Job Description

At Franklin Templeton, we\'re advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that\'s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we provide opportunities to help you reach your potential while helping our clients reach theirs. Come join us in delivering better outcomes for our clients around the world! We are looking for a Senior Institutional Client Account Manager to join the team based in Kuala Lumpur, Malaysia. This role will deliver high quality Client Service that is impactful for sophisticated and demanding institutional clients that expect high touch and differentiated service. This role will focus on driving client satisfaction higher while recognizing potential new business opportunities and add-ons to existing mandates. Proactively communicate with assigned clients via email and phone on issues of interest to the in order to build and strengthen the relationship. With the support of the sales team, identify and form relationships with client-side recipients of servicing deliverables in a manner that supports FT\'s selling proposition. What are the ongoing responsibilities of this position Ongoing Client Service Maintain client relationships by coordinating all existing client servicing request to ensure needs are met to contribute to client satisfaction. Interact with clients as required to clarify requests, provide status updates and ensure client satisfaction with servicing requests. Provide daily support to fulfil client account inquires (audits, correspondence, statement, trade processing, web support, etc.) Prepare client reporting Update investment guidelines in meeting books Design and implement enhancements to existing workflows Existing Client Transition Coordinate all activities relating to existing client transition. Account terminations Custodian changes Product/Vehicle changes Securities In-Kind transactions Internal Relationships Building And Management Supervise the Client Support Analyst locally Build and maintain professional working relationship with Client Services team regionally and ensure timely and accurate completion of day-to-day tasks. Analyze and resolve report production issues. Maintain communication with report recipients on production issues and on-going support/enhancement. Respond to ad-hoc queries from internal business partners related to Client Servicing tasks. Seek solutions to daily work assignments. Escalate any unresolved issues in a timely manner. Pre Sale Serve as point of contact for sales and clients to assist in pre-sale activities. Assist in obtaining appropriate marketing materials Coordinate new product launches Coordinate existing product enhancements Provide fund/qualification information Provide guidance on standard service and reports that are available for new clients New Client On-Boarding Serve as Malaysia point of contact for any new business relating to separate accounts, commingled trust, private placements, and mutual funds. Coordinate KYC/AML Screening and approvals Review client service and reporting needs, provide subject matter expertise on service deliverables Setup scheduled account servicing and reporting Design and implement workflows as needed Coordinate record retention in the Global Image system Implement Best Practice Processes Maintain excellent business knowledge, customer needs, internal policies & procedures, as well as systems capabilities and constraints. Assist in creating best practices and maintaining regulatory compliance. Work with appropriate internal business partners (e.g. Investment Risk, Legal, Compliance) as required to ensure business standards adhered to. What qualifications, skills and experience would help someone to be successful Bachelor\'s degree in Finance and/or Economics preferred Minimum 8-10 years of client service, sales support or related experience in a client contact capacity in the Financial Services Industry institutional clientele, products, servicing needs, and information standards Capital Markets Services Representative\'s License by Securities Commission of Malaysia Experience with client services and sales support in asset management is highly preferred Candidate with supervisory experience would be preferred Language skills in English and Bahasa Melayu is essential Experience working in a global business environment with diverse cultures and time zones Strong client service and problem solving abilities Strong attention to details and quality Ability to work independently with minimal supervision Ability to prioritize workflow and coordinate work with others Ability to interact and work with colleagues in a multi-site and cross-functional environment Excellent organizational and follow through skills #MID_SENIOR_LEVEL Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there\'s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of a culture that focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle. We understand that benefits are at the core of employee well-being and may vary depending on individual needs. Whether you need support for maintaining your physical and mental health, saving for life\'s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered Learn more about the wide range of benefits we offer at Franklin Templeton 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 fostering a diverse and inclusive environment. If you believe that you need an accommodation to search for or apply for one of our positions, please send an email to [HIDDEN TEXT]. In your email, please include the accommodation you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.

foundit