Specialist - Middle Office Client Services

At Franklin Templeton, we’re driving 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 offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements. Come join us in delivering better outcomes for our clients around the world! About the Department: The Middle Office Client Services Group enables smooth trade execution by supporting Core Operations and partnering closely with Front Office teams. The team collaborates with traders, portfolio managers, Operations, and Technology to resolve operational issues, improve processes, and ensure accurate, timely trade lifecycle management. Joining this group offers exposure to global markets, cross‑functional teamwork, and opportunities to strengthen analytical, product, and problem‑solving skills. How You Will Add Value? Client Service Support: You will serve as the primary contact for Front Office operational and system queries. You will support global teams on transactions, valuations, and issue resolution. You will analyze and track issues until resolved. You will liaise with internal and external stakeholders to address discrepancies. You will provide system support to traders and portfolio managers. Controls & Metrics: You will compile broker metrics and Front Office statistics. You will track queries and issues to strengthen transparency. You will design improved control processes. You will collect and share feedback from global teams with custodians. Process Improvement: You will test new systems and functions. You will help refine the Middle Office operating model. You will identify ways to enhance workflows, reduce risk, and increase efficiency. Risk Management: You will monitor failed or incomplete trades to ensure timely settlement. You will track error trends and escalate concerns. You will document process gaps for risk assessments. On‑Boarding: You will support onboarding for new accounts, securities, and brokerage setups. You will assist with client conversions, migrations, and account‑level events. Market & Product Knowledge: You will stay informed on market initiatives, trends, and new products. You will participate in Network Management calls to expand market understanding. Relationship Management: You will maintain strong relationships with traders and portfolio managers. You will participate in service reviews and broker performance discussions. You will ensure client reporting is delivered accurately and on time. You will maintain regular communication with brokers and custodians. What Will Help You Be Successful? Experience, Education & Certifications: Graduate or Post‑Graduate with 5+ years in Global Trade Support or client‑facing operations Experience in mutual funds or investment banking Ability to manage multiple deadlines in a fast‑paced environment Strong market and financial services understanding Exposure to global operations is an advantage Technical Skills: Experience with OMGEO, MISYS, Charles River, and Bloomberg Knowledge of Fixed Income, Equity, FX, and Derivatives Understanding of settlements, corporate actions, pricing, and security master Proficiency in MS Office, Power BI, and Alteryx Soft Skills: Strong written and verbal communication Effective problem solving and analytical thinking Strong organizational skills and attention to detail Ability to work under pressure Flexible to change in work shifts Collaborative and relationship‑oriented mindset Work Shift Timings - 6:30 PM to 3:30 AM IST Experience our welcoming culture and reach your professional and personal potential! Our culture is shaped by our diverse global workforce and strongly held core values. Regardless of your interests, lifestyle, or background, there’s a place for you at Franklin Templeton. We provide employees with the tools, resources, and learning opportunities to help them excel in their career and personal life. Hear more from our employees By joining us, you will become part of 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 maintaining your physical and mental health, saving for life’s adventures, taking care of your family members, or making a positive impact in your community, we aim to have them covered. Highlights of our benefits include: Professional development growth opportunities through in-house classes and over 150 Web-based training courses An educational assistance program to financially help employees seeking continuing education Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents) Life insurance for protection of employees’ families Personal accident insurance for protection of employees and their families Personal loan assistance Employee Stock Investment Plan (ESIP) 12 weeks Paternity leave Onsite fitness center, recreation center, and cafeteria Transport facility Child day care facility for women employees Cricket grounds and gymnasium Library Health Center with doctor availability HDFC ATM on the campus Learn more about the wide range of benefits we offer at Franklin Templeton 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 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. When you become part of Franklin Templeton, you’ll join a company dedicated to progress. A company that doesn’t settle. One where we pursue our ambitions with energy and persistence. That’s why it’s so important that we empower and encourage the progress of our employees. From our welcoming, inclusive, and flexible culture – to our global and diverse business, we provide opportunities to help you reach your potential while contributing to ours. At Franklin Templeton, we embrace individual differences and value experience and perspectives brought by talent from around the world. And, although we are all different, we all have one thing in common – we are dedicated to what we do. So whether you’re just starting your career journey, are well on your way, or are seeking a new direction, you’'ll find the support you need to grow your career with us. Come, join us, and help us shape the future of the global asset management industry!