Client Relationship Specialist

Franklin Templeton; Poznań; On-site; PLN 67,000 - 89,000; Full time

Job summary

Franklin Templeton in Poznań is seeking a TA/AML/KYC specialist to support the Transfer Agent and client service teams within the GSS International department. You will address inquiries, verify requests, and ensure compliance across transactions in a fast-paced, international environment.

The role emphasizes collaboration, accuracy, and initiative, with a 12-month contract and flexible hours. Fluency in English and Polish is essential, and prior TA experience is an advantage.

Qualifications

• Fluent English and Polish communication skills.
• Experience in Anti-Money Laundering (AML) and Know Your Customer (KYC).
• Background in client service and operations.
• Previous Transfer Agency (TA) experience is an advantage.

Responsibilities

• You will address complex client inquiries and resolve complaints.
• You will verify and process requests and transactions.
• You will perform KYC/AML checks, onboard new clients, and manage email communication.
• You will reconcile and validate banking payments.
• You will perform system testing and quality checks.
• You will collaborate with internal teams and external partners.
• You will identify workflow improvements and recommend solutions.
• You will monitor for suspicious activity and ensure compliance.
• You will represent the division in projects and assist supervisors.

Skills

Fluent English

Polish

AML/KYC experience

Transfer Agency experience

Client service

Operations experience

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

GSS International department provides TA service delivery and business partners oversight, as well as key distribution relationship support, for the funds domiciled in the CEEMEA, Americas and APAC Regions. Part of the group is a Benji Customer Support Team which is responsible for the Transfer Agent activities including Client Service, Operations, AML/KYC. The team is supporting funds distribution in above mentioned markets also with regards to projects and provides an overview of local procedures and processes. This position is a 12-month contract role.

How You Will Add Value

Core Responsibilities

• You will address complex client inquiries and resolve complaints.
• You will verify and process requests and transactions.
• You will perform KYC/AML checks, onboard new clients, and manage email communication.
• You will reconcile and validate banking payments.
• You will perform system testing and quality checks.
• You will collaborate with internal teams and external partners.
• You will identify workflow improvements and recommend solutions.
• You will monitor for suspicious activity and ensure compliance.
• You will represent the division in projects and assist supervisors.

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• Fluent English and Polish communication skills.
• Experience in Anti-Money Laundering (AML) and Know Your Customer (KYC).
• Background in client service and operations.
• Previous Transfer Agency (TA) experience is an advantage.

Technical & Soft Skills

• Strong analytical and organizational skills.
• Ability to work independently and take initiative.
• Excellent interpersonal skills and attention to detail.
• Comfortable in a fast-paced, international environment

Working Hours: 7-9.30am - 3.30-6.00pm (Flexible)

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.

FTIS is committed to maintaining an ethical, transparent, and accountable work environment, which contributes to the integrity and success of the organization. FTIS encourages the reporting of any known or suspected violations of national as well as EU laws through appropriate reporting channels available internally and externally. FTIS ensures that whistleblowers who report such breaches are protected from retaliation and provided with safe and confidential reporting mechanisms.

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