Bilingual Customer Service Agent
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
Theincumbent’s primary focus is to strive towards effective delivery commitmentsto our clients. The main objectives of this role will be to develop a positiveclient experience by understanding and responding to our clients’ enquiriesprofessionally and accurately.



As the primary point of contact for our clients,the Bilingual Customer Service Agent must provide exemplary customer service aswell and recognize opportunities too proactively position IFDS’ services tomeet and exceed our clients’ needs. If you want to be part of a culture thatvalues and fosters team unity, build rapport with our clients and work closelywith our fellow business partners then consider working at IFDS.

Role Responsibilities

Actively and effectively manages theday-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 setting; strong 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 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

AODA Statement
IFDS Canada encouragesapplications from all qualified individuals. Applicants with disabilities maynotify us of any accommodation needed to support your participation in therecruitment process. We wish to thank all applicants for their interest and effortin applying. Please be aware that only candidates selected for interviews willbe 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.

#J-18808-Ljbffr

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