Institutional Onboarding Associate, EMEA
Key Skills for This Role
Full Job Posting
About the department
Institutional Client Service EMEA providing onboarding and post-sale services to institutional clients across Europe, the Middle East and Africa. The team partners closely with Sales, Client Coverage, Investment and Operational teams to deliver an exceptional client experience. This role focuses on coordinating new client and mandate implementations, ensuring a smooth and successful onboarding experience. You’ll have exposure to EMEA clients, meaningful stakeholder engagement, and opportunities for professional development within a growing business area.
How you will add value
Support client onboarding across the EMEA region.
Coordinate onboarding projects across multiple investment vehicles.
Manage post-launch changes and account closure activities.
Partner with clients, colleagues, and third parties.
Maintain strong internal governance and process controls.
Help deliver an exceptional client experience.
Represent the Client Service team professionally.
What will help you be successful in this role
Experience, Education & Certifications
Experience in areas such as client service, onboarding, operations, project coordination within Financial Services
Proven ability to manage multiple deliverables and competing priorities.
Experience working with internal and external stakeholders.
Bachelor's degree or equivalent professional experience.
Technical Skills
Excellent written and verbal communication skills in English.
Proficiency with Microsoft Office applications, particularly Excel and PowerPoint.
Ability to analyse information and identify potential risks or issues.
Strong attention to detail and commitment to data accuracy.
Soft Skills
Strong organisational and time management skills.
Proactive approach to problem solving and continuous improvement.
Ability to build effective working relationships across teams.
Confidence managing stakeholder expectations and following through on commitments.
Adaptability and resilience in a fast-paced environment.
Ownership mindset with a focus on delivering positive client outcomes .
Work Schedule & Location
- Hybrid working model, with 4 days per week in the office.
- #LI-EUR
- Franklin Templeton is an Equal Opportunity Employer. We are committed to providing equal employment opportunities to all applicants and existing employees, and we evaluate qualified applicants without regard to ancestry, age, color, disability, genetic information, gender, gender identity, or gender expression, marital status, medical condition, military or veteran status, national origin, race, religion, sex, sexual orientation, and any other basis protected by federal, state, or local law, ordinance, or regulation.
- As part of our commitment to fostering a diverse and inclusive work environment, we welcome applicants with flexible working arrangements in their current roles or those seeking a flexible working pattern. We encourage you to communicate any preferences for flexible working so that we can consider this during our hiring process. Additionally, returners – individuals who have taken a break from work – are also encouraged to explore our job opportunities.
- As a registered UK Disability Confident Committed Employer, we encourage you to disclose if you consider yourself to have a disability as part of your application. This information enables us to provide the necessary support and leverage your unique talents effectively.
About Franklin Templeton
Global investment management firm providing diversified asset and wealth management services.
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