Client Relations Analyst (Account transition Analysis & Portfolio Analysis)

Requirements

• At least two years of experience in client service or operations.
• Experience in financial services or asset management.
• Exposure to direct indexing platforms is a plus.
• Education:
• Bachelor's degree required.
• Technical & Professional Skills:
• Strong analytical skills.
• Strong organizational and time management skills.
• Ability to problem solve efficiently and accurately.
• Soft Skills:
• Clear written and verbal communication skills.
• Professional persistence when following up on requests.
• Self-starter mindset with intellectual curiosity.
• Work Shift Timings - 2:00 PM -11:00 PM IST

Additional Information

O'Shaughnessy Asset Management (OSAM) is part of Franklin Templeton, a forward-thinking asset manager that has built its success through powerful partnerships. We leverage cutting-edge strategies and deep insights to unlock opportunities for long-term wealth creation. Our talented, global teams bring expertise that is both broad and unique. O'Shaughnessy Asset Management is a research and money management firm based in Stamford, Connecticut operating autonomously and backed with global, enterprise resources. Their approach to managing money is transparent, logical, and completely disciplined, leading to long‐standing relationships with clients. OSAM is a leading provider of Custom Indexing services via its Canvas® platform which offers financial advisors an unprecedented level of control and ease in creating and managing personalized separately managed accounts (SMAs) that target improved after-tax outcomes. For more firm information, please visit www.osam.com About the Department: Franklin Templeton delivers better client outcomes by partnering closely with clients to understand their goals and provide tailored investment solutions. With over 12,000 employees across 34 countries, the firm supports clients in more than 160 markets through deep expertise and long-term relationships. O'Shaughnessy Asset Management (OSAM) is a Franklin Templeton specialist investment manager focused on research-driven, disciplined portfolio management. Through its CANVAS® platform, OSAM enables financial advisors to build and manage highly customized portfolios using transparent, rules-based investment strategies. Joining this team offers the opportunity to support innovative investment solutions, collaborate with experienced professionals, and contribute to a growing, client-focused platform. How Will You Add Value? You will accurately prepare account transition reports for clients looking to utilize our CANVAS® platform. You will partner with client service and sales teams to resolve issues. You will apply operational expertise to support the Retail and Financial Advisor Services channels. You will manage multiple requests accurately in a fast-paced environment. What Will Help You Be Successful In This Role?

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