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Client Account Manager

Min Experience

3 years

Location

Toronto, Ontario, M5C 3G9, Canada

JobType

Permanent

About the job

Info This job is sourced from a job board

About the role

The Client Account Manager is the subject matter expert between the client, business operations and IT to investigate client specific issues, and provide solutions accordingly. The incumbent will also be responsible for new product configuration support, client onboarding, training and any other client JAD discussions. The Client Account Manager will communicate concisely and directly with C-Suite roles, internally and on the client's side. Role Responsibilities Plan and execute client requirements in collaboration with all internal and external clients to oversee the delivery of superior customer service in alignment with the client's strategic goals Interacts directly with business partners, developing and maintaining a strong on-going relationship; always looking for opportunities to improve client satisfaction and experience Interacts directly and indirectly with business operations, clients and regulatory, statutory and industry standards bodies to understand and document business requirements for client consumption Actively participate in the development and discussion of operational enhancements to improve the client experience Oversee the implementation of new processes, policies and special initiatives to enhance and support business needs Establishes priorities early in the planning process in consultation with Client Account Managers, client base, and assigned team members Acts as a first time resolution team member through ticket and analysis Works closely with Business Operations and IT organization, always ensuring client expectations are being met Will work closely with Asset Management Solutions and Business Change Management in reviewing project scope and deliverables, while identifying, assessing and mitigate project risks as appropriate Provide guidance and support on HLE and SOW requests Make recommendations on project prioritization and resource management Provide performance feedback, coaching, mentoring and career and development planning When required, assists in developing test strategy, plans and test cases Works with the business to educate them on IFDS products and capabilities, conduct demonstrations and provide product training as required Works closely with IT to complete various technical documentation initiatives Coordinates client requests, to ensure delivery is in accordance with client expectations Acts as backup for Relationship Manager

About the company

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. With employees and partners located throughout Canada, Europe, and Asia-Pacific, the IFDS enterprise supports more than 17 million accounts with AUA of approximately CAD $4 trillion. IFDS Canada, Ireland, and Luxembourg are 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.

Skills

financial mutual fund record keeping systems
transfer agency operations
mutual fund
seg fund industry