Franklintempleton

Specialist, Investment and Trade Client Services

New York, New York, United States of America

Sponsorship not specified$96k-$113kDetected 8 days ago

ExcelCommunicationProblem Solving

About the role

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.
What is the Specialist, Investment and Trade Client Services responsible for?

As a forward thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together.
No two days are the same as you manage relationships with our Custodian Banks and internal stakeholders that include the front office, Client Services & Marketing and Legal & Compliance.
Maintain Corporate Action database in line with information received from custodians and information providers.
Develop and implement new initiatives and assist with process re-engineering projects for all corporate action related initiatives including internal technology improvements as well as implementing external custodian-based solutions.

Monitor Portfolio Manager decisions, confirm preclearance and respond to the custodian in the required timeframes.
Strong Microsoft Excel and overall computer proficiency.
Bachelor's degree in a related field or equivalent relevant experience.

Expected base salary for the role will generally be between $95,700.00-$112,600.00 at the commencement of employment.

Three weeks of PTO in your first year
Competitive medical, dental, and vision insurance to support your well-being
Employee Stock Investment Plan (ESIP) with discounted share purchase opportunities

This listing is sourced directly from Franklintempleton's careers page and normalized into a canonical job model.