience)
  • Fresh graduates are welcome to apply
  • SFC License Type 1 is a plus
  • Fluency in English and Mandarin
  • Ability to read and write Chinese is desired
  • Good working knowledge of mutual funds and capital markets
  • Strong analytical skills and detail-oriented
  • Strong client servicing skills and problem solving capabilities
  • Organized and strong multi-tasking skills
  • Strong verbal and written communication skills
  • Excellent interpersonal skills, able to work along with various functions and lines of business
  • Able to work independently with minimal supervision
  • Strong work ethics, team player and positive attitude
  • Proactive, a fast learner with passion to learn and willingness to take initiative
  • Demonstrates a high level of professionalism in dealing with confidential and sensitive information
  • Proficient in using Microsoft Word, Excel and PowerPoint. Chinese word processing is desired
  • Solid knowledge of market data infrastructure and applications (including Bloomberg and Morningstar) will be an advantage

What makes Franklin Templeton Investments 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.

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