Specialist - Middle Office Client Services
Posted 13 days ago
No clicks
The Specialist will act as a primary operational and systems contact for Front Office teams, supporting trade lifecycle management, valuations, issue resolution, and onboarding for new accounts and securities. The role involves compiling controls and metrics, testing and improving processes and systems, monitoring trade failures, and escalating operational risks. You will liaise with traders, portfolio managers, brokers, custodians, and global teams to ensure accurate, timely settlements and client reporting, and contribute to process improvements and operating model refinement. The position requires strong market/product knowledge and technical proficiency with platforms like OMGEO, Charles River, Bloomberg, Power BI and Alteryx.
- Compensation
- Not specified
- City
- Hyderabad
- Country
- India
Currency: Not specified
Full Job Description
At Franklin Templeton, we’re driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that’s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you reach your potential but also to contribute to our clients’ achievements.
Come join us in delivering better outcomes for our clients around the world!
About the Department:
The Middle Office Client Services Group enables smooth trade execution by supporting Core Operations and partnering closely with Front Office teams. The team collaborates with traders, portfolio managers, Operations, and Technology to resolve operational issues, improve processes, and ensure accurate, timely trade lifecycle management. Joining this group offers exposure to global markets, cross‑functional teamwork, and opportunities to strengthen analytical, product, and problem‑solving skills.
How You Will Add Value?
Client Service Support:
You will serve as the primary contact for Front Office operational and system queries.
You will support global teams on transactions, valuations, and issue resolution.
You will analyze and track issues until resolved.
You will liaise with internal and external stakeholders to address discrepancies.
You will provide system support to traders and portfolio managers.
Controls & Metrics:
You will compile broker metrics and Front Office statistics.
You will track queries and issues to strengthen transparency.
You will design improved control processes.
You will collect and share feedback from global teams with custodians.
Process Improvement:
You will test new systems and functions.
You will help refine the Middle Office operating model.
You will identify ways to enhance workflows, reduce risk, and increase efficiency.
Risk Management:
You will monitor failed or incomplete trades to ensure timely settlement.
You will track error trends and escalate concerns.
You will document process gaps for risk assessments.
On‑Boarding:
You will support onboarding for new accounts, securities, and brokerage setups.
You will assist with client conversions, migrations, and account‑level events.
Market & Product Knowledge:
You will stay informed on market initiatives, trends, and new products.
You will participate in Network Management calls to expand market understanding.
Relationship Management:
You will maintain strong relationships with traders and portfolio managers.
You will participate in service reviews and broker performance discussions.
You will ensure client reporting is delivered accurately and on time.
You will maintain regular communication with brokers and custodians.
What Will Help You Be Successful?
Experience, Education & Certifications:
Graduate or Post‑Graduate with 5+ years in Global Trade Support or client‑facing operations
Experience in mutual funds or investment banking
Ability to manage multiple deadlines in a fast‑paced environment
Strong market and financial services understanding
Exposure to global operations is an advantage
Technical Skills:
Experience with OMGEO, MISYS, Charles River, and Bloomberg
Knowledge of Fixed Income, Equity, FX, and Derivatives
Understanding of settlements, corporate actions, pricing, and security master
Proficiency in MS Office, Power BI, and Alteryx
Soft Skills:
Strong written and verbal communication
Effective problem solving and analytical thinking
Strong organizational skills and attention to detail
Ability to work under pressure
Collaborative and relationship‑oriented mindset
Work Shift Timings - 6:30 PM - 3:30 AM IST (Should be flexible)
Experience our welcoming culture and reach your professional and personal potential!
Our culture is shaped by our diverse global workforce and strongly held core values. 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.
Highlights of our benefits include:
Professional development growth opportunities through in-house classes and over 150 Web-based training courses
An educational assistance program to financially help employees seeking continuing education
Medical, Life and Personal Accident Insurance benefit for employees. Medical insurance also cover employee’s dependents (spouses, children and dependent parents)
Life insurance for protection of employees’ families
Personal accident insurance for protection of employees and their families
Personal loan assistance
Employee Stock Investment Plan (ESIP)
12 weeks Paternity leave
Onsite fitness center, recreation center, and cafeteria
Transport facility
Child day care facility for women employees
Cricket grounds and gymnasium
Library
Health Center with doctor availability
HDFC ATM on the campus
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 existing 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.
Franklin Templeton is committed to fostering a diverse and inclusive environment. 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.
