International Financial Data Services (IFDS) is a world-leading provider of outsourcing and technology solutions to the financial services industry. The role involves providing consulting and business support to client groups, managing requests, and ensuring high-quality service excellence.
Responsibilities
- Managing the intake, review, prioritization, and assignment of daily requests from Client and Operations teams
- Intercepting, researching, and resolving requests as applicable
- Maintaining client and BSCM documentation
- Preparing client communications as assigned
- Contributing to project and implementation plans and related documentation
- Providing client service support to Client Account Teams and Operations
- Performing ad‑hoc environment setup
- Maintaining implementation utilities, departmental processes, procedures, and checklists
- Coordinating fund mergers, rollovers, and conversions
- Activating new functionality, including environment setup, testing, and implementation
- Managing direct client meetings to discuss new ideas and solution approaches to achieving client goals
- Overseeing complex fund launches
- Coordinating fund reorganizations and restructures
- Conducting code testing as required
- Creating and supporting SOWs and HLEs
- Completing tasks requiring advanced skills that fall outside standard day‑to‑day operations
- Managing new fund set-ups and modifications
Skills
- Skilled in maintaining structured logs for tracking issues, action items, risks, queries, and resolutions
- Experienced in supporting project teams during strategic meetings and producing clear meeting notes
- Comfortable organizing, managing, and filing project documentation in a centralized repository
- Clear and effective communicator, both verbally and in writing
- Proven customer‑relationship and client‑service capabilities
- Strong analytical mindset, with experience identifying business problems, evaluating data, and documenting accurate solutions
- Adept at research and information gathering
- Demonstrated innovation and a continuous‑improvement approach
- Shows initiative and takes proactive action when needed
- Solid working knowledge of iFAST, iFAST Web Plus, APIs, AWD, Datamarts, and related IFDS systems
- Client‑focused approach, including gathering business information and supporting problem resolution
- Effective at organizing work and managing shifting priorities within defined timelines
- Results‑driven, with a consistent track record of achieving performance expectations
- Clear written and verbal communication skills
- High attention to detail
- Comfortable working with deadlines
- Commitment to high‑quality work
- Creative thinker able to explore new ideas, approaches, and solutions
- Working knowledge of iFAST Web Plus
- Experience with additional iFAST products
- Familiarity with IFDS processes and documentation standards
- CSC and/or IFIC Operations & Procedures coursework (asset)
- Understanding of mutual funds and the broader financial services industry
- Exposure to ITIL methodologies
- Knowledge of iFAST systems, iFAST Surround Products, and Microsoft applications
Benefits
- Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package
- Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
- Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
- Inclusive Culture: Our inclusive work environment supports equity and values diversity
- Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
- Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs
Company Overview
Apply Now