Mutual Fund Client Support Analyst - Excellent Opp

ROSS

Toronto

On-site

CAD 50,000 - 70,000

Full time

14 days+
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Benefits offered by this job

Generous benefit programs
Tuition reimbursements
Corporate gym
Referral fee program

Job summary

A leading investment management company in Toronto is seeking a candidate to provide support for mutual fund business processes. This role involves working closely with IT and business stakeholders to resolve user inquiries and ensure adherence to service standards. The ideal candidate will have 1-2 years of experience in the mutual fund industry and possess strong analytical and communication skills. This position offers generous benefits and opportunities for career advancement.

Qualifications

  • 1-2 years work experience within the mutual fund industry.
  • Ability to multi-task and meet predefined service level standards.
  • Strong written and verbal communication skills.

Responsibilities

  • Support user inquiries and application functionality.
  • Coordinate with IT to identify root causes of user issues.
  • Document support processes in the knowledge base.

Skills

Strong working knowledge of mutual fund business processes
Analytical abilities for problem solving
Organizational skills
Communication skills
Functional computer experience

Education

Post Secondary Education (University Degree or College Diploma)

Tools

Microsoft Office
SQL
Unix

Job description

Our client is one of Canada’s largest investment management companies who offer a challenging, technologically advanced work environment that will expand your skill set and provide you with real opportunities for career advancement. You'll also enjoy one of the most generous benefit programs in the industry, tuition reimbursements, a generous RRSP program, a corporate gym and more.

If you have experience with the mutual fund business process and excel at providing exceptional customer support, then this is the job for you. You’ll provide support services for the Transfer Agency system and related applications to all of our client’s business units by gathering and diagnosing user issues to deliver the most appropriate system or business solution within a fast paced environment.

You Will:
  • Provide support for user inquiries, user/business unit application functionality and issues.
  • Work closely with IT Application Support to research and identify root cause of reported difficulties.
  • Co‑ordinate and facilitate with IT Relationship Managers (RM’s) and business stakeholders to develop appropriate solutions for user issues.
  • Ensure all support processes are documented and kept up to date within the Client Support knowledge base.
  • Provide Production Issue Investigation / IT Opportunity Identification. Work with business units and other areas within IT Service Delivery to identify opportunities to enhance application functionality or processes in a way that delivers significant business value.
  • Provide IT SLA (Service Level Agreements) Development and Adherence. Work with RM’s and business stakeholders to adhere to IT SLAs (system availability, issue response times, etc.). Track IT Service Delivery performance statistics versus the SLA, and work with IT RM’s to report adherence.
  • Provide Internal User Communication. Assist IT RM to communicate to users regarding significant system-related events (e.g.: planned outages, IT standards and policies, etc.).
  • Provide IT Support/Enhancement Projects. Work within a project team to assist with design, development and testing within the Software and/or Infrastructure Development Life to ensure business processes and requirements are met.
You Must Have:
  • Strong working knowledge of mutual fund business processes.
  • 1-2 years work experience within the mutual fund industry.
  • Strong analytical abilities for problem solving skills and sound judgment with a high degree of initiative.
  • Excellent organizational skills with the ability to multi‑task and to work towards predefined service level standards while delivering quality work.
  • Strong written (email) and verbal communication skills to be able to simplify complex data or situations to users at all levels.
  • Functional computer experience (Microsoft Office, Outlook, Internet Browsers, etc.).
  • Post Secondary Education (University Degree, College Diploma, etc.).
You don’t have to have, but it would be nice:
  • Shareholder transfer agency systems, related applications (ie CRM, imaging and automated workflows) and back office administration processes.
  • Knowledge of Fundserv clearing, settlement, network, ESG standards/processes and XML messaging.
  • IFIC, IFIC Operations course or CSC preferred.
  • Working knowledge of SQL and Unix.
  • Working knowledge of Windows XP operating system.
  • Working knowledge of MS Access.
  • Knowledge of SDLC and project management methodologies.

If you're not interested, but know someone who is, please help a current or former colleague in their career development by referring them. In addition, we're happy to give you a $350 referral fee. Click http://www.getROSS.com/referral_fee.php for more details.

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