Client Operations Specialist at IFDS

Elevate client satisfaction as a Client Operations Specialist with International Financial Data Services in Toronto. Focus on delivering top-notch service while managing inquiries and processing transactions.

At IFDS, you will play a crucial role in managing client relationships within the International Operations Department. With a minimum of three years’ experience in financial services, success in this position involves excellent communication, problem-solving skills, and the ability to handle complex trade instructions. Your contributions will directly enhance client experiences and meet service level agreements.

Key Responsibilities:

• Manage day-to-day customer service delivery for assigned clients

• Build and foster positive client relationships

• Execute trade instructions, from standard to complex

• Provide accurate client reporting and data analysis

• Reconcile dividend transactions according to client-specific procedures

Requirements:

• Minimum 3 years of experience in financial services

• Post-secondary education in a related field

• Strong client-focused attitude and interpersonal skills

• Ability to work flexible shifts based on client needs

• Proficiency in Microsoft applications

Bring your analytical skills and relationship-building expertise to create impactful client experiences at IFDS.
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