Institutional Onboarding Associate, EMEA

Franklin Templeton; City of Edinburgh; On-site; GBP 40,000 - 54,000; Full time

Benefits offered by this job

Hybrid working

Job summary

Franklin Templeton in the United Kingdom is seeking a role within Institutional Client Service EMEA to coordinate onboarding and post-sale services for institutional clients across Europe, the Middle East and Africa. The role focuses on coordinating new client and mandate implementations and ensuring a smooth onboarding experience, with exposure to EMEA clients and governance.

Qualifications

• Experience in client service, onboarding or operations 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

English communication

Attention to detail

Project coordination

Stakeholder management

Time management

Problem solving

Education

Bachelor’s degree or equivalent professional experience

Tools

Microsoft Excel

Microsoft PowerPoint

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.

About the department

Institutional Client Service EMEA providing 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. This role focuses on coordinating new client and mandate implementations, ensuring a smooth and successful onboarding experience. You’ll have exposure to EMEA clients, meaningful stakeholder engagement, and opportunities for professional development within a growing business area.

How you will add value

• 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.

What will help you be successful in this role

_ Experience, Education & Certifications _

• Experience in areas such as client service, onboarding, operations, projectcoordination 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.

_ 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.

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.