Hybrid EMEA Institutional Onboarding Specialist

Franklin Templeton; City of Edinburgh; Hybrid; GBP 45,000 - 65,000; Full time

Job summary

Franklin Templeton in Edinburgh is seeking a proactive Institutional Client Service professional to coordinate onboarding and post-sale activities for EMEA clients. You will partner with Sales, Client Coverage, Investment and Operations teams to deliver a seamless client experience across multiple investment vehicles.

This hybrid role offers four days in the office. You will manage onboarding projects, handle post-launch changes, maintain governance and data accuracy, and build strong

Qualifications

• Experience in client service, onboarding, operations, or 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.

Responsibilities

• Support client onboarding across the EMEA region.
• 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.

Skills

Client onboarding

Stakeholder management

Project coordination

Excellent communication

Attention to detail

Problem solving

Education

Bachelor's degree or equivalent

Tools

Microsoft Excel

PowerPoint

Job description

Franklin Templeton in Edinburgh is seeking a proactive Institutional Client Service professional to coordinate onboarding and post-sale activities for EMEA clients. You will partner with Sales, Client Coverage, Investment and Operations teams to deliver a seamless client experience across multiple investment vehicles.

This hybrid role offers four days in the office. You will manage onboarding projects, handle post-launch changes, maintain governance and data accuracy, and build strong