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Client Operations Specialist - Registration

IFDS Group -
Toronto, ON

Postuler dès maintenant

Détails du poste

De 53 000 $ à 68 000 $ par an
Il y a 5 jours

Profil recherché

Bilingue
Espagnol
Études postsecondaires
Anglais
Microsoft Office
Contrôle de la qualité
Portugais
Compétences en communication

Description complète du poste

Client Operations Specialist - Registration
Non-Permanent
Department: International Operations

30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Number of Positions: 1

Who we are

With its global headquarters in Toronto, Canada, International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. IFDS services over 240 financial organizations around the world, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada is a 50/50 joint ventures between Boston-based State Street Corporation, one of the world’s leading providers of financial services to institutional investors, and Connecticut-based SS&C Technologies, a global provider of investment and financial software-enabled services and software for the global financial services and healthcare industries.

Imagine yourself at IFDS

Come experience a community like no other at International Financial Data Services (IFDS). We offer work opportunities driven by a passion for creating market leading financial solutions, and a culture that nurtures collaboration, accountability, diversity & inclusion, and continuous learning. We’ll provide you with opportunities to develop your career. From ongoing training and development programs to experiences working with our global financial services partners, you’ll be able to realize your full potential.

Role Overview

The Client Operations Specialist primary focus is to strive towards effective delivery commitments to our International and offshore clients. The incumbent’s main objectives will be to develop a positive client experience by understanding and responding to our clients’ enquiries professionally, complete reporting, transaction processing and reconciliations accurately. As the primary point of contact for our clients, the Client Operations Specialist must provide exemplary customer service as well and recognize opportunities to proactively position IFDS’ services to meet and exceed our clients’ needs.

Role Responsibilities

Actively and effectively manages the day-to-day customer service delivery model for assigned clients by:

Focusing on building and fostering positive client relationships as related to our service level agreements
Liaise with client contact(s) and internal teams to facilitate client service requirements
Execute all trade instructions from standard to complex
Able to execute all steps of the processing lifecycle, comprising of all work types from medium to high complexity.
Participate in special projects as assigned
Client reporting specifically to high-risk accounts
Account Screening

Provides effective reporting to meet both internal and client requirements by:

Working with management and clients to enhance or improve reporting needs as required
Providing regular reporting on key service performance and quality metrics
Analyzing data to ensure quality and accuracy of trades
Ensure completion and delivery of client reporting as specified in the policies and procedure and in accordance with the established cut-offs and SLAs for each client
Actively manages and executes
Reconciles dividend transactions, distributions and payments in accordance to client specific procedures.
Interacts with Operations groups, State Street Bank and other custodian banks, as well as clients, broker/dealers to exchange information and resolve problems
Analyzes reports to capture exceptions; researches and resolves issues and open items

Minimum Qualifications

Critical Requirements:

Minimum 3 years’ experience in the financial service industry
Post-secondary education in a related discipline
Must be willing to work various USD, Canadian holidays
Willingness to work in an environment with flexible schedules (i.e. mid to late shift) that is driven by client commitments and high volumes.
Previous experience in a service oriented environment; strong client focus
Excellent interpersonal, communication and multi-tasking skills
Able to co-ordinate and operate in occasionally stressful situations in resolving the client’s issues
Team Player, able to work in a team environment with shared goals and accountabilities
Highly analytical with a high degree of attention to detail to ensure 100% accuracy on all transactions
Strong investigative and problem solving skills
Understands the business impact of escalated incidents and service requests
Ability to act quickly and decisively when resolving client issues
Positive impact – performs in a manner that makes a strong positive impression on others
Microsoft suite of applications

IMPORTANT

Relationship builder – constructs, maintains, nourishes relationships with all stakeholders
Knowledge of iFAST Base system, iFAST Base & Surround Products
Solid knowledge of International Financial Mutual Fund Record Keeping Systems and Transfer Agency operations business process
Bilingual English/ Spanish or Portuguese both oral and written is a definite asset
Demonstrated process improvement capability

BENEFICIAL

Processing and/or quality control experience on iFAST

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range

Pay Range (CAD $): 53,000 - 68,000

The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

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Je souhaite recevoir la dernière alerte emploi pour les postes de ce type : registration (toronto on)

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