Senior Client Service Representative - Portfolio Administration (6 months contract)

  • Competitive
  • Singapore Singapore Singapore SG
  • Permanent, Full time
  • Franklin Templeton Investments
  • 20 Jun 18 2018-06-20

Senior Client Service Representative - Portfolio Administration (6 months 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 70 years, our success has been a direct result of the talent, skills and persistence of our people.

We are looking for a Senior Client Service Representative - Portfolio Administration (6 months contract), based in Singapore. This role will be responsible for performing multiple client specific orientated tasks and delivery of service to a variety of external/internal clients and business partners including Sales/Marketing, Portfolio Management, Trading, Performance and Client Services. The position will be primarily responsible for providing client service to these groups for all inquiries as well as account governance/ownership, complex/custom reporting and events support for Institutional Separate Accounts. In addition, actively manage relationships with these teams, change/improve processes as service requires and proactively managing solutions to client needs due to trends and increasing customization. This role involves coordinating back office operational endeavors to provide premiere and seamless client service to internal and external clients and actively managing communication throughout all spectrums of job.

Candidates must be able to join by September 2018.

What are the ongoing responsibilities of this position?

  • Account Governance/Ownership
    • Good overall understanding of internal/external clients and relationships
    • Take ownership of assigned portfolios on behalf of Franklin Templeton Services (FTS) and monitor daily e-mails to ensure all inquiries are responded with accurate and timely resolution/service to end clients
    • Drive for solutions by proactively trouble shooting along with collaboration with other various key individuals/groups globally
    • Maintenance of the Global Account Database
    • Advise portfolio managers and cash management team of any cash movements in client accounts on a timely basis
    • Daily/Monthly Review of performance
    • System/account validation and maintenance oversight
  • Client Service Support
    • Engage internal/external clients and business partners to access product delivery and potential process changes
    • Act as a conduit for all inquiries to build strong relationships with internal/external clients and business partners
    • Act as point of contact on behalf of FTS for all SMA and institutional Separate Account client service related questions/issues and assist in tracking issues through to resolution
    • Provide Management fee support to ensure all fees are collected and posted in the clients' accounts in a timely manner to meet standards of performance reporting
    • Prepare and participate in client requested ad hoc meetings including Due Diligence meetings

  • Projects Initiatives & Events
    • Actively participate in PA Global Improvement and corporate commitment initiatives, Business Continuity testing, system user enhancement testing and Complex Securities Review meetings
    • Other projects assigned by management.
    • Aid in staff cross-training and procedure manuals
    • Provide support for on-boarding activities including participating client/custodian meetings.
    • System/account maintenance for changes resulting from events

    • Reporting
      • Deliver requested complex/custom reports
      • Provide Performance Reports
      • Track and compile queries/issues for statistical reporting to management

    What qualifications, skills and experience would help someone to be successful?
    • Bachelor's Degree or equivalent experience in Business, Accounting or Finance is desired.
    • Minimum three years of financial services experience in middle and/or back office operations. Experience in investment management is highly desired.
    • Sound knowledge of investment industry accounting principles, terminology, financial markets, security types and corporate action types
    • Good presentation skills and ability to interact with all business partners and management
    • Able to work with end users to identify potential issues and high risk items
    • Build and maintain good relationships with clients and business partners
    • Good organizational skills and the ability to prioritize own workloads
    • Good verbal and written communication skills
    • Detailed oriented and good analytical skills
    • Ability to resolve queries arising in daily work, maintaining accountability and escalating issues appropriately
    • Able to work under general supervision; refers to policies and practices for guidance.
    • Proficiency with Microsoft Office application, GMAX, Onetis and Advent-Axys

    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.