Non-Permanent Department: Full Services Operations (820) 30 Adelaide Str, East Toronto, Ontario, M5C 3G9 Canada Number of Positions: 1 This is a temporary role until May 2027.

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. The IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion.

IFDS Canada is a 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 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, build rapport with our clients and work closely with our fellow business partners then consider working at IFDS.

Role Responsibilities

Actively and effectively manages the day-to-day customer service delivery model for clients by:

Being the liaison between IFDS and the advisor/dealer community who act on behalf of our Fund Company clients Responsible for responding to a variety of client issues and inquiries

Able manage multiple client inbound/outbound calls and emails

As the primary liaison to advisors and dealers the Agents provide account and fund information, issue resolution trade details and review/signoff of reports and special projects

Knowledgeable when it comes to IFDS’ services, products, policies and procedures pertaining to the team’s accountable transactions

Liaise with internal teams to facilitate client service requirements Minimum Qualifications 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; robust client focus

Excellent interpersonal skills

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 solid 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 adaptable 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 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. 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.

Salary Range Pay Range (CAD $): 53,000 - 66,000 The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

Section: Client Experience Operations

📌 Bilingual Customer Service Agent (Toronto)
🏢 International Financial Data Services (IFDS)
📍 Toronto