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 GSS TA Oversight & Client Relationship group responsible for?

The EMEA & Americas TA Oversight & Client Relationships department provides TA service delivery and business partners oversight, as well as key distribution relationship support, for the funds domiciled in the EMEA Region.

Part of the group is TA Oversight CEE & Broker Financing Team which is responsible for overseeing the TA activities for the CEE region, calculating the manual commission (rebate), and releasing of variety commission fees to our brokers.

What are the ongoing responsibilities of GSS Oversight Broker Financing Analyst?

• Make the manual commission (rebate) calculations and release of variety commission fees to the clients,
• Recommend changes to further enhance the current accounting systems for productivity gains. Assist in testing the new features of the systems,
• Maintain high service standards for our internal client by responding to inquiries in a timely manner,
• Prepare ad hoc reports and business analysis depending on GSS Overside group needs,
• Ensure unresolved problems and issues are promptly escalated,
• Analyze and identify the trend, if any, from issues/exceptions,
• Recommend ways to minimize the recurrence of such issues/exceptions. These recommendations can include training suggestions, system enhancements, process changes, and policy changes.

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

• Expert use of technology with a strong emphasis on Excel,
• Previous TA experience would be an asset,
• Strong attention to details and high accuracy,
• Ability to work independently and manage own tasks with limited supervision,
• Fluent command of English – orally and in writing,
• Highly developed interpersonal skills and ability to work in an international environment,
• Ability to work on team projects and achieve team goals,
• Ability to take initiative and work in a fast-paced changing environment,
• Ability to maintain knowledge of procedures, products, and projects,
• Ability to influence decisions and execute strategies and processes.

**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.

Learn more about the wide range of benefits we offer at Franklin Templeton in Poland

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.

Franklin Templeton is committed to fostering a diverse and inclusive environment. If you believe that you need an accommodation 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 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.