• Job Description

  Req#: 852993

  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 9,500 employees working in 30 countries around the world are dedicated to servicing investment solutions for our clients in more than 155 countries. For more than 75 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.

  What are the ongoing responsibilities of a Client Relations Analyst?

  The Client Relations Analyst supports the day-to-day needs of the Business Analysts in Hyderabad, Sub-advisory Client Relations Managers and the Client Service -Business Development Managers. The role will primarily support each group during periods of high volume of client requests, assigned projects, and will own certain processes as well. Ultimately, the goal of the overall group and this role is to fully support the Strategic Account Managers and the home office contacts at our client firms while managing strategic and tactical initiatives. The ideal candidate will be a motivated self-starter with high client service standards and who always puts team success first. This position will be hybrid and can work from any Franklin Templeton location – flexibility to travel to other locations as needed is preferred.

  Responsibilities of this role:

  Assisting the Business Analyst/Sub-Advisory Team duties:

  • Manage a high volume of monthly, quarterly, annual, and ad-hoc client deliverables individually and in partnership with the other Client Service teams.

  • Field on-going client inquiries and requests regarding portfolio information, compliance information, and fund information.

  • Review and respond to monthly, quarterly, and/or annual sub-advised compliance requests/certifications.

  • Complete/review RFIs, RFPs, custom reports and compliance reports for Mutual Fund, Insurance & Sub Advised clients.

  • Preparation and submission of responses to clients regarding Due Diligence Questionnaire, Portfolio Manager Commentaries, Product Profiles, Attributions and Performance Summaries etc.

  • Actively perform Client Certification functions on a monthly & quarterly basis with accuracy.

  • Coordinate and conduct Compliance/Operations due diligence meetings for assigned clients (usually at Franklin Templeton sites or via teleconference).

  • Should be pro-active in escalating issues/concerns/delays to Manager with regard to client issues and deliverables and is expected to be vocal at all times.

  • Research and document business issues involving workflow procedures and processes.

  Assisting the Client Service Manager – Business Development team:

  • Assist with the client communication process relative to product updates and launches with a knowledgeable, systematic and efficient approach.

  • Provide regular updates regarding status of business initiatives, special projects, and support tasks.

  • Collaborate with CSM-BD team in their effort to support the Strategic Account Manager(s) to author business plans, strategy presentations and client partnership updates.

  • Function as an extension of the Strategic Account Manager and CSM-BD team when partnering with internal functional areas always advocating for the client, anticipating their needs and continuously working to evolve the overall client experience.

  • Coordinate and potentially participate in client events including Franklin Templeton hosted due diligence meetings, road shows, partner firm conferences, client conference calls/webinars. Attend client conferences/meetings upon request.

  • Obtain in-depth knowledge of assigned partner firms, including but not limited to, understanding platforms, product availability, pending shelf space opportunities, firm research themes, distribution structure, compliance landscapes, approval processes and meeting guidelines.

  The Strategic Account Sales team that this role primarily supports is responsible for:

  The Strategic Account Management team is responsible for building relationships with key individuals at our client firms, gaining inclusion of Franklin Templeton products on platforms, creating bespoke product solutions for our clients, finding new and creative ways to grow and diversify the business, and gaining visibility at firm and industry events to showcase Franklin Templeton’s thought leadership and world-class products.

  What ideal qualifications would help someone be successful?

  • Bachelor's Degree or equivalent experience.

  • Minimum of 3+ years industry experience preferred, with a meaningful understanding of the investment industry.

  • Motivated self-starter who can deal with changing requirements in a fast-paced environment; able to creatively implement strategic and tactical initiatives.

  • Excellent verbal/written communication skills.

  • A team player with outstanding interpersonal, time management and efficiency skills.

  • Comfortable with managing a high volume of requests with timely turnaround.

  • Strong technical skills utilizing MS Office including Excel and PowerPoint.

  • Strong working knowledge of FT internal systems including Seismic, Dynamics, etc.

  • Utilize PowerBI dashboards to generate reports for Sales, Product and year over year measurement.

  Franklin Templeton offers employees a competitive and valuable range of total rewards—monetary and non-monetary—designed to support the whole person and to recognize their time, talents, and results. Along with base compensation, other compensation is offered such as a discretionary bonus, 401k plan, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to location, job-related knowledge, skills, and experience. At Franklin Templeton, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation. We expect the salary for this position to range between $71,400- $92,600

  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.

  Highlights of our benefits include:

  • Three weeks paid time off the first year
  • Medical, dental and vision insurance
  • 401(k) Retirement Plan with 85% company match on your pre-tax and/or Roth contributions, up to the IRS limits
  • Employee Stock Investment Program
  • Tuition Assistance Program
  • Purchase of company funds with no sales charge
  • Onsite fitness center and recreation center*
  • Onsite cafeteria*

  *Only applicable at certain locations
  

  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.

  Franklin Templeton is an Equal Opportunity Employer. We are committed to equal employment opportunity for all applicants and existing employees and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation. We invite you to visit us at Franklin Templeton Careers to learn more about our company, career opportunities and recruitment process.

  Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for, or apply for, one of our positions please send an email to accommodations@FranklinTempleton.com . In your email, please include the accommodation you are requesting and the job title and job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only requests for accommodations will receive a response.

• About the company

  Franklin Resources Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.

Notice