Institutional Onboarding Associate, EMEA
Job in
Edinburgh, City of Edinburgh Area, EH2, Scotland, UK
Listed on 2026-10-20
Listing for:
Franklin Templeton
Full Time
position Listed on 2026-10-20
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success.
About the department
Institutional Client Service EMEA provide onboarding and post-sale services to institutional clients across Europe, the Middle East and Africa. The team partners closely with Sales, Client Coverage, Investment and Operational teams to deliver an exceptional client experience.
As an Institutional Onboarding Associate, you'll play an important role in helping new clients and investment mandates get set up successfully. This is an excellent opportunity for someone looking to start or develop their career within asset management. You'll gain exposure to a client-facing environment, work with a wide range of stakeholders, and develop valuable project coordination and relationship management skills.
How you will add value
Support client onboarding across the EMEA region.
Coordinate activities across multiple internal teams to ensure a smooth onboarding experience.
Build relationships with clients, colleagues, and external partners.
Track onboarding projects and help ensure key milestones are achieved.
Support post-launch updates and ongoing client account maintenance activities.
Develop an understanding of Franklin Templeton's products, clients, and operational processes.
Contribute to delivering an exceptional client experience.
Represent the Client Service team in a professional and collaborative manner.
What will help you be successful in this role Experience, Education & Certifications Ideally suited to someone looking to start or develop their career within asset management.
Interest in financial services, client service and project coordination - demonstrated through academic achievements, internships, placements, or related experience.
Strong interpersonal and communication skills, with the confidence to engage with a variety of stakeholders.
Bachelor's degree or equivalent professional experience.
Technical Skills Excellent written and verbal communication skills in English.
Proficiency with Microsoft Office applications, particularly Excel and PowerPoint.
Ability to analyse information and identify potential risks or issues.
Strong attention to detail and commitment to data accuracy.
Soft Skills Strong organisational and time management skills.
Proactive approach to problem solving and continuous improvement.
Ability to build effective working relationships across teams.
Confidence managing stakeholder expectations and following through on commitments.
Adaptability and resilience in a fast-paced environment.
Ownership mindset with a focus on delivering positive client outcomes.
Work Schedule & Location Hybrid working model, with 4 days per week in the office.#LI-EUR 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.
As…
Position Requirements
10+ Years
work experience
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