Intern – TA Oversight & Client Relationship

Franklin Templeton; Poznań; On-site; PLN 120,000 - 180,000; Full time

Job summary

Franklin Templeton, Poznań, seeks a professional to support the Transfer Agency Oversight & Client Relationships team in Europe, the Middle East and Africa. You will work to ensure high-quality client service and drive process improvements across finance-related operations.

The role emphasizes collaboration with Sales, Compliance, Legal, and external brokers, requiring strong English and Polish language skills and the ability to work in international teams.

Qualifications

• Experience in client service or relationship management would be a plus.
• Strong analytical and organizational skills.
• Effective time management and prioritization skills.
• Attention to detail and knowledge of operational procedures, products, and projects.

Responsibilities

• Deliver high-quality service to internal and external stakeholders.
• Support fund distribution activities across Central and Eastern Europe.
• Participate in projects and oversee operational processes.
• Provide direct support regarding escalations and business initiatives.
• Identify opportunities to improve processes and service quality.
• Recommend enhancements across systems, policies, and procedures.
• Collaborate with internal teams (Sales, Compliance, Legal, Tax) and external clients.

Skills

Analytical skills

Organizational skills

Time management

Attention to detail

Operational knowledge

English proficiency

Polish proficiency

Stakeholder management

Education

Experience in client service or relationship management

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 Transfer Agency (TA) Oversight & Client Relationships team supports fund distribution across Europe, the Middle East and Africa (EMEA) and Central and Eastern Europe (CEE). The team oversees transfer agency activities, client service, and operations while managing relationships with key business partners and distributors. It contributes to the organization’s success by supporting fund distribution, overseeing processes and procedures, driving projects, and ensuring effective collaboration with clients, business partners, Sales, Legal, and Compliance teams.

How You Will Add Value

Core Responsibilities

• You will deliver high-quality service to internal and external stakeholders.
• You will support fund distribution activities across Central and Eastern Europe.
• You will participate in projects and oversee operational processes.
• You will provide direct support regarding escalations and business initiatives.

Strategic Responsibilities

• You will identify opportunities to improve processes and service quality.
• You will recommend enhancements across systems, policies, and procedures.

Team & Collaboration

• You will collaborate with internal teams (mainly Sales, Compliance, Legal, Tax), external clients (Brokers) and business partners (FIS, ProService, etc.).

What Will Help You Be Successful In This Role

Experience, Education & Certifications

• Experience in client service or relationship management would be a plus.

Technical Skills

• Strong analytical and organizational skills.
• Effective time management and prioritization skills.
• Attention to detail.
• Knowledge of operational procedures, products, and projects.

Soft Skills

• English and Polish proficiency.
• Strong interpersonal, communication, and stakeholder management skills.
• Ability to work independently and in international teams.
• Ability to influence outcomes and adapt in a changing environment.

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.

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

Please see the procedure below – both in Polish and English

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