Posted: January 21, 2012
Senior Account Coordinators
1st Position Bilingual (French/English)
2nd Position Bilingual (Spanish/English)
3rd Position Unilingual (English)
Department:
Business Operations
Reports To:
Unit Manager
Work Schedule:
Monday to Friday, 8:00 AM to 8:00 PM various rotating shifts
Company Overview:
AT IFDS (Canada), we create the technology and service solutions the financial industry is built on. Leading investment and insurance providers trust International Financial Data Services (IFDS) Canada for award-winning record-keeping platform and back office services. For more than 30 years, our knowledge, experience, financial strength and advanced technology have enabled our clients around the globe to achieve their business goals, and our investment in the future will help them continue to lead the way. We are looking for a dynamic, customer focused individual who is ambitious about their career growth as well as the financial services industry to join our team.
Overall Accountabilities
As a senior member of a client service team, you will be the liaison between IFDS and the advisor/dealer community on behalf of our Fund Company clients. The candidate is responsible for responding to inquiries from advisors and dealers and providing account and fund information and trade details. The candidate will also conduct outgoing phone calls to broker/dealers for trade requests that are not received in good order, and resolve problems daily. Other duties may include the review and signoff of a variety of reports and special projects as assigned.
Competencies: (Behavioral and Functional)
CRITICAL:
- Change Management Skills – successful candidates must demonstrate that they have the following proven skills: quick learner, open to learning new things, able to adapt to an environment with continuous change, able to comprehend and execute instructions, focused on process improvement opportunities, open to new challenges, able to continuously multi-task.
- Communication Skills – successful candidates must possess and demonstrate the following competencies: willingness to make and take phone calls within service standards, ability to probe and ask questions to clarify understanding, seeks clarity when necessary, listens well to instructions, ability to communicate in both written and verbal form with internal and external clients, email and reporting experience.
- Computer Skills – successful candidates must have proven skills in obtaining productivity and quality results within a given time frame with MS Office, Multi applications, Windows, and Email.
- Team Player – candidate must be willing to work in a team environment with shared goals and accountabilities. May be called upon to provide mentoring to more junior associates.
- Flexibility – candidate must be willing to work in an environment with flexible schedules that are driven by client commitments and seasonal volumes. Candidate may be called upon to support teammates and other teams, as required
- Deadline Focused – candidate must show proven skills in being able to meet deadlines under pressure. An example would be service level agreements with our clients
- Quality and Customer Focused – candidate must have superior listening and customer service skills in order to provide our clients with the highest quality of service.
- Self Driven – candidate must show they are a self motivated individual who does not require constant supervision to meet expectations. Possess maturity, a positive attitude and views this role or IFDS as a potential career goal.
- Detailed Oriented – candidates must be highly analytical with a high degree of attention to detail to ensure 100% accuracy in all transactions
Important Requirements:
- Must have at least 3 to 5 years' experience working with mutual funds, in a call centre and processing environment
- Must be fluently bilingual in both French and English (verbal & written)
- Strong knowledge of Mutual Fund Dealer, Mutual Fund Manufacturers, Securities, Registered Products, Segregated Funds, etc.
- Post-Secondary degree/diploma in Finance or related field
- Working towards IFIC or CSC designation
