Manager - Client Services

Requirements

• 5+ years of experience in the financial industry, preferably with an asset manager, securities firm, or bank
• At least 3 years of that 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
• Expertise / Knowledge:
• Strong knowledge of investment strategies and financial markets, particularly global equities, global fixed income, and foreign exchange
• Basic knowledge of regulations and business practices in the asset management industry
• Basic knowledge of investment vehicles and fund structures
• Competencies:
• Strong understanding of the value of asset management and alignment with Franklin Templeton's mission and direction
• 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
• PC and Language Skills:
• Proficiency in PowerPoint, Excel, and Word, with the ability to prepare internal and client-facing materials, analyze data, and produce reports; basic familiarity with generative AI tools such as ChatGPT and Copilot is preferred
• English proficiency sufficient to draft emails and participate effectively in conference calls and online meetings
• CFA, CMA, or CAIA qualifications are a plus
• #MID_SENIOR_LEVEL
• Experience our welcoming culture and reach your professional and personal potential!
• Learn more about the wide range of benefits we offer at Franklin Templeton

Benefits

Additional Information

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 firm spans asset management, wealth management and fintech, offering many ways to help investors make progress toward their goals. Talented teams working around the globe bring expertise that's both broad and unique. And our welcoming, respectful and inclusive culture provides 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! Franklin Templeton has built an industry leading range of capabilities across traditional and alternative asset classes through strategic acquisitions. As our presence and business in Japan continues to grow, we are committed to enhancing how we share information and engage with our clients. We are looking for a Manager - Client Services to join the team in Japan. How You Will Add Value? 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. What Will Help You Be Successful in This Role? To succeed in this role, you will bring strong compliance awareness, sound judgment, and the ability to assess client needs, set priorities, and lead timely responses. You will also work effectively across stakeholders, adapt quickly to changing market conditions, and approach a broad range of matters with a positive, solutions-oriented mindset.

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