About Franklin Templeton :
Franklin Resources, Inc. is an American multinational holding company that, together with its subsidiaries, is referred to as Franklin Templeton; it is a global investment firm founded in New York City in 1947 as Franklin Distributors, Inc.
Responsibilities :
This role will be part of Fiduciary Account Client Services Team.
Team is responsible for a successful client onboarding, opening new accounts for existing clients and closing terminated relationships, initiation, coordination, and processing of all account opening/onboarding tasks as required to enable transactions for investment and relationship management professionals, closing terminated relationships.
Collect and review required account opening information/documentation from internal teams.
Input collected information into Know Your Client and Account Opening Profile electronic forms.
Work with market teams to obtain missing information needed to complete verification and onboarding.
Verification and communication of account funding status and other client set up milestones to the internal market teams.
Completion and coordination of account closing tasks (such as document review, submission of account closing profile electronic forms)
Qualification :
Bachelors in commerce mandatory
Training/Certification in KYC process.
Must have skills:
Background in finance and accounting mandatory
Strong communication skills, both written and verbal
Strong organization skills with high attention to details
Proven ability to work efficiently and accurately in a fast-paced multi-tasking environment.
Ability to work independently after proper training.
Company | Franklin Templeton |
Role | graduate trainee operations |
Salary | Not disclosed |
Qualification | bachelors of commerce, accounts, finance |
Batches | 2023/2022/2021/2020/2019/2018 |
Location | hyderabad, telangana, india |
Apply Here | https://tinyurl.com/frankjobs |
Comments