Dealer Services Analyst

Dealer Services Analyst
Permanent
Department:
Full Services Operations (820)
30 Adelaide Str, East
Toronto, Ontario, M5C 3G9
Canada
Number of Positions: 2

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.

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.

The Dealer Services Support team is part of the Full Service Domestic Operations Department. The Dealer Services Analyst’s mandateis to manage day to day dealer requests including organizing, assigning and assisting to complete daily work and assessing volumes based on currentstaffing levels to meet SLAs. The Dealer Services Analyst must also play a supporting role as a subject matter expert resource for the remainder of the Dealer Services team and is expected to provide guidance, oversight, coaching and assistance to the other team members when required, and is a senior point of escalation within the dealerservices team.

The Dealer Services Analyst is primarily accountable for first level communication with alldealers on day to day items. Additionally,the dealer services analyst ensures that all daily incoming work is assigned/completed and provides quality control services to the bulk of thedaily work volume. This individualalso plays a supporting role with all bulk dealers change requests. Technical

• Able to assist with the capture of business requirements related to bulk dealer change requests of all kinds.
• Remains accountable for quality of all team members by providing quality control checks on outbound communications and on the most complex transaction processing.
• Maintains intimate and expert knowledge of all processes and procedures for all domestic clients as well as systems.
• Able to fully document all dealer services’ process and procedures (swim lane, narrative, Knowledgebase updates) and routinely validates current documentation suite to ensure accuracy.
• Seeks to increase efficiency of processes through periodic review or process evaluation.
• Maintains expert working knowledge of Fundserv and all associated applications.
• Proficient in communicating complex problems within the team when required to source for solutions.

• Provide call resolution for all requests that fall within the scope of the Dealer Services’ responsibilities.
• Maintains a deep understanding of the industry with a dealer focus and proactively anticipates issues with service and seeks to proactively manage processes and procedures to mitigate service risks.
• Provide research and analysis directly linked to dealer issues.
• Responsible for dealing with escalations as required
• Ensures all security validations are maintained in all communication streams as required.

• Solid knowledge of financial mutual fund record keeping systems and transfer agency operations business process
• Strong knowledge of dealer back office processes and procedures.
• Strong Knowledge of the…