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Associate Institutional Onboarding Manager - job post

Franklin Templeton Investments
4.0 na 5 gwiazdek
Poznań, wielkopolskie
Pełny etat

Lokalizacja

Poznań, wielkopolskie

Pełny opis stanowiska

At Franklin Templeton, we’re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs.
Come join us in delivering better outcomes for our clients around the world!
About the department
Institutional Client Service EMEA is a dynamic front-office team focused on onboarding and post-sale support for institutional clients. Acting as client advocates within FT, we work closely with sales and client coverage teams to deliver exceptional service and ensure long-term satisfaction.
We’re seeking an enthusiastic professional to join our growing team. In this role, you will manage and support new client onboarding across various investment vehicles and oversee key account events such as post-launch changes and closures, collaborating with clients and third parties.
By joining us, you will be part of a collaborative and successful team, working directly with clients, sales professionals, and industry partners, and have the opportunity for professional growth and development.
How you will add value
Core Responsibilities
  • You will lead or support onboarding for institutional clients across Europe, Middle East, and Africa.
  • You will coordinate major account events, including changes and closures.
  • You will ensure compliance with internal governance processes.
Strategic Responsibilities
  • You will act as a client advocate to enhance satisfaction and retention.
Team & Collaboration
  • You will work closely with sales, client coverage teams, and external partners.
What will help you be successful in this role
  • Enthusiastic about project management and client service
  • Curious, proactive, eager to learn and develop professionally
  • Excellent communication skills in English (oral and written)
  • Strong attention to detail and ownership of client challenges
  • Ability to multi-task and thrive in a fast-paced, team-oriented environment

Experience our welcoming culture and reach your professional and personal potential!
Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
Hear more from our employees
We want our employees to be at their best. By joining us, you will connect with a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
Learn more about the wide range of benefits we offer at Franklin Templeton in Poland
Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to 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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation or adjustment 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 or adjustment you are requesting, the job title, and the 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 accommodation requests will receive a response.
Franklin Templeton is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. We encourage the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. We ensure that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.
Please see the procedure below – both in
Polish
and
English
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