Senior Portfolio Service Coordinator
2 weeks ago
We are seeking a Senior Portfolio Service Coordinator to join our team at Franklin Templeton Investments. In this role, you will be responsible for delivering efficient and effective services to our private wealth clients across Canada.
About the RoleThe Senior Portfolio Service Coordinator will work closely with the client service teams to deliver world-class service and ensure an exceptional client experience. You will partner with marketing, global distribution support & operational functions, investment & product teams, and related third parties to deliver high-quality service bringing client knowledge and insight to all request and support activities.
Key Responsibilities- Client Service: Assist with a variety of tasks, including requests for proposals, account opening, coordinating client meetings, proactive service activities, preparing meeting material, responding to client inquiries, process documents and correspondence.
- Support a team, including the Associate Portfolio Managers and Portfolio Managers with a variety of daily tasks, special initiatives and projects.
- Trade/Account Management: Responsibilities include account set-up, fee and performance reporting, trade submissions, coordinate/track compliance and audit requirements.
To be successful in this role, you will need:
- A university degree or equivalent relevant financial services industry experience.
- Bilingual (English/French) preferred.
- The ability to adhere to established time frames and schedules.
Franklin Templeton Investments offers employees a competitive salary of $85,000 - $110,000 per year, depending on experience, as well as a range of benefits and rewards designed to support your career and personal life. Our company culture focuses on employee well-being and provides multidimensional support for a positive and healthy lifestyle.
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