Client Operations Specialist

1 month ago

Toronto, Canada IFDS Group Full time

Client Operations Specialist - International
Permanent

30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada

**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.

**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 (high dollar) transactions
- Able 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
- Participates in special projects as assigned

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 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

**Minimum Qualifications**
- Minimum 3 years’ experience in the financial service industry
- Post-secondary education in a related discipline
- Must be willing to work US and 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
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