Dealer Services Analyst

International Financial Data Services; Toronto; On-site; CAD 61,000 - 77,000; Full time

Job summary

International Financial Data Services (IFDS) in Toronto, Canada, invites applications for a Dealer Services Analyst. This permanent role supports day-to-day dealer requests, coordinates workload, and provides escalation support within the Full Service Domestic Operations team to meet SLAs.

You will work closely with dealers, document processes, perform quality checks, and contribute to process improvements.

Qualifications

• 3–5 years in financial services with dealer back office or mutual fund processing experience.
• Strong analytical skills and high attention to detail.
• Proficient in MS Office suite (Excel, Word, PowerPoint, Visio).
• Knowledge of Fundserv and iFAST systems is essential.
• Regulatory knowledge and asset processing experience preferred.

Responsibilities

• Coordinate and assign daily dealer requests to meet SLAs.
• Provide first line communication with all dealers on day-to-day items.
• Ensure daily work is captured, assigned, and completed with quality checks.
• Document dealer services processes and maintain the knowledge base.
• Escalate issues and perform research/analysis for dealer problems.

Skills

Mutual fund knowledge

Back office processes

Regulatory knowledge

Analytical skills

MS Excel

MS Visio

MS Word

MS PowerPoint

Fundserv

Education

IFIC Operations and Procedures course

CSC certification (asset)

Tools

iFAST Desktop

iFAST Base

iFAST surround products

Fundserv

Job description

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

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 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.

Imagine yourself at IFDS

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.

Role Overview

The DealerServices Support team is part of the Full Service Domestic OperationsDepartment. 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. TheDealer Services Analyst must also play a supporting role as a subject matterexpert resource for the remainder of the Dealer Services team and is expectedto provide guidance, oversight, coaching and assistance to the other teammembers when required, and is a senior point of escalation within the dealerservices team.

Role Responsibilities

The Dealer ServicesAnalyst 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 isassigned/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.

Client/Dealer

• 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.

Minimum Qualifications

• 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 mutual fund processing and the administrative back-office
• Minimum 3 - 5 years’ experience in the financial service industry and preferably in dealer back office or mutual fund processing, including trade corrections and/or intimate Registered Products processing knowledge and advanced regulatory working knowledge
• Able to operate independently in stressful situations in resolving dealer and client issues
• Highly analytical with a high degree of attention to detail; ensuring high accuracy on all activities
• Expert research / information gathering / analytical and problem-solving skills - takes a logical approach to analyzing problems. Systematically researches information and explores alternatives to solve problems.
• High level of competency with MS suite, including but not limited to; Excel, Visio, Word, Powerpoint.
• Strong Knowledge of Fundserv
• Knowledge of iFAST Desktop system, iFAST Base & surround products
• IFIC Operations and Procedures course; CSC certification (asset)

AODA Statement

IFDS Canada encourages applications from all qualified individuals. Applicants with disabilities may notify us of any accommodation needed to support your participation in the recruitment process. We wish to thank all applicants for their interest and effort in applying. Please be aware that only candidates selected for interviews will be contacted for this position.

Salary Range

Pay Range (CAD $): 61,000 - 77,000

The above reflects an industry-benchmarked target compensation range. The salary offered may vary based upon the candidate’s skills and experience, job-related knowledge, and other specific business needs.

IFDS Provides:

• Total Rewards: IFDS offers a comprehensive, competitive compensation & benefits package
• Work-Life Balance: IFDS offers a hybrid work environment with our office located in the downtown core within walking distance to Union Station and the PATH
• Professional Development: IFDS offers continuous learning opportunities, leadership development & training programs
• Inclusive Culture: Our inclusive work environment supports equity and values diversity
• Wellness Programs: Access to a variety of wellness initiatives, mental health support, and employee assistance programs
• Community Engagement: Participate in volunteer opportunities and give back to our community through our various social care programs