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Bilingual Customer Service Agent

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’s primary focus is to strive towards effective delivery commitments to our clients. The main objectives of this role will be to develop a positive client experience by understanding and responding to our clients’ enquiries professionally and accurately. As the primary point of contact for our clients, the Bilingual Customer Service Agent must provide exemplary customer service as well and recognize opportunities too proactively position IFDS’ services to meet and exceed our clients’ needs. 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

  • Minimum 3 years’ experience in the financial services back office
  • Post-secondary education in a related discipline
  • Previous experience in a service oriented environment; strong client focus
  • Excellent interpersonal skills
  • Solid written and verbal communication skills
  • Ability to communicate complex business and technical concepts plainly and simply
  • Very strong ability to organize and prioritize work.  Ability to work on multiple and changing priorities within specified timeframes
  • 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 research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems. Systematically researches information and explores alternatives to solve problems.
  • Understands the business impact of escalated incidents and service requests
  • Ability to act quickly and decisively when resolving client issues
  • Positive  impact – performs in a manner that makes a strong positive impression on others; e.g., high energy level, a problem-solving approach, and the ability to act with a sense of urgency when the situation demands it
  • Willingness to work in an environment with flexible schedules that is driven by client commitments and high volumes
  • Relationship builder – constructs, maintains, nourishes relationships with all stakeholders
  • Knowledge of the mutual fund processing and the administrative back-office
  • Proactive 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 manner


                

What we require

  • Must be fully bilingual in English/French with both verbal and written communication skills
  • Minimum 1 year experience in the financial services frontline
  • Post-secondary education in a related discipline
  • Previous experience in a service oriented environment; strong client focus
  • Excellent interpersonal skills
  • Solid written and verbal communication skills in both English/French
  • Very strong ability to organize and prioritize work.  Ability to work on multiple and changing priorities within specified timeframes
  • 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
  • Understands the business impact of escalated incidents and service requests
  • Positive impact – performs in a manner that makes a strong positive impression on others; e.g., high energy level, a problem-solving approach, and the ability to act with a sense of urgency when
  • the situation demands it
  • Willingness to work in an environment with flexible schedules that is driven by client commitments and high volumes
  • Relationship builder – constructs, maintains, nourishes relationships with all stakeholders
  • Proactive 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 manner
  • Knowledge of iFAST Desktop system, iFAST Base & Surround Products would be an asset
  • Knowledge of Financial Mutual Fund Record Keeping beneficial

 

Working Conditions

  • Currently 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. Hours of operation are from 8:00 am-8:30 pm Mon-Fri.  Overtime may be required based on business needs.    

 

AODA Statement

IFDS 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.

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Additional Details

Category: Admin / HR
Location:
International Financial Data Services (IFDS)
30 Adelaide Str, East
Toronto, ON, CA
M5C3G9
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Posted: Sep 13, 2021
Deadline: OPEN
Type: Full-time
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