Client Account Manager

International Financial Data Services; Toronto; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading company in financial services is seeking a Client Account Manager to liaise between clients, business operations, and IT. The role involves managing client relationships, supporting product configurations, and ensuring superior customer service. Ideal candidates will have strong communication skills, a background in financial services, and the ability to handle complex projects. This position offers opportunities for career development within a collaborative environment.

Qualifications

• Minimum 3 years’ experience in a client-facing role within financial services.
• Bilingual in English/French (asset).

Responsibilities

• Plan and execute client requirements in collaboration with stakeholders.
• Develop and maintain strong relationships with business partners.
• Educate clients on IFDS products and conduct demos.

Skills

Communication

Negotiation

Problem Solving

Change Management

Analytical Skills

Education

Post-secondary education in a related discipline

Tools

IFDS applications

MS Office Suite

Job description

Client Account Manager

Employment Type: Permanent

Address:
30 Adelaide St, East
Toronto, Ontario, M5C 3G9
Canada

Who we are

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 worldwide, providing solutions to a wide range of global asset managers, wealth managers, banks, and insurance companies. With employees and partners across Canada, Europe, and Asia-Pacific, IFDS supports more than 17 million accounts with an AUA of approximately CAD $4 trillion. IFDS Canada, Ireland, and Luxembourg are 50/50 joint ventures between Boston-based State Street Corporation and Connecticut-based SS&C Technologies, both leaders in financial services and software.

Imagine yourself at IFDS

Join a community driven by passion for creating market-leading financial solutions, fostering a culture of collaboration, accountability, diversity & inclusion, and continuous learning. We offer opportunities to develop your career through ongoing training, global project experiences, and more.

Role Overview

The Client Account Manager is the subject matter expert liaising between clients, business operations, and IT to resolve client-specific issues. Responsibilities include new product configuration support, client onboarding, training, and facilitating JAD discussions. The role requires effective communication with C-Suite executives both internally and on the client side.

Role Responsibilities

1. Plan and execute client requirements in collaboration with all stakeholders to ensure superior customer service aligned with strategic goals.
2. Develop and maintain strong relationships with business partners, seeking opportunities to improve client satisfaction.
3. Understand and document business requirements from clients, liaising with regulatory and industry standards bodies.
4. Participate in operational enhancement discussions to improve the client experience.
5. Oversee implementation of new processes, policies, and initiatives to support business needs.
6. Prioritize early in planning, in consultation with team members and clients.
7. Act as a first-time resolution team member through ticket analysis.
8. Work closely with Business Operations and IT to meet client expectations.
9. Review project scope with Asset Management Solutions and Business Change Management, assessing risks.
10. Support HLE and SOW requests, providing guidance and recommendations on project prioritization.
11. Provide performance feedback, coaching, and career development support.
12. Assist in developing test strategies, plans, and cases when required.
13. Educate clients on IFDS products, conduct demos, and provide training.
14. Coordinate with IT on technical documentation initiatives.
15. Ensure delivery of client requests aligns with expectations.
16. Serve as backup for Relationship Manager.

Minimum Qualifications

1. Solid knowledge of mutual fund record-keeping systems and transfer agency operations.
2. Strong understanding of the mutual fund and segregated fund industry.
3. Post-secondary education in a related discipline.
4. Minimum 3 years’ experience in a client-facing role within financial services.
5. Proficiency in communicating complex solutions to stakeholders and clients.
6. Technical knowledge of IFDS applications (e.g., iFast, IFWP).
7. Experience working with IFDS tools and clients, understanding the full scope.
8. Strong Change Management skills (ADKAR).
9. Ability to lead or handle complex projects and major changes.
10. Excellent interpersonal and negotiation skills, with influence capabilities.
11. Ability to discuss solutions at a high level with potential clients.
12. Highly analytical, detail-oriented, with strong problem-solving skills.
13. Proficiency with MS Office Suite (Excel, Visio, Word, PowerPoint).
14. IFC Operations and Procedures course (asset).
15. Bilingual in English/French (asset).

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may request accommodations to support participation in the recruitment process. We thank all applicants; only those selected for interviews will be contacted.