Client Relations Analyst (Account transition Analysis & Portfolio Analysis)
On-siteHyderabad, Telangana, India
Job Summary
Prepare accurate account transition reports for clients utilizing the CANVAS® platform and partner with client service and sales teams to resolve issues. Apply operational expertise to support the Retail and Financial Advisor Services channels by managing multiple requests accurately in a fast-paced environment. This role requires at least two years of experience in client service or operations within financial services or asset management, with exposure to direct indexing platforms being a plus. Candidates must possess strong analytical, organizational, and problem-solving skills alongside clear written and verbal communication abilities. Work shifts run from 2:00 PM to 11:00 PM IST. Join O'Shaughnessy Asset Management, a Franklin Templeton specialist investment manager focused on research-driven, disciplined portfolio management, to contribute to innovative investment solutions and a growing, client-focused platform.
Required Qualifications
- At least two years of experience in client service or operations
- Experience in financial services or asset management
- Bachelor's degree
- Strong analytical skills
- Strong organizational and time management skills
- Ability to problem solve efficiently and accurately
- Clear written and verbal communication skills
- Professional persistence when following up on requests
- Self-starter mindset with intellectual curiosity
- Work Shift Timings - 2:00 PM - 11:00 PM IST
Desired Qualifications
- Exposure to direct indexing platforms
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