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Toronto, Canada International Financial Data Services (IFDS) Full timeOverviewWith 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...
Client Account Manager
4 weeks ago
OverviewWith 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. IFDS 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 and Connecticut-based SS&C Technologies. Job Title: Client Account Manager Employment Type: Permanent Location: 30 Adelaide St, East, Toronto, Ontario, M5C 3G9, Canada Role Overview The Client Account Manager is the subject matter expert between the client, business operations and IT to investigate client-specific issues, and provide solutions accordingly. The incumbent may also be responsible for new product configuration support, client onboarding, training and any other client JAD discussions. The Client Account Manager will communicate concisely and directly with C-Suite roles, internally and on the client’s side. Role Responsibilities Plan and execute client requirements in collaboration with all internal and external clients to oversee the delivery of superior customer service in alignment with the client’s strategic goals Interact directly with business partners, developing and maintaining a strong ongoing relationship; always looking for opportunities to improve client satisfaction and experience Interact with business operations, clients and regulatory, statutory and industry standards bodies to understand and document business requirements for client consumption Actively participate in the development and discussion of operational enhancements to improve the client experience Oversee the implementation of new processes, policies and special initiatives to enhance and support business needs Establish priorities early in the planning process in consultation with Client Account Managers, client base, and assigned team members Act as a first-time resolution team member through ticket and analysis Work closely with Business Operations and IT, ensuring client expectations are met Collaborate with Asset Management Solutions and Business Change Management to review project scope and deliverables, identifying and mitigating project risks as appropriate Provide guidance and support on HLE and SOW requests Make recommendations on project prioritization and resource management Provide performance feedback, coaching, mentoring and career development planning Assist in developing test strategy, plans and test cases when required Educate the business on IFDS products and capabilities, conduct demonstrations and provide product training as required Work with IT to complete various technical documentation initiatives Coordinate client requests to ensure delivery is in accordance with client expectations Act as backup for Relationship Manager Minimum Qualifications Solid knowledge of financial mutual fund record keeping systems and transfer agency operations Strong knowledge of the mutual fund and seg fund industry Post-secondary education in a related discipline Minimum 3 years’ experience in the financial service industry in a client facing role Demonstrated proficiency in communicating complex business solutions with internal stakeholders or clients Solid technical knowledge of IFDS applications (including iFast, IFWP, etc.) Extensive experience working with IFDS tools and clients Strong Change Management capability (ADKAR) Able to handle or lead complex projects and major changes Strong interpersonal/negotiation skills and ability to influence others Able to present/discuss solutions at a high level to potential clients Highly analytical with a very high degree of attention to detail Strong research / information gathering / analytical and problem-solving skills High level of competency with MS Office (Excel, Visio, Word, PowerPoint) IFIC Operations and Procedures course (asset) Bilingual English/French, both oral and written (asset) 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. Section: Client Experience Operations Reminders Seniority level: Mid-Senior level Employment type: Full-time Job function: Sales and Business Development Industries: Banking, Financial Services, and IT Services and IT Consulting Referrals increase your chances of interviewing at IFDS by 2x. For more job listings and alerts, visit the company careers page. #J-18808-Ljbffr
