Who we are looking for
International Financial Data Services (IFDS) is a joint venture between Boston-based State Street Corporation, a world leader in financial services providing investment servicing, investment management, trading services and investment research, and DST Systems, Inc., a Kansas City-based leading provider of shareholder accounting services and proprietary systems. International Financial Data Services (IFDS) is a global market leader committed to providing high quality systems and services to our clients. The IFDS family is made up of more than 5,500 world-class employees, located in our offices in Canada, Ireland, Luxembourg, Thailand and the United Kingdom.
Why this role is important to us
The team you will be joining is a part of International Financial Data Services (IFDS). IFDS is a world-leading provider of outsourcing and technology solutions to the financial services industry. With its global headquarters in Toronto, 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. IFDS is present in North America, EMEA and APAC.
Join us if making your mark in the financial services industry from day one is a challenge you are up for.
What you will be responsible for
The Investor Services team is a Client Facing role.
The Investor Services team answers all queries received via phone, email, facsimile and post from external sources -shareholders, brokers, financial intermediaries, - i.e. Client Service Team, Service Delivery Team and internally from IFDS cross location functional teams supporting this business.
Under the supervision of the Manager, the Investor Services Associate 2 is the focal point for the day-to-day client services of the Investor Services Team.
The Investor Services Associate 2 has to ensure that the workload is distributed evenly amongst all team members and that all queries are dealt with efficiently, accurately and professionally.
The Investor Services Associate 2 is an integral part of ensuring that a high quality service is delivered to the client, shareholders, brokers and financial intermediaries. Achieving high quality service is a team effort and the Investor Services Associate 2 needs to function at all times as a team player and ensure other team members do so too.
The Investor Services Associate 2 will work independently and will also work on improving established guidelines and practices by consulting with the Manager where clarification or exception may be required.
The Investor Services Associate 2 plays a supporting role to the Managers and drives operational excellence by implementing and embedding a continuous improvement culture.
AWD - All queries received in the Investor Services Team are monitored via the AWD (Automated Workflow Distributor) application. It tracks, controls and manages work through the appropriate processing steps based in the defined workflow. AWD is designed to reduce the physical handling of paper, to distribute the work to trained personnel and to track these pieces of work.
iFAST is used as our primary record-keeping system. The Shareholders Register & Unit holdings System, all shareholders, Broker, Fund, Fee & Dividend information is stored on this system.
Victor Buck - Media Dispatch Vendor Victor Buck will distribute the contract notes/statements and fax and email reports will be generated and sent to the Victor Buck inbox.
What we value
Education & Preferred Qualifications
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