Client Service Executive
Il y a 6 mois
What is France and Benelux Distribution responsible for?
The France and Benelux Distribution team develop strong business partnerships with our clients, who are institutional asset owners, consultants, fund buyers and fund sellers. The Client Service Executive we are hiring will work alongside the external sales team to grow and retain Franklin Templeton’s business with our clients in the Benelux region - with a probable tilt towards Belgium and Netherlands based clients.
What are the ongoing responsibilities of a Client Service Executive?-
- Prepare product and company specific material; complete questionnaires- Work on existing business RFPs, coordinate “new business RFPs” and ensure that RFPs are delivered in time- Use both internal and external systems to extract fund performance, portfolio and other data items to support client requests- In coordination with external sales colleagues, proactively contact clients to supply them with sales & marketing information, set up meetings or invite them to Franklin Templeton events- Prepare and attend select client meetings together with external sales colleagues- Keep CRM system up-to-date and track all relevant activities and client information
What qualifications, skills and experience would help someone to be successful?- Bachelor’s degree ideally within the field of Finance and/or economics or equivalent work experience- Previous experience in a sales environment within the financial services industry is required, ideally within Benelux- General knowledge of mutual funds (e.g. SICAV) and investment processes will be advantageous- Strong analytical, organisational and planning skills, proven ability to prioritize effectively- Comfortable developing and maintaining relationships over the phone with strong spoken and written communication skills- Display integrity, manage work pressures and act as a company advocate- Fluency in Dutch and English; French or other languages a plus- Strong team player with the ability to use own initiative. Successful experience in cross-functional partnerships
LI-EUR
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
Total Rewards
—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:_
- Spain: Pension plan, private healthcare and life insurance and lunch vouchers
- France: Complementary pension scheme, Private healthcare plan, Lunch ticket, Life insurance, Employee Stock Investment Program, Incentive plans, Purchase of company funds with no sales charge, Public transport card 50% reimbursement, On-site training
- Belgium: Private healthcare plan, Lunch ticket, Life insurance, Employee Stock Investment Program, Incentive plans, Purchase of company funds with no sales charge, Public transport card reimbursement, On-site training
We believe that being a good corporate citizen is good business. To us, corporate citizenship means being accountable, serving our clients, being an employer of choice, managing our environmental impact, and
supporting our communities
- An emphasis on corporate citizenship is embedded in our culture and values, and is an important element of how we achieve success.
We are also committed to your learning and development with resources focused around
_Experience, Exposure, and Education, _to help you achieve your professional development goals.
Franklin Templeton values diversity in its workforce and welcomes employees from different backgrounds, generations, capabilities, cultural identification, sexual orientations, and gender expression, in addition to other attributes that contribute to a truly diverse and inclusive community.
Franklin Templeton is committed to fostering a
diverse and inclusive
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