About the department

The Transfer Agency (TA) Oversight & Client Relationships team supports fund distribution across Europe, the Middle East and Africa (EMEA) and Central and Eastern Europe (CEE). The team oversees transfer agency activities, client service, and operations while managing relationships with key business partners and distributors. It contributes to the organization’s success by supporting fund distribution, overseeing processes and procedures, driving projects, and ensuring effective collaboration with clients, business partners, Sales, Legal, and Compliance teams.

How you will add value

Core Responsibilities

• You will deliver high-quality service to internal and external stakeholders.
• You will support fund distribution activities across Central and Eastern Europe.
• You will participate in projects and oversee operational processes.
• You will provide direct support regarding escalations and business initiatives.

Strategic Responsibilities

• You will identify opportunities to improve processes and service quality.
• You will recommend enhancements across systems, policies, and procedures.

Team & Collaboration

• You will collaborate with internal teams (mainly Sales, Compliance, Legal, Tax), external clients (Brokers) and business partners (FIS, ProService, etc.).

What will help you be successful in this role

Experience, Education & Certifications

• Experience in client service or relationship management would be a plus.

Technical Skills

• Strong analytical and organizational skills.
• Effective time management and prioritization skills.
• Attention to detail.
• Knowledge of operational procedures, products, and projects.

Soft Skills

• English and Polish proficiency.
• Strong interpersonal, communication, and stakeholder management skills.
• Ability to work independently and in international teams.
• Ability to influence outcomes and adapt in a changing environment.

Why join Franklin Templeton

Future thinking 

• Shape the future of asset management through cutting-edge technology and global market leadership.

Welcoming culture

• Grow alongside talented colleagues in a collaborative environment that values diverse perspectives.

True partnership

• Thrive with strong benefits, competitive leave, and community support that extends beyond the workplace.