Institutional Onboarding Associate

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.

About the department

Institutional Client Service EMEA provide 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.

As an Institutional Onboarding Associate, you'll play an important role in helping new clients and investment mandates get set up successfully. This is an excellent opportunity for someone looking to start or develop their career within asset management. You'll gain exposure to a client-facing environment, work with a wide range of stakeholders, and develop valuable project coordination and relationship management skills.

How you will add value

• Support client onboarding across the EMEA region.
• Coordinate activities across multiple internal teams to ensure a smooth onboarding experience.
• Build relationships with clients, colleagues, and external partners.
• Track onboarding projects and help ensure key milestones are achieved.
• Support post-launch updates and ongoing client account maintenance activities.
• Develop an understanding of Franklin Templeton's products, clients, and operational processes.
• Contribute to delivering an exceptional client experience.
• Represent the Client Service team in a professional and collaborative manner.

What will help you be successful in this role

Experience, Education & Certifications

• Ideally suited to someone looking to start or develop their career within asset management.
• Interest in financial services, client service and project coordination - demonstrated through academic achievements, internships, placements, or related experience.
• Strong interpersonal and communication skills, with the confidence to engage with a variety of 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.

Work Schedule & Location

Hybrid working model, with 4 days per week in the office.
 

#LI-EUR

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.

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.

As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.

Artificial intelligence or automated tools may be used to assist in the screening, assessment, or selection of applicants for this position.