Institutional Onboarding Associate, EMEA
Franklin Templeton, Edinburgh
Institutional Onboarding Associate, EMEA
Salary not available. View on company website.
Franklin Templeton, Edinburgh
- Full time
- Permanent
- Onsite working
Posted 1 week ago, 4 Sep | Get your application in now before you miss out!
Closing date: Closing date not specified
Job ref: 9d6a06a36aa14805a623652ac9bea736
Location ref: Edinburgh
Full Job Description
Institutional Client Service EMEA providing onboarding and post-sale services to institutional clients across Europe, the Middle East and Africa. The team partners closely with Sales, Client Coverage, Investment and Operational teams to deliver an exceptional client experience. This role focuses on coordinating new client and mandate implementations, ensuring a smooth and successful onboarding experience. You'll have exposure to EMEA clients, meaningful stakeholder engagement, and opportunities for professional development within a growing business area.,
- Coordinate onboarding projects across multiple investment vehicles.
- Manage post-launch changes and account closure activities.
- Partner with clients, colleagues, and third parties.
- Maintain strong internal governance and process controls.
- Help deliver an exceptional client experience.
- Represent the Client Service team professionally., As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners - individuals who have taken a break from work - are also encouraged to explore our job opportunities.
Experience in areas such as client service, onboarding, operations, project coordination within Financial Services - Proven ability to manage multiple deliverables and competing priorities.
- Experience working with internal and external stakeholders.
- Bachelor's degree or equivalent professional experience. Technical Skills
- Excellent written and verbal communication skills in English.
- Proficiency with Microsoft Office applications, particularly Excel and PowerPoint.
- Ability to analyse information and identify potential risks or issues.
- Strong attention to detail and commitment to data accuracy. Soft Skills
- Strong organisational and time management skills.
- Proactive approach to problem solving and continuous improvement.
- Ability to build effective working relationships across teams.
- Confidence managing stakeholder expectations and following through on commitments.
- Adaptability and resilience in a fast-paced environment.
- Ownership mindset with a focus on delivering positive client outcomes., Hybrid working model, with 4 days per week in the office.
At Franklin Templeton, we believe success is built through powerful partnerships. As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting edge strategies and deep insights to unlock opportunities for long term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients' success.
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