Client Resolution Manager

Permanent

Department: Full Services Operations (820)

30 Adelaide Str, East

Toronto, Ontario, M5C 3G9

Canada

Number of Positions: 1

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 Manager’s primary focus is to investigate and manage client specific queries; issues and escalations and to manage, develop and provide day-to-day support to the Management Company Support Teams.

The Client Resolution

Manager is responsible for mitigating and handling appropriate resolutions for inbound and outbound call incidents and escalations, ensuring timely and accurate responses and updates to the client in accordance with company policies and industry guidelines. This may also include call handling highly complex cases and authorizing transactions. The Manager will communicate concisely and directly with other members within Business Operations and potentially Senior Management roles, internally and on the client’s side.

Role Responsibilities

Client Management

Acts as a first point of contact for operational client escalations. Incumbent is responsible for assessing, investigating and responding to account related transactional issues and errors and provide ongoing updates until closure

Responsible for ensuring teams are meeting all SLA, contractual, and regulatory standards.

Plan and execute transactional resolution to cases / escalations with internal stakeholders as required,



in consultation with the Client Account Managers and the Client if required and oversee the end to end delivery of resolution aligning to superior levels of customer service

Manages and oversees the Management Company support teams to ensure that all financial and non-financial transaction queries and client requests are handled in accordance with client SLAs.

Provides assistance with call handling of complex cases as needed

Direct and regular communication with the client, advisor, dealer via phone / email on ongoing issues until resolved

Oversight and governance of key operational tasks performed by the team

Streamlining of case management / escalation management processes and protocols

Develops and maintains a strong on-going relationship with the client; always looking for opportunities to improve client satisfaction and experience

Participates in the development and discussion of operational enhancements to improve the client experience

Oversees the implementation of new processes, policies and special initiatives to enhance and support business needs within the Management Company Support teams

Assists with the management of periodic reporting requirements including query and research volume / productivity and quality

Attends weekly / monthly client calls with other internal stakeholders as required

Participates and / or coordinates special projects impacting the team

Coordinates client requests, to ensure delivery is in accordance with client expectations

People Management

Provides leadership to direct reports to build a teamenvironment where excellence is the goal of everyone by:

Models the values and the goals of the organization and the management team

Provides ongoing feedback and formal reviews of performance to direct reports

Provides performance feedback, coaching, mentoring and career and development planning

Negotiates and supports individual development plans

Provides day-to-day coaching relative to the development of both technical and behavioral competencies

Ensures all direct reports receive coaching and developmental support

Ensures key resources are identified and plans for retention are in place

Oversees salary administration and staffing plans

Promotes appropriate training and development

Assures compliance with Company Human Resources management/policies

Minimum Qualifications





Solid research / information gathering / analytical and problem-solving skills

Excellent written and verbal communication

Excellent time management, prioritization and organization skills

Demonstrated proficiency in communicating complex transactional issues with internal stakeholders or clients

Solid knowledge of financial mutual fund / seg fund record keeping systems and transfer agency operations

Post-secondary education in a related discipline or equivalent experience

Minimum 2 years’ experience in the financial service industry in a client facing role

Solid knowledge of IFDS applications (including iFast, Chorus BPM, etc.)

Excellent leadership skills and the ability to lead and work as part of a cohesive team

Exemplary client focus in determining, managing and meeting client expectations

Understands the business impact of escalated incidents / issues and service requests

Robust Communications and interpersonal/negotiation skills and ability to influence others

Ability to present/discuss solutions at a detailed level to clients / internal stakeholders

Ability to operate in stressful situations in resolving client issues

Medium level of competency with MS suite, including but not limited to; Excel, Visio, Word, PowerPoint.

IFIC Operations and Procedures course (asset)

Bilingual English/French, both oral and written (asset)

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 $): 75,000 - 95,000

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.

IFDS Provides

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

📌 Client Resolution Manager (Winnipeg)
🏢 International Financial Data Services
📍 Winnipeg