Specialist - Global Consultant Services and Reporting en Franklin Templeton

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.

Come join us in delivering better outcomes for our clients around the world!

What Consultant Services Specialist responsible for?

• The Consultant Services Specialist is a highly interactive role with responsibility for completing quantitative due diligence questionnaires (also referred as Data Templates) and maintaining third-party and consultant on-line databases with inputs which accurately and favorably represent the organization and its investment products and services, to clients and their advisers.  This role is instrumental in retaining and enhancing existing client and consultant relationships by regularly meeting critical timelines and providing accurate and timely information about Franklin Templeton's products to internal and external clients. The Specialist will interact with external clients via online database systems and also be required to communicate via email.

What are the ongoing responsibilities of a Consultant Services Specialist?

Support Client Retention by Completing Data Templates (also known as Due Diligence questionnaire):

• Complete monthly, quarterly or annual client retention requests, primarily quantitative in nature (i.e. data templates) for all channels, globally.

• The Specialist will have to review, analyze and update each of the existing data template request using the sources and defined approach followed previously.  Each data template will be reviewed by a more senior team member before  it is distributed externally.  The expectation is that over time, with guidance from a senior team member, the Consultant Service Specialist will learn to interpret the questions that are asked, learn the sources of information, and be able to apply these learnings to other similar types of requests. The Specialist sources the information from several internal sources like the RFP Knowledgebase, PARR - Risk Team, PIE - Product Data Services, Product Management, Fund Accounting, Legal and Compliance, Prospectus, Annual Reports, etc.

• For new data templates, specialist is required to review and analyze the client requirement, set up meeting with Sr Specialist/Supervisor to clarify any question or approach, plan to source the data from approved sources, set timeline for completion of the template.

• Takes end to end accountability of the data template, including meeting tight deadlines and delivering accurate information to internal and external clients, with oversight from leadership.

• Ensures Professional and effective interaction and communication with internal and external business partners.

• Must follow Franklin Templeton's core values, as the Specialist will interact with various teams throughout the organization (i.e., sales, client services, consultant relations, product management, legal/compliance, PARR - Risk team, etc.) and will also have exposure to external clients via email.

• Ensure that all internal processes (i.e., tracking files, SharePoint maintenance etc.) are observed.

• Be proactive in escalating issues to the Manager.

Update and maintain key content in third-party consultant databases:

• Maintain Franklin Templeton's product line-up on third-party or consultant databases.  This includes quantitative updates supported via eVestments OMNI application and manual updates of products that are not supported via Omni. Data requested here includes Performance, Characteristics, Allocation, Investment Professional Count, Holdings, Fees, Assets, etc.

• Participate in projects intended to maintain qualitative components of each database, like narratives, key personnel changes, fund updates, ESG, Diversity and Inclusion etc.

• The Specialist will be trained on how to access and navigate through the database and what's required to be updated. However based on general training provided, the expectation is that over time, with guidance from a senior team member, the Consultant Service Specialist will learn to interpret the questions that are asked, learn the sources of information, and be able to apply these learnings to other similar types of requests.

• Complete opportunities for new business via third party or consultant databases with support from a senior team member. This includes reviewing client email and working with relationship manager to propose the appropriate product, building and meeting project timelines, ensuring the propose product profiles are current and reflect Franklin Templeton's messaging, that profiles have been reviewed by the subject matter expert and then shared with sales or consultant relations.  Database profile updates leverage several internal sources like the RFP Knowledgebase, PARR - Risk Team, PIE, Prospectus, Annual Reports etc.

• Complete initial set-up for all new product addition requests with support from a senior team member.  This includes building and meeting project timelines, ensuring the profiles are current and reflect Franklin Templeton's messaging, that profiles have been reviewed by the subject matter expert and then shared with sales or consultant relations. Database profile updates leverage several internal sources like the RFP Knowledgebase, PARR, PIE, etc. Once the profile is complete, it is expected that the Specialist would share learnings with the team that could be applied to future product additions.

• The specialist has end to end accountability over their own database, including meeting tight deadlines and delivering accurate information to internal and external clients.

• Must follow Franklin Templeton's core values, as the Specialist will interact with various teams throughout the organization (i.e. sales, client services, consultant relations, product management, legal/compliance, PARR - Risk Team, etc.) and will also have exposure to external clients via email

• Ensure that all internal processes (i.e. tracking files, SharePoint maintenance etc.) are observed

• Be proactive in escalating issues to the Manager with regard to the database"

What ideal qualifications, skills & experience would help someone to be Successful?

• Bachelor’s degree in commerce/business administration or related field.

• 1-3 years of related experience.

• Familiarity with the asset management industry and/or retail and institutional financial markets.

• High quality level of client/customer service orientation, sense of urgency in deliverables and understanding of the business.

• Microsoft office skills: Intermediate Excel and Outlook and the willingness/ability to learn new/proprietary systems or applications.

• Ability to communicate effectively both orally and in writing in English.

• Meticulous attention to detail, across all aspects of data, language and grammar and general layout and presentation.

• Strong project management and organizational skills, able to manage multiple projects.  Work is reviewed for accuracy in meeting objectives.

• Flexible and adaptable, ability to adjust to changes in workflow and succeed in a fast-paced, deadline driven environment.

• Independent thinker, with strong work ethic, and genuine interest in learning.

Work Shift Timings - 2:00 PM - 11:00 PM IST