Institutional Client Service Advocate
2 weeks ago
We respect the privacy of candidates for employment. The Privacy Notices set forth how we will use the information we obtain when you apply for a position through this career site.
Our goal is to provide exceptional client service and support in achieving their investment objectives.
Key Responsibilities:- Client Reporting: Work with colleagues globally to provide accurate and timely financial statements and portfolio performance metrics.
- Market Studies: Conduct market research and analysis to stay up-to-date on industry trends and best practices.
- Client Review Meetings: Organize regular review meetings with portfolio managers to discuss client needs and preferences.
- Training Programs: Develop and deliver training programs to educate clients on investment strategies and products.
- Due Diligence: Coordinate client due diligence events to ensure a smooth onboarding process.
- 5+ years of client service or related experience in a client contact capacity in the Financial Services Industry working with institutional clientele, products, servicing needs, and information standards.
- Strong communication skills, with an ability to communicate with people on all levels in and outside the company with enthusiasm.
- Fluency in English and Arabic is critical for this position.
- Strategic thinking and problem-solving abilities are essential.
- Able to multitask while working both independently and in a fast-paced, team-focused environment.
This role will support our Sales team based in Dubai in providing ongoing administrative and servicing assistance relating to client investments and other operational client support to ensure high-quality service experience for our clients and long-term retention of assets and fee revenue for our business.
Why You'll Thrive HereAt Franklin Templeton, we value individual differences and welcome diverse perspectives.
Join us, and contribute to advancing our industry forward by developing innovative solutions to help our clients achieve their goals.
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