Client Operations Specialist
2 weeks ago
Client Operations Specialist - Int'l
Permanent
30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada*
Client Operations Specialist*
Do 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 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.
**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. 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 overview**
The 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 do**
*
Able to execute all steps of the processing lifecycle, comprising of all work types from medium to high complexity. - high (high dollar transactions; simple and complex work types
- Participates in special projects as assigned
- Able to provide support on Settlement and Reconciliation
- Able to manage multiple currency fund cut off’ s and banking cut off’ s
- Able to execute work across multiple Fund Jurisdictions rules and regulations.
- 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
- Identify and recommend process improvements
- Ability to travel
- Servicing multiple clients and able to multiple task in a fast pace environment.
- Knowledge of GDPR, FATCA and CRS
- Execute tasks relating to project, Client onboarding’s and conversions
- Actively manages and executes Pricing, Cycle Processing and Reconciliation
- 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
- Executes and completes NAV and distribution rate upload or entry for the International clients within the pre-defined client cut-off/schedule
- Run, monitor and accurately complete Cycle Processing for the International clients within the pre-defined client SLA and schedule
- Must be able to adapt to in handling multiple critical activities, special and unique processes
*
What we require*
- Post-secondary education in a related discipline
- Previous experience in a service oriented environment; strong client focus
- Excellent interpersonal and communication skills
- Very strong ability to organize and prioritize work.
- Team Player, able to work in a team environment with shared goals and accountabilities
- Highly degree of attention to detail to ensure 100% accuracy on all transactions
- Strong research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems.
- Understands the business impact of escalated incidents and service requests
- Positive impact - performs in a manner that makes a strong positive impression on others
- Knowledge of iFAST Base system, iFAST Base & Surround
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