Posted:
10/8/2024, 9:58:02 AM
Location(s):
City of Edinburgh, Scotland, United Kingdom ⋅ Scotland, United Kingdom
Experience Level(s):
Mid Level ⋅ Senior
Field(s):
Customer Success & Support ⋅ Sales & Account Management
Martin Currie is owned by Franklin Templeton, a diversified firm that spans asset management, wealth management, and fintech, giving us many ways to help investors make progress toward their goals. With clients in over 150 countries and offices on six continents, you’ll get exposed to different cultures, people, and business development happening around the world.
As an independent Specialist Investment Manager within Franklin Templeton, Martin Currie is a modern, vibrant investment firm with some of the world’s leading asset owners as clients.
The talented and autonomous teams create concentrated, best-idea investments that retain their conviction in fast-changing markets. Recognised for the quality and range of their capabilities in global equities, their purpose is invest to improve lives, meaning that they take the next generation into account and deliver innovative strategies with a stewardship edge.
Visit www.martincurrie.com to learn more about our company and our investment strategies.
Responsible for managing activities associated with the onboarding and ongoing servicing of our clients. Partner with sales and distribution colleagues to ensure that their efforts can be focused on developing our client base. Work with other key stakeholders (Franklin Templeton and external suppliers) to ensure that the necessary processes are in place to deliver on client servicing responsibilities.
Client Service oversight
Manage core suppliers to support delivery, ensuring maximum value in line with business deliverables (Northern Trust and Incremental).
Manage the workflow across the team to ensure BAU production and activities are met.
Oversight of the central mailbox, ensuring emails are allocated appropriately and responded within a reasonable timeframe.
Work with the Head of Distribution Services to manage priorities (outside of BAU) across the team.
Member of ESG Regulatory Working Group to assist in effecting any regulatory / legislative change as they arise.
Client servicing and reporting
Attend the regular AML group meetings.
Ensure all AML checks are completed as a client is onboarded in accordance with the group policy. Assume responsibility of the AML annual re-assessment process in accordance with the policy.
Responsible for the client reporting process ensuring that all parts of the business are fully aware of and committed to delivering their responsibilities.
Ensure that client reports are issued on a monthly / quarterly basis in accordance with agreed schedule.
Agree and communicate with Client Portfolio Managers (CPMs), any new servicing requirements and ensure that new requirements are implemented.
Ensure ESG and any new reporting is delivered and implemented.
Act as conduit with outsourced service provider to ensure delivery of required information.
Seek out and implement process improvements which will deliver a more efficient and effective process and/or end client experience.
Responsible for maintaining optimal CRM platform structure and architecture, ensuring it works seamlessly across the organisation and captures all required information at key points in the customer life cycle so reporting can be run.
Develop and maintain an efficient and effective process for providing a prompt, accurate and supportive assistance to end clients, including oversight of the central mailbox.
Create and update client presentations as and when required.
Oversee delivery of ‘standard’ materials (via Seismic) as required.
Transition management
Provide support and management of specific transition activities as required:
Co-ordinate internal teams and external providers to deliver as required.
Act as primary contact with client as required to understand, negotiate, and challenge their requirements as appropriate, liaising with internal teams as necessary to resolve any issues.
Monitor progress versus agreed timetable, escalating any potential slippage to relevant parties.
Other responsibilities
Ensure you are aware of, comply with and are an advocate and role model for all Martin Currie and Franklin Templeton Legal, Regulatory, Governance, Risk and Compliance obligations including understanding your personal responsibilities, obligations, record keeping and behaviours all the time.
Responsible for the day-to-day line management as appropriate including, but not limited to:
Ensuring any team members have clearly defined performance and development goals, in line with our strategic objectives.
Working in a creative, positive, and entrepreneurial way to achieve results.
Communicating clearly how product marketing will support channel sales plans.
Coaching and feedback is provided to other Product Specialists in collaborative manner.
Ongoing learning and development are central to conversations.
Regular assessment of performance and development and the delivery of constructive performance review conversations
Where appropriate recruitment, selection and upskilling of new hires to the team.
Role modelling and supporting our Company Values, Learning Culture Vision and team compliance with all risk and compliance policies.
Championing initiatives on behalf of Martin Currie within Franklin Templeton
Education
Educated to degree level desirable though not essential.
Technical skills and experience
Minimum 5 years’ experience in Financial Services/Investment Management
Knowledge and understanding of data and production processes.
Good communication skills – written and verbal.
An excellent understanding of Martin Currie’s business and clients
Client focused and Deadline driven.
Team player with strong levels of ownership and planning
Thorough, diligent, and compliant approach.
Foresight to anticipate issues, set priorities and proactively develop strong relationships both internally and externally.
Behavioural competencies – FREEDOM TO PERFORM
Our values describe what we truly believe in, how we act and interact with each other and our clients. They support our culture and act as a compass to guide and measure behaviour, drive decisions, and unite us as a business.
Respect - For each other, for diversity, for individual talent, and our collective success. We favour steadfast support and heartfelt trust over ego.
Openness - We make decisions based on open discussion, sharing perspectives, experiences, and ideas freely. Our commitment to equality and fairness means we value everyone's contribution.
Courage - We embrace new ideas and intellectual challenge with confidence. An unwavering belief in one another gives us the courage to act with conviction.
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 within the Franklin Templeton Group. 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 Martin Currie
*Most benefits vary by location. Ask your recruiter about benefits in your country.
Franklin Templeton and Martin Currie are 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, colour, 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 and Martin Currie 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 [email protected] (An accommodation or work arrangement is a modification or adjustment to the application or interview process.). 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.
Website: https://leggmason.com/
Headquarter Location: Baltimore, Maryland, United States
Employee Count: 1-10
Year Founded: 1899
Industries: Asset Management ⋅ Finance ⋅ Financial Services ⋅ Funding Platform ⋅ Insurance