Client Service Executive

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
- What is the France, Benelux and Nordics Distribution team responsible for?
- The France, Benelux and Nordics Distribution team develop strong business partnerships with our clients, who are fund buyers and fund sellers (banks, insurance companies, family offices, independent asset managers) as well as institutional investors (pension schemes, general accounts, consultants).
- We are a diverse team based in Amsterdam, Brussels, Luxembourg, Paris and Stockholm who enjoys partnering effectively across our offices and with our other Franklin Templeton colleagues, to retain and grow our local business.
- The Client Service Executive we are hiring will work alongside the external sales team to focus on the Benelux region primarily - with a probable tilt towards Belgium and Netherlands based clients.
- What are the ongoing responsibilities of a Client Service Executive?- Respond to client inquiries (professional investors) with a focus on delivering excellent service-
- Collaborate with internal resources in order to match or exceed client expectations:- Ensure clients receive necessary reporting and other information in a timely and accurate manner, in compliance with local regulations-
- Work on Requests For Proposal and other client questionnaires-
- Extract and format fund information to support client requests-
- Understand Franklin Templeton’s core product strategies and investment processes-
- Build credibility and trust with sales colleagues to work alongside them and support the sales process:- Schedule and prepare client meetings-
- Attend select meetings together with sales leads-
- Invite clients to Franklin Templeton events-
- Proactively contact clients to supply them with sales & marketing information-
- Attend conferences and events to stay up to date on market trends and client needs, and represent Franklin Templeton where necessary-
- Help the team generate a strong pipeline by identifying new opportunities-
- Continuously develop market knowledge-
- Keep CRM system up-to-date and track all relevant client activities and 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 (around 2-3 years) in a client service or sales environment within the financial services industry, ideally within Benelux, will be advantageous-
- General knowledge of mutual funds and investment processes-
- Fluency in Dutch and English required; French and other languages a plus-
- Proven ability to understand and respond to client needs, solve problems and create solutions-
- Strong team player with the ability to use own initiative-
- Successful experience in cross-functional and international collaboration-
- Comfort in developing and maintaining relationships via virtual communication tools, with strong spoken and written communication skills-
- Strong analytical, organizational and planning skills-
- Proven ability to manage work pressure and prioritize effectively-
- Ability to demonstrate integrity, and act as a company advocate- Experience our welcoming culture and reach your professional and personal potential
- Building teams with diverse skills, backgrounds, and experiences has always been important to us. Cultivating an inclusive culture where employees feel safe to share their voices is not only beneficial for our people, but also drives innovation and enables us to deliver better client outcomes. So, no matter your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We will provide you with tools, resources, and learning opportunities to help you excel in your career and personal life.
- Hear more from our employees
- We want our employees to be at their best. By joining us, you will connect with 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 staying physically and mentally healthy, saving for life's adventures, taking care of your family members, or making a positive impact in your community, we aim to have you covered.
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