Franklin Templeton · 3 days ago

Transfer Agent Relationship Specialist

Florida, United States

Full-time

Remote

Mid Level

$55K/yr - $66K/yr

2+ years exp

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Financial ServicesHedge Funds

Actively Hiring

Insider Connection @Franklin Templeton

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Answer varying levels of complex customer inquiries, independently diagnose customer concerns/problems, and partner across various divisions to implement solutions to resolve escalated issues via inbound or outbound phone calls.

Identify customer's current and future needs and build relationships to proactively deliver an elevated customer experience.

Verify customer requests to ensure information is correct and in good order and take appropriate action. Process customer requests with moderate to high degree of complexity on TA business systems.

Review new accounts documentation in Spanish and English for accuracy and completeness.

Partner with the sales team for warm product leads, cross-promotion of campaigns, proactively identify opportunities and make suggestions that contribute to the satisfaction of service and operations goals.

Perform quality control activities to ensure quality and/or data integrity standards are met.

Apply information from communications regarding new products, industry environment and regulatory requirements to make decisions that are in the best interest of the customer, funds, and enterprise.

Possess and apply specialized knowledge of specific product lines, customers, firms, or processes.

Detect and assess potential signs of fraudulent and/or suspicious activity and take appropriate action.

Aid team members in escalated situations to help mitigate risk.

Adhere to all fund and company policies, regulatory controls & requirements and provide knowledge/expertise to support Policy & Procedure and/or risk-related activities.

Recommend and facilitate improvements to daily work based on knowledge of internal requirements, workflows, and continuous improvement concepts.

Represent Institutional Liquidity team on new projects or initiatives, provide subject matter expertise and influence actions/decisions of project team.

Collaborate to share ideas and leverage tools and resources.

Possess broader understanding of team members' and business partners' responsibilities and business objectives beyond team and region in which they work.

Provide guidance, mentoring, and training to others.

Mentor peers and share subject matter expertise.

Support change management activities.

Qualification

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Mutual fund experienceFINRA series Client serviceEnglishSpanishConfidentialityAvailability