Specialist Middle Office Client Services

At Franklin Templeton, were driving 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 thats both broad and unique

From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clientsachievements

Come join us in delivering better outcomes for our clients around the world!

What is the Specialist Middle Office Client Services Group responsible for

The Middle Office Specialist within Middle Office Client Services Group will be responsible for performing multiple analytical, operational support & client service and support specific tasks

The position will involve project work and technical assistance for Core Operations teams as well as a great deal of Front Office interaction to act as a conduit for all their operational questions

The role requires leadership skills, product knowledge, interpersonal skills and the ability to work well within a team environment

This role also requires strategic thinking and the ability to work issues through with Operations and/or Technology teams

What are the ongoing responsibilities of a MOCS Specialist

Client Service Support

Act as point of contact to Front Office for all FTS related questions/issues

Aid global FTS departments on portfolio transactions, valuations, and issues

Act as point of contact for all Operational questions and issues impacting the Traders and Portfolio Managers

Liaise with internal and external clients to resolve issues and discrepancies

Identify issues and track through to resolution

Provide system support to Front Office

Controls / Metrics

Compile & help present Broker metrics

Compile Front Office statistics

Track queries and issues for the Front Office

Design more efficient methods of control

Compile feedback from GTS to custodians

Process Improvement

Take an active part in the testing of new systems/functions

Participate in the continuing development of the Middle Office Client Services operating model, and help validate proposed ideas/plans prior to implementation

Identify opportunities within FTS interactions to increase service offerings, improve efficiencies, evolve workflows, and minimize risks

Risk Management

Monitor daily failed and non-completed trades to ensure timely settlement

Monitor error trends with counterparties & custodians to ensure these are addressed

Participate in the risk assessment process by documenting failed/inadequate processes lending to an incident or potential incident

On-Boarding

Assist with the on-boarding activities for locally managed accounts

Assist with on boarding on new securities with Securities Maintenance Dept

Assist with on setting up new brokerage accounts

Support the conversion of any new clients or existing migrations and account level events

Market / Product Knowledge

Gain insight to market initiatives, trends and new products and take a proactive approach on the impacts to the organization

Increase market knowledge by attending Network Management calls

Relationship Management

Maintain relationships with portfolio managers and traders and act as conduit for all their operational questions

Attend Front Office service review meetings

Ensure that regularly scheduled reports to clients are implemented and delivered

Maintain ongoing communication with broker

Participate in broker review meetings

Participate in broker performance scoring and reviews with appropriate internal team members and management

Maintain ongoing communication with Custodian

What ideal qualifications, skills & experience would help someone to be successful

Post Graduate or Graduate in a Senior Analyst/Specialist role with minimum of 5 yearsexperience in Global Trade Support /Customer fronting, preferably in Mutual Fund and/or with Investment banking related industry

Good verbal and written communication skills

Good customer service, accurate and logical problem-solving skills

Good presentation skills and ability to interact with all levels of users and management

Resilient; able to work under pressure and ability to track and deliver assignments on schedule

Ability to work on multiple deadline orientated tasks in a high energy environment

Good organizational and time management skills

Self-motivated

Market knowledge

System knowledge (i e,

OMGEO products, MISYS, Charles River & Bloomberg)

Product knowledge (Fixed Income, Equity, FX and Derivatives)

Financial Services operational knowledge (Trade Settlements & Support, Corporate Actions, Pricing, Security Master, Proxy)

Knowledge of business desktop applications (MS Office, Power BI & Alteryx)

Research, problem solving and analytical skills, combined with good business judgment and possess the ability to follow set processes and procedures as part and parcel of daily work requirements

Document and implement controls with current processes

Good understanding of industry & financial markets and ability to make decisions based upon risk

Exposure to international operations management and a high degree of cultural awareness is helpful

Team player: able to work well with other team members and provide the necessary support when and as required

Resilient; able to work under pressure and ability to track and deliver assignments on schedule

Good Interpersonal skills; able to work with all levels of staff and Management (both internal & external customers)

Shift Work Timings Should be flexible with shift timings

Experience our welcoming culture and reach your professional and personal potential!

Our culture is shaped by our diverse global workforce and strongly held core values

Regardless of your interests, lifestyle, or background, theres a place for you at Franklin Templeton

We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life

Hear more from our employees

By joining us, you will become part of 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 maintaining your physical and mental health, saving for lifes adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered

Highlights Of Our Benefits Include

Professional development growth opportunities through in-house classes and over 150 Web-based training courses

An educational assistance program to financially help employees seeking continuing education

Medical, Life and Personal Accident Insurance benefit for employees

Medical insurance also cover employees dependents (spouses, children and dependent parents)

Life insurance for protection of employeesfamilies

Personal accident insurance for protection of employees and their families

Personal loan assistance

Employee Stock Investment Plan (ESIP)

12 weeks Paternity leave

Onsite fitness center, recreation center, and cafeteria

Transport facility

Child day care facility for women employees

Cricket grounds and gymnasium

Library

Health Center with doctor availability

HDFC ATM on the campus

Learn more about the wide range of benefits we offer at Franklin Templeton

Franklin Templeton is an Equal Opportunity Employer