Title:

Dealer Services Coordinator

Status:

Permanent

Core Hours:

Monday to Friday, 8:30 a.m. to 5:00 p.m. (Rotating shifts will be required depending on the business needs)

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.

General Role

& Responsibilities:

• Responsible for the high quality processing of Dealer transactions and set-ups, and the distribution and collection of Dealer Agreements
• Responsible for supporting the TA fund company client teams in operational and Dealer service issues
• Act as a central resource for the dealer community to ensure that they are prepared to effectively transact business with our clients.
• Responsible for the high quality processing of Rep transactions and set up
• Responding to incoming telephone inquires from Dealers
• Process selected Dealer and Rep transactions on iFast
• Maintain workflow efficiency and quality within the Dealer Services Team
• Liase with Unit Managers to ensure swift and timely resolutions to Dealer issues
• Responsible for supporting the Dealer community within the Transfer Agency client relationships
• Research problems and document resolutions

Competencies:

(Behavioral and Functional)

Critical

• 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

• Post Secondary Education in Finance
• Sound knowledge of Mutual Funds accompanied by 2 years’ experience in the Mutual Fund Industry
• Enrollment or completion of the IFIC
• Strong knowledge of FundSERV and dealer processes
• Strong working knowledge of MS Office applications
• Bilingual French/English is a strong asset