Manager - Client Services at Franklin Templeton | JP | Rezi

Manager - Client Services at Franklin Templeton

Manager - Client Services

Franklin Templeton · JP

2 months ago

Manager - Client Services

Franklin Templeton · JP

2 months ago
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About the Role

Support institutional investors, including financial institutions and pension funds, as well as distributors and domestic asset management companies, through thoughtful responses to client and mandate-related inquiries and regular value-added support. Build long-term client relationships and partner with sales, investments, product, operations, and overseas offices to lead responses to client needs and deliver consistent service experience. Act proactively in a dynamic market environment and help identify additional investment and cross-sell opportunities that support business growth in Japan.

Responsibilities

  • Support institutional investors through thoughtful responses to client and mandate-related inquiries.
  • Provide regular value-added support to clients.
  • Build long-term client relationships.
  • Partner with internal teams (sales, investments, product, operations, overseas offices) to address client needs.
  • Deliver a consistent service experience.
  • Proactively identify investment and cross-sell opportunities.
  • Support business growth in Japan.

Requirements

  • Strong compliance awareness.
  • Sound judgment.
  • Ability to assess client needs.
  • Ability to set priorities.
  • Ability to lead timely responses.
  • Ability to work effectively across stakeholders.
  • Adaptability to changing market conditions.
  • Solutions-oriented mindset.
  • 5+ years of experience in the financial industry (preferably asset manager, securities firm, or bank).
  • At least 3 years of experience in sales, including client service, within the financial industry.
  • Experience with investment product launch, modification, or redemption projects, or business process improvement initiatives is preferred.
  • Strong knowledge of investment strategies and financial markets (global equities, global fixed income, foreign exchange).
  • Basic knowledge of regulations and business practices in the asset management industry.
  • Basic knowledge of investment vehicles and fund structures.
  • Strong understanding of the value of asset management and alignment with Franklin Templeton’s mission.
  • Self-starter with a proactive, goal-oriented mindset.
  • Strategic thinking, adaptability, and strong prioritization and problem-solving skills.
  • Strong knowledge of laws, regulations, and compliance requirements, with high integrity.
  • Resilience, drive, and a positive approach to challenges.
  • Strong communication and relationship-building skills, with a collaborative mindset.
  • Proficiency in PowerPoint, Excel, and Word.
  • Ability to prepare internal and client-facing materials.
  • Ability to analyze data and produce reports.
  • Basic familiarity with generative AI tools (ChatGPT, Copilot) is preferred.
  • English proficiency sufficient to draft emails and participate in conference calls and online meetings.

Skills

  • Client Service
  • Relationship Building
  • Sales
  • Investment Product Launch
  • Business Process Improvement
  • Investment Strategies
  • Financial Markets
  • Global Equities
  • Global Fixed Income
  • Foreign Exchange
  • Asset Management Regulations
  • Investment Vehicles
  • Fund Structures
  • Strategic Thinking
  • Adaptability
  • Prioritization
  • Problem-Solving
  • Compliance
  • Communication
  • Collaboration
  • PowerPoint
  • Excel
  • Word
  • Generative AI Tools

Location

  • Japan

Work Type

  • Full-time

Experience Level

  • Mid-Senior Level

Education Level

  • CFA, CMA, or CAIA qualifications are a plus

Benefits

  • Support for maintaining physical and mental health.
  • Support for saving for life's adventures.
  • Support for taking care of family members.
  • Support for making a positive impact in the community.

About the Company

  • Franklin Templeton is advancing its industry by developing new and innovative ways to help clients achieve investment goals.
  • The firm spans asset management, wealth management, and fintech.
  • Talented teams working around the globe bring broad and unique expertise.
  • The company offers a welcoming, respectful, and inclusive culture.
  • Franklin Templeton has built an industry-leading range of capabilities across traditional and alternative asset classes through strategic acquisitions.
  • The company is committed to enhancing how it shares information and engages with clients in Japan.
  • Franklin Templeton is dedicated to progress and pursues ambitions with energy and persistence.
  • The company empowers and encourages employee progress.
  • Franklin Templeton provides opportunities to help employees reach their potential.
  • The company embraces individual differences and values diverse experiences and perspectives.
  • Franklin Templeton is dedicated to its work.
  • The company provides support for career growth.

Equal Opportunity

  • Franklin Templeton is an Equal Opportunity Employer.
  • We are committed to providing equal employment opportunities to all applicants and employees.
  • 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.
  • If you believe that you need an accommodation or adjustment to search for or apply for one of our positions, please send an email to accommodations@franklintempleton.com. In your email, please include the accommodation or adjustment you are requesting, the job title, and the job number you are applying for. It may take up to three business days to receive a response to your request. Please note that only accommodation requests will receive a response.