Service Delivery Specialist (12-month contract)
Posted 13 days ago
No clicks
12-month contract role in Melbourne joining the Investment Operations team to deliver exemplary client service to investors and advisers. The specialist will manage investor onboarding and servicing, account openings, trade queries, maintenance requests with the unit registry provider, daily administration, cashflow queries, and oversight of the Investor Services mailbox and outsourced registry workflows. The role requires collaboration with Distribution, Product and Client Service teams and contribution to project initiatives while meeting internal and external reporting requirements. Candidates should have 3–5 years' experience in investor services or fund operations, a bachelor's in finance or business, and strong communication, numeracy and Microsoft Office/SharePoint skills.
- Compensation
- Not specified
- City
- Melbourne
- Country
- Australia
Currency: Not specified
Full Job Description
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!
We are looking for a Service Delivery Specialist (12-month contract) to join the Investment Operations team in Melbourne, Australia. This role is primarily responsible for interacting with clients, their advisers and other internal & external stakeholders to ensure effective processes and delivery of exemplary client service.
How You Will Add Value
Respond to investor and adviser enquiries accurately and promptly.
Support onboarding and ongoing servicing of fund investors.
Manage account openings, trade queries, and maintenance requests with the unit registry provider.
Complete daily administrative tasks with accuracy and compliance.
Resolve daily cashflow queries with investment management and registry teams.
Oversee the Investor Services mailbox and outsourced registry workflows.
Meet internal and external reporting requirements.
Handle enquiries regarding fund information.
Collaborate with Distribution, Product, and Client Service teams.
Contribute to project related initiatives as needed.
What will help you be successful in this role
Experience, Education & Certifications:
Bachelor’s degree in finance or business
RG146 certification (training provided)
3–5 years of experience in investor services or fund operations
Knowledge of unit trust administration and investment markets
Technical Skills:
Strong relationship building abilities across internal and external stakeholders
Clear and confident communication skills
High attention to detail, strong numeracy, and effective time management
Proficiency in Microsoft Office and SharePoint
Soft Skills:
Collaborative mindset
Proactive, organized, and client focused working style
#MID_SENIOR_LEVEL
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by the variety of perspectives and experiences brought by talent from around the world. 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.
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.
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 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.
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.
