Talent.com
Mufg Investor Services
Remote Client Onboarding Fund Specialist (A minimum of 5 years experience in the funds / fundMufg Investor Services • Drummondville, Quebec
No longer accepting applications
Remote Client Onboarding Fund Specialist (A minimum of 5 years experience in the funds / fund

Remote Client Onboarding Fund Specialist (A minimum of 5 years experience in the funds / fund

Mufg Investor Services • Drummondville, Quebec
30+ days ago
Job type
  • Full-time
  • Remote
Job description

Company Description

Experience something Brilliantly Different with a career with MUFG Investor Services.

Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking, and fund financing.

We’re in 17 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.

Still interested?

#Linkedin

Job Description

  • Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.
  • Project manage the onboarding of new client/fund launches and conversions.
  • Coordinate hand off from Sales Team to Client Integration Team.
  • Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
  • Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates.
  • Work as part of a team on large onboarding projects.
  • Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV to ensure smooth set-up of communication channels, accounts, systems, due diligence.
  • Provide expertise, direction and leadership to members of the operations team.
  • Perform and review internal accounting and shareholder service system set-ups.
  • Respond to clients ensuring superior customer service is provided.
  • Work well with internal stakeholders to ensure smooth on-boarding of new funds.
  • Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
  • Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
  • Ensure internal checklists are completed and signed off.
  • Ad hoc tasks, as required.

Qualifications

  • A minimum of 5 years’ experience in the funds industry
  • Third Level qualification / College Under Graduate Degree desirable
  • Client focused with proven ability to manage client relationships
  • Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)

Additional Information

What’s in it for you to join MUFG Investor Services?

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING.

So, why settle for the ordinary? Apply now for a Brilliantly Different career.

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

Create a job alert for this search

Remote Client Onboarding Fund Specialist (A minimum of 5 years experience in the funds / fund accounting/NA • Drummondville, Quebec

Similar jobs

Survey Taker: Earn up to $25 per survey (Remote)

Earn HausBecancour, QC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Conseiller ou conseillère, Placement et financement-FR

DesjardinsChamplain, QC, CA
Full-time

Plusieurs opportunités sont actuellement disponibles dans la région de la Mauricie.En tant que conseiller(-ère) financier(-ère), vous jouerez un rôle essentiel en écoutant attentivement nos membres... Show more

 • Promoted

Advisor for Investment Solutions

DesjardinsChamplain, QC, CA
Full-time

Become an integral advisor in investment and financing, enhancing client financial health.Deliver customized solutions while ensuring a high standard of customer satisfaction and service.In this ro... Show more

 • Promoted

Advisor, Investment and Financing

DesjardinsChamplain, QC, CA
Full-time

Several opportunities are currently available in the Mauricie region.As an advisor, investment and financing, you will be attentive to what our members and clients are saying to better understand a... Show more

 • Promoted

Accountant Opportunity in Drummondville

St-Amour & Associates, Senc.Wickham, QC, CA
Full-time

Explore a rewarding Staff Accountant opportunity with a leading firm in Drummondville, Quebec, where your growth and quality of life are prioritized.Enjoy flexible possibilities and a collaborative... Show more

 • Promoted

Remote Financing Solutions Leader

National Bank of CanadaDrummondville, Centre-du-Québec, CA
Remote
Full-time

A leading Canadian bank seeks a Manager Financing Solutions in Drummondville.The role requires 6 years of relevant experience and strong negotiation and commercial credit skills.You will collaborat... Show more

 • Promoted

Online Survey Participant: Work Remote and Earn Up To $25 Per Survey

Earn HausBecancour, QC, CA
Remote
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Conduire avec Lyft: Découvrez ce que vous gagnerez à l’avance. Encaissez à votre façon

Lyftbatiscan, qc, Canada
Full-time +2

Les nouveaux chauffeurs à Trois-Rivières gagnent une prime de 500 $ avec 25 courses en 30 jours.Lyft est une plateforme qui met en relation les chauffeurs avec les personnes qui ont besoin de se dé... Show more

 • Promoted

English Private Tutoring Jobs Becancour

SuperprofBécancour, Quebec (QC), CA
Full-time

Superprof is Canada's tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest community ... Show more

 • Promoted

Staff Accountant

St-Amour & Associates, Senc.Wickham, QC, CA
Full-time

Are you looking to grow within an accounting firm where people truly come first and where the balance between professional performance and quality of life is genuinely valued? Our client, a well‑es... Show more

 • Promoted

Private Tutoring Jobs Becancour

SuperprofBécancour, Quebec (QC), CA
Full-time

Superprof is Canada's tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest community ... Show more

 • Promoted

Earn Cash From Taking Surveys Online

Earn HausBecancour, QC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

Conseiller Financier Personnel

DesjardinsChamplain, QC, CA
Full-time

Agissez en tant que conseiller financier personnel pour améliorer la santé financière de nos membres.Offrez des conseils sur le financement et le placement avec un service client exemplaire.Dans ce... Show more

 • Promoted

Residential Mortgage Specialist-Quebec province (Hybrid)

National BankDrummondville
Full-time +2

Advisory services, Mortgage products.Alma, Beauharnois, Brossard, Chateauguay, Chibougamau, Dolbeau-Mistassini, Dorval, Drummondville, Ile-Bizard, Ile-Perrot, Lachine, Laval, Levis, Montreal, Point... Show more

Chartered Professional Accountant (CPA)

St-Amour & Associates, Senc.Wickham, QC, CA
Full-time

Are you looking to grow your career in a firm where professional rigor goes hand in hand with a true work-life balance? Our client, a well‑established accounting firm, serves a loyal client base of... Show more

 • Promoted

Nicolet Hybrid CPA for SMEs

St-Amour & Associates, Senc.Wickham, QC, CA
Full-time

Join a leading accounting firm as a Chartered Professional Accountant in Nicolet, QC, with a hybrid work model that emphasizes professional growth and work-life balance.Serve a loyal client base in... Show more

 • Promoted

Complete Online Surveys For Cash (Up to $25/per)

Earn HausBecancour, QC, CA
Full-time +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se... Show more

 • Promoted

SENIOR ACCOUNT MANAGER, FINANCING

BDCDrummondville, Centre-du-Québec, CA
Full-time

We Are Banking At Another Level.We Are Banking At Another Level.Choosing BDC as your employer means working in a healthy, inclusive, and skilled workplace that puts forward the best conditions to b... Show more

 • Promoted

Spanish Private Tutoring Jobs Becancour

SuperprofBécancour, Quebec (QC), CA
Full-time

Superprof is Canada's tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest community ... Show more

 • Promoted

Biology Private Tutoring Jobs Becancour

SuperprofBécancour, Quebec (QC), CA
Full-time

Superprof is Canada's tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest community ... Show more