Client Account Manager

Join to apply for the Client Account Manager (Bilingual English/Spanish) role at International Financial Data Services (IFDS) 1 day ago Be among the first 25 applicants 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 serves over 240 financial organizations worldwide, delivering solutions to 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 an AUA of approximately CAD $4 trillion. IFDS Canada, Ireland, and Luxembourg are 50/50 joint ventures between Boston‑based State Street Corporation, a leading provider 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 financial services and healthcare industries. Imagine Yourself at IFDS Experience a community like no other. 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 Bilingual (Spanish) Remote Client Account Manager – Domestic is the subject matter expert between the client and all internal teams at IFDS. The role manages day‑to‑day service delivery and account relationship, overseeing service requests and incidents, investigating client‑specific issues, and providing solutions. The incumbent also supports new product configuration, client onboarding, training, and any other client JAD discussions, and communicates concisely with Senior Management internally and on the client’s side. Role Responsibilities Plan and execute client requirements in collaboration with all internal and external clients to deliver superior customer service aligned 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 directly and indirectly 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 the IT organization, always ensuring client expectations are met Collaborate with Asset Management Solutions and Business Change Management to review project scope and deliverables, while identifying, assessing and mitigating project risks as appropriate Provide guidance and support on HLE and SOW requests Make recommendations on project prioritization and resource management When required, assist in developing test strategy, plans and test cases Coordinate client requests to ensure delivery is in accordance with client expectations Minimum Qualifications Bilingual in Spanish 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 (understands the full picture) Strong Change Management capability (ADKAR) Able to handle or lead complex projects and major changes Strong communications and 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 – takes a logical approach to analyzing problems Systematically researches information and explores alternatives to solve problems High level of competency with MS suite, including but not limited to 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. Applicants not selected for interviews will not be contacted for this position. Job Details Seniority level: Mid‑Senior level Employment type: Full‑time Job function: Sales and Business Development Industries: Banking, Financial Services, IT Services and IT Consulting Referrals increase your chances of interviewing at International Financial Data Services (IFDS) by 2x #J-18808-Ljbffr