Client Services Trainee - 12 month contract in Edinburgh

Client Services Trainee - 12 month contract

Job description

At Franklin Templeton, everything we do is focused on one thing – delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 12,000 employees working in 34 countries around the world are dedicated to servicing investment solutions for our clients in more than 160 countries. For more than 70 years our success has been a direct result of the talent, skills and persistence of our people, and we are delighted to offer in partnership with Investment 2020 a 12 month contract for a Client Services Trainee to join our Transfer Agent (TA) team in Edinburgh.

We partner with Investment 2020 to give school leavers and those recently graduated from university, the opportunity to get that much needed work experience and training to develop new skills. We want to look at what individuals can offer in the future, not just what they have achieved in the past.

What is the Transfer Agent group responsible for?

The TA support our clients in trading with us, in many ways are the client face of our business. This role focusses on assisting with operational requests, resolving administration enquiries, regular client requests and general team support within the Client Dealer Services Team. This entails servicing clients by email, phone or other written correspondence. 

What are the ongoing responsibilities of the Client Services Trainee – I2020?

  • Approve outgoing UK documents to clients from the external vendor system
  • Chase outstanding Debtors and Creditors
  • Preparation of client month end valuation and transaction reports
  • Respond to customer enquiries, determine the customer concerns/problems and help to resolve any issues 
  • Verify customer requests to ensure information is correct and in good order, and take appropriate action
  • Correspond with customers via fax, chat applications/website, email or complex written correspondence
  • Identify trends and recommend improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service
  • Develop and leverage internal and/or external relationships to achieve shared priorities/goals, satisfy customer needs, resolve problems and increase business insight/awareness
  • Complete Distribution pre-advices for large distributors/platforms
  • Assist with CDS project work, most notably for ad-hoc project mailings, as and when required, often to tight deadlines
  • What makes Franklin Templeton unique?

    In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of —the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results. Highlights of our benefits include - c ontributory pension scheme, private healthcare plan, PHI, life insurance, Employee Stock Investment Program, incentive plans, purchase of company funds with no sales charge, educational reimbursement and on-site training.

    Extra information

    Education Level
    Working hours per week
    4 - 40
    Type of Contract
    Casual / Part Time Jobs
    Published at
    Profession Sub-category
    Customer Service
    Full UK/EU driving license preferred
    Car Preferred
    Must be eligible to work in the EU
    Cover Letter Required

    Edinburgh | Customer Service Jobs | Casual / Part Time Jobs | Other

    Apply now

    Share this vacancy