Institutional Client Service Analyst, EMEA

Franklin Templeton; City of Edinburgh; Hybrid; GBP 38,000 - 60,000; Full time

Benefits offered by this job

Hybrid working model

Flexible working arrangements

Diversity and inclusion

Job summary

Franklin Templeton in Edinburgh is seeking a proactive Institutional Client Service professional to support EMEA client accounts. You will work with Account Managers, coordinate enquiries, onboarding for new mandates and maintain records, contributing to a high-quality client experience.

The role involves cross-functional collaboration, preparing metrics and dashboards, assisting with proposals and due diligence, and supporting regulatory and business continuity activities in a hybrid

Qualifications

• Experience in client service, onboarding, operations, project coordination within Financial Services.
• Exposure to client-facing, analytical or team-based environments.
• Interest in financial services and institutional investing.
• Asset management experience is advantageous but not essential.
• Willingness to travel when required.

Responsibilities

• Provide servicing support to Institutional Client Account Managers and institutional clients across EMEA.
• Coordinate routine client enquiries, requests and lower-complexity client events.
• Support onboarding for new mandates and client transitions.
• Maintain accurate client records and audit trails.
• Provide support coordinating client meetings, materials and follow-up actions.
• Support invoicing, reporting and contractual processes.
• Prepare service metrics and performance dashboards.
• Assist with requests for proposals and due diligence activities.
• Collaborate with colleagues across business and support functions.
• Contribute to process improvements and team projects.
• Support regulatory, audit and business continuity activities.
• Progressively take ownership of day-to-day servicing of an assigned portfolio.

Skills

Microsoft Office

Excel

PowerPoint

Outlook

CRM systems

AI-enabled tools

German language

Job description

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.

Institutional Client Service EMEA supports institutional investors across Europe, the Middle East and Africa through ongoing servicing and relationship support. The team partners closely with Sales, Investment and Operational teams to deliver an exceptional client experience. This role is responsible for delivering high-quality day-to-day service, building trusted client relationships and ensuring client needs are understood and addressed effectively. Joining the team offers exposure to international clients, investment products and cross-functional collaboration, providing a strong foundation for developing a career within asset management and client services.

How You Will Add Value

• Provide servicing support to Institutional Client Account Managers and institutional clients across EMEA.
• Coordinate routine client enquiries, requests and lower-complexity client events.
• Support the Institutional Client Account Managers with onboarding for new mandates and client transitions.
• Maintain accurate client records and audit trails.
• Provide support coordinating client meetings, materials and follow-up actions.
• Support invoicing, reporting and contractual processes.
• Prepare service metrics and performance dashboards.
• Assist with requests for proposals and due diligence activities.
• Collaborate with colleagues across business and support functions.
• Contribute to process improvements and team projects.
• Support regulatory, audit and business continuity activities.
• Progressively take ownership of the day-to-day servicing of an assigned portfolio

Experience, Education & Certifications

• Experience in areas such as client service, onboarding, operations, project coordination within Financial Services
• Exposure to client-facing, analytical or team-based environments.
• Interest in financial services and institutional investing.
• Asset management experience is advantageous but not essential.
• Willingness to travel when required.

Technical Skills

• Strong Microsoft Office skills, including Excel, PowerPoint and Outlook.
• Experience using Customer Relationship Management systems.
• Familiarity with Artificial Intelligence-enabled tools.
• Additional European language, particularly German or Italian, would be advantageous.

Soft Skills

• Excellent organisation and attention to detail.
• Strong written and verbal communication skills.
• Ability to manage data accurately.
• Sound judgement and a proactive mindset.
• Collaborative and relationship-focused approach.
• Confidence to take ownership and elevate issues when needed.
• Curiosity and willingness to learn.

Work Schedule & Location

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

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.