Senior Client Service Rep - PA

Overview

Senior Client Service Rep (PA) in Franklin Templeton’s Portfolio Administration team, delivering operational support and service across institutional separate accounts and retail products.

What you'll do

• Own assigned institutional separate account portfolios and retail products on behalf of FTS.
• Troubleshoot and resolve client-related queries, tracking issues to completion.
• Support NBS and Events teams on client service matters like onboarding and custodian-change meetings.
• Develop solutions and assist with complex or customized reports and procedures as requested.
• Maintain operational relationships with internal and external stakeholders.
• Deliver high-quality client service to Sales, Marketing, Client Services, and related teams.

What you'll need

• Bachelor’s degree, preferably in Finance or a related field.
• Experience within the investment management industry.
• Experience supporting listed and over-the-counter instruments.
• Strong analytical and problem-solving abilities with excellent attention to detail.
• Interest in technology and Artificial Intelligence tools.
• Familiarity with Aladdin, SQL, Microsoft Power BI, and Power Automate.

Details

• Work shift timings: 6:30 AM – 3:30 PM IST.
• Location code: FTISC-Hyderabad-F3328.