Senior Client Service Rep - PA

Franklin Templeton; Hyderabad; On-site; INR 900,000 - 1,200,000; Full time

Benefits offered by this job

Professional development programs

Education assistance program

Medical and life insurance

Job summary

Franklin Templeton Hyderabad is seeking a Portfolio Administration professional to manage institutional portfolios and retail products on behalf of Franklin Templeton Services. The role requires proactive issue resolution and strong collaboration with global teams to ensure accurate reporting and smooth operations.

You will support onboarding, restructurings and custodian changes, while developing complex reports and maintaining relationships with Sales, Marketing, and Portfolio Management

Qualifications

• Bachelor’s degree in Finance or related field.
• Experience in the investment management industry.
• Experience supporting listed and over-the-counter instruments.

Responsibilities

• Own assigned institutional separate account portfolios and retail products on behalf of Franklin Templeton Services (FTS).
• Proactively troubleshoot and resolve queries, tracking issues to completion in collaboration with key global groups and stakeholders.
• Support the NBS and Events teams on CS-related matters, including onboarding, restructuring, transition activities, and custodian‑change meetings.
• Develop solutions and assist in the design of complex or customized reports and procedures as requested.
• Develop and maintain strong operational relationships with internal and external stakeholders.
• Deliver high‑quality, seamless client service to internal and external stakeholders, including Sales, Marketing, Client Services, institutional clients, Portfolio Management, Trading, and Performance teams.

Skills

Analytical skills

Attention to detail

Communication skills

Time management

AI interest

Education

Bachelor’s degree in Finance

Tools

Aladdin

SQL

Power BI

Power Automate

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

• The Portfolio Administration team delivers operational support for institutional, sub‑advised, high‑net‑worth separate accounts, and retail products managed by Franklin Templeton. The team resolves operational issues, provides accounting and reporting services, and delivers accurate account information to internal and external partners. By working closely with stakeholders across the business, the team helps ensure efficient operations and a high‑quality client experience.

How you will add value?

• Own assigned institutional separate account portfolios and retail products on behalf of Franklin Templeton Services (FTS).
• Proactively troubleshoot and resolve queries, tracking issues to completion in collaboration with key global groups and stakeholders.
• Support the NBS and Events teams on CS-related matters, including onboarding, restructuring, transition activities, and custodian‑change meetings.
• Develop solutions and assist in the design of complex or customized reports and procedures as requested.
• Develop and maintain strong operational relationships with internal and external stakeholders.
• Deliver high‑quality, seamless client service to internal and external stakeholders, including Sales, Marketing, Client Services, institutional clients, Portfolio Management, Trading, and Performance teams.

What will help you be successful in this role?

Experience, Education & Certifications

• Bachelor’s degree, preferably in Finance or a related field.
• Experience within the investment management industry.
• Experience supporting listed and over‑the‑counter instruments.

Technical Skills

• Strong analytical and problem‑solving abilities.
• Excellent attention to detail.
• Interest in technology and Artificial Intelligence tools.
• Experience with process automation initiatives.
• Familiarity with Aladdin, Structured Query Language, Microsoft Power BI, and Power Automate.

Soft Skills

• Strong communication and relationship‑building skills.
• Excellent organization and prioritization abilities.
• Ability to work effectively across time zones.
• Adaptability and willingness to take on new responsibilities.

Work Shift Timings - 6:30 AM - 3:30 PM IST

At Franklin Templeton, we believe your benefits should support your life, your goals, and your future. That’s why we offer a comprehensive Total Rewards package designed to help you thrive both personally and professionally.

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 employee’s dependents (spouses, children and dependent parents)
• Life insurance for protection of employees’ families
• 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

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.