Wealth Client Service Associate/Wealth Client Service Manager

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 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 provide 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!  The Wealth Client Service team supports retail clients across Greater China by delivering consistent, high-quality service experiences. The team partners closely with Sales, portfolio managers, and internal specialists to advocate for clients, resolve issues, and strengthen long-term relationships. Team members work collaboratively in a fast-paced, client-focused environment where they gain broad exposure to asset management operations, client engagement, and regional markets. We are looking for a Wealth Client Service Associate/Wealth Client Service Manager to join our team in Hong Kong. How will you add value? Core Responsibilities: Support client servicing for clients in Greater China to drive deeper relationships for the retail business Interact with clients regularly to handle all servicing aspects including responding to client queries, implementing custodian changes, guideline changes etc Understand client requirements and needs. Work with Sales to meet client demands, including education, training, and other value-added activities Support annual/quarterly client portfolio reviews Provide daily support to fulfil client account inquires (audits, correspondence, statement, trade processing, web support, etc.) Design and implement enhancements to existing client service workflows Take the lead on new client onboardings Internal Relationships & Collaboration: Act as the clients' advocate in interactions with other internal business units. Liaise with portfolio managers to prepare for portfolio reviews and any changes in investment guidelines, breaches etc. Work with internal teams to troubleshoot and resolve client issues in a timely manner. Work with other teams including New Business Services on client onboardings Maintain excellent business knowledge, customer needs, internal policies & procedures, as well as systems capabilities and constraints What will help you be successful in this role? Experience: 5 - 8 years of client service or related experience in a client contact capacity in the Financial Services Industry retail clientele, products, servicing needs, and information standards (Seniority of the job title will be dependent on years of relevant experience) Experience with client services in asset management is required Experience working in a global business environment with diverse cultures and time zones Licenses & Language: High proficiency in both Cantonese and Mandarin is required SFC License Type 1 is preferred Skills: Strong client service and problem-solving capabilities High attention to detail and follow-through Ability to work independently with minimal supervision Strong prioritization and coordination skills Ability to interact and work with colleagues in a multi-site and cross-functional environment #LI-Hybrid 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. Hear more from our employees 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 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.