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Client Operations Specialist – Int”l

IFDS Group

This is a Contract position in Brampton, on posted May 13, 2022.

Client Operations Specialist
– Int’lPermanent30 Adelaide Str, EastToronto, Ontario, M5C 3G9CanadaDo you posses a high level of reliability, precision and attention to detail?

Are you looking to start your career in Business Operations?

Our Business Operations Team has an opportunity for a Client Operations Specialist.

The incumbent will be reporting into the Unit Manager while collaborating with other members of the Team on day to day deliverables and projects.Imagine yourself at IFDSCome 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.Who we areWith 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.

With employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion.

IFDS Canada, Ireland, and Luxembourg are 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.Job overviewThe incumbent directly manages the day-to-day customer service delivery model and execute trade instructions for assigned clients while focusing on building and fostering positive client relationships, meeting our service level agreements and liaise with our client teams in Europe and Asia.If you want to be part of a culture that values and fosters team unity, builds rapport with our clients and works closely with our fellow business partners then consider working at IFDS.What you will doAble to execute all steps of the processing lifecycle, comprising of all work types from medium to high complexity (high dollar transactions; simple and complex work types)Manage multiple client inbound/outbound calls and emails, provide resolution to brokers pertaining to account and fund information, issue resolution trade details and review/signoff of reportsParticipate in special projects as assignedAble to provide support on Settlement and ReconciliationAble to manage multiple currency fund and banking cut off’sAble to execute work across multiple Fund Jurisdictions rules and regulationsEnsure 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 clientIdentify and recommend process improvementsAbility to travelServicing multiple clients and able to multiple task in a fast pace environmentKnowledge of GDPR, FATCA and CRSExecute tasks relating to project, client onboarding’s, and conversionsActively manages and executes Pricing, Cycle Processing and ReconciliationReconcile dividend transactions, distributions and payments in accordance to client specific proceduresInteract with Operations groups, State Street Bank and other custodian banks, as well as clients, broker/dealers to exchange information and resolve problemsAnalyze reports to capture exceptions; researches and resolves issues and open itemsExecute and complete NAV and distribution rate upload or entry for the International clients within the pre-defined client cut-off/scheduleRun, monitor, and accurately complete Cycle Processing for the International clients within the pre-defined client SLA and scheduleMust be able to adapt to handling multiple critical activities, special, and unique processesWhat we requirePost-secondary education in a related disciplinePrevious experience in a service oriented environment; strong client focusExcellent interpersonal and communication skillsVery strong ability to organize and prioritize workTeam Player, able to work in a team environment with shared goals and accountabilitiesHighly degree of attention to detail to ensure 100% accuracy on all transactionsStrong research / information gathering / analytical and problem-solving skills
– takes a logical approach to analyzing problemsUnderstands the business impact of escalated incidents and service requestsPositive impact performs in a manner that makes a strong positive impression on othersKnowledge of iFAST Base system, iFAST Base & Surround ProductsSolid knowledge of International Financial Mutual Fund Record Keeping Systems and Transfer Agency operations business processProactive in acquiring information to develop new skills to improve job performance.

Grasps new material quickly and easily, and applies new information, concepts and procedures in a constructive mannerPortuguese, Spanish, German, French, Italian, Mandarin both written and/oral communicationWorking ConditionsMust be willing to work US and Canadian HolidaysWillingness to work in an environment with flexible schedules (i.e mid to late shift) that is driven by client commitments and high volumesMust be flexible and able to work overtime from time to timeCurrently working from home, however applicants must be flexible and adaptable to return to the office in a Hybrid model (remote & onsite) once the company determines it is safe to do so.

Employee working hours consist of various shifts morning and afternoons.

Overtime may be required based on business needs.AODA StatementIFDS Canada encourages applications from all qualified individuals.

Applicants with disabilities may notify us of any accommodations 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.