Profile for BFS Group B1
Wipro Limited
8d ago
source : Hireejobs

Overall Accountabilities The Technical Specialist s primary focus is to strive towards effective delivery commitments to our clients The incumbent s main objectives will be to develop a positive client experience by understanding and responding to our clients enquiries professionally and accurately As the primary point of contact for our clients the Technical Specialist must provide exemplary customer service as well and recognize opportunities to proactively position IFDS services to meet and exceed our clients needs The Technical Specialist also plays a key role as a subject matter expert resource for the account coordinator roles within Business Operations and is expected to provide guidance and assistance to the account coordinator team members as required General Role Responsibilities 1 Actively and effectively manages the daytoday customer service delivery model for assigned clients by Execute all trade instructions from standard to expert high dollar transactions including expert level adjustments Perform problem resolution analysis and call outs Able to execute all steps of the processing lifecycle comprising of all work types from medium to high complexity high high dollar transactions simple and complex work types Be the subject matter expert when it comes to IFDS services products policies and procedures pertaining to the entire team Manage support line for offshore processing support as well as internal client inbound outbound calls and emails provide resolution pertaining to account and fund information issue resolution trade details and review signoff of reports Liaise with internal teams to facilitate client service requirements Participates in special projects as assigned 2 Identifying issues that may require additional resources subject matter expertise and escalating accordingly Take ownership of specific requests issues to ensure end to end support is followed Ensure timely resolution of escalations sensitive issues or requests are processed meeting SLA s and in good order Making recommendations to enhance and support needs of the business Competencies Behavioral and Functional Critical Requirements Minimum 3 years experience in the financial service industry and mutual fund processing including trade corrections and or intimate RESP Processing Knowledge as well as regulatory working knowledge Previous experience in a service oriented environment strong client focus Excellent interpersonal skills Solid written and verbal communication skills Ability to communicate complex business and technical concepts plainly and simply Very strong ability to organize and prioritize work Ability to work on multiple and changing priorities within specified timeframes Able to coordinate and operate in occasionally stressful situations in resolving the client s issues Team Player able to work in a team environment with shared goals and accountabilities Highly analytical with a high degree of attention to detail to ensure 100 accuracy on all transactions Strong research information gathering analytical and problemsolving skills takes a logical approach to analyzing problems Systematically researches information and explores alternatives to solve problems Understands the business impact of escalated incidents and service requests Positive impact performs in a manner that makes a strong positive impression on others e g high energy level a problemsolving approach and the ability to act with a sense of urgency when the situation demands it Willingness to work in an environment with flexible schedules that is driven by client commitments and high volumes IMPORTANT Postsecondary education in a related discipline Relationship builder constructs maintains nourishes relationships with all stakeholders Knowledge of iFAST Desktop system iFAST Base Surround Products Beneficial Solid knowledge of Financial Mutual Fund Record Keeping Systems and Transfer Agency operations business process Bilingual English French both oral and written is a definite asset Knowledge of the mutual fund processing and the administrative backoffice Proactive in acquiring information to develop new skills to improve job performance Grasps new material quickly and easily and applies new information concepts and procedures in a constructive manner Demonstrated process improvement capability Background in tax compliance regulations BENEFICIAL Processing and or quality control experience on iFAST IFIC Operations and Procedures course an asset Microsoft applications

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