Talent.com
Mufg Investor Services
Remote Client Onboarding Fund Specialist (A minimum of 5 years experience in the funds / fundMufg Investor Services • Richmond, British Columbia
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 • Richmond, British Columbia
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 • Richmond, British Columbia

Similar jobs

Client-Focused Wealth Management Advisor

HUB InternationalVancouver, Metro Vancouver Regional District, CA
Full-time

Advance your career as a Client-Focused Wealth Management Advisor with HUB International in Vancouver, specializing in comprehensive insurance and financial planning services.This hybrid role allow... Show more

 • Promoted

Remote Home Financing Advisor | Unlimited Earning Potential

ScotiabankVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading financial institution is seeking a Home Financing Advisor in Whitehorse, Yukon.This role is ideal for those passionate about banking and client relationships, offering a commission-based ... Show more

 • Promoted

Remote Mortgage Broker—Uncapped Earnings & Elite Tech

Perch | Mortgages, simplifiedVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading mortgage brokerage is seeking experienced mortgage brokers to join their fully remote team.The ideal candidate has a proven sales record, with at least $10M in originated mortgages over t... Show more

 • Promoted

Remote Banking Integration Specialist

VeriParkVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A global technology provider is seeking an Integration Specialist to enhance digital banking solutions by integrating core banking systems with modern channels.You will analyze banking systems and ... Show more

 • Promoted

Senior Mortgage Underwriter (Remote) - Alt A Solutions

National Bank of CanadaVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A Canadian financial institution is seeking a Senior Mortgage Underwriter to provide credit decisions on residential mortgage applications using a client-focused approach.You will work within the O... Show more

 • Promoted

Mortgage Advisor for Fully Remote Role

Perch | Mortgages, simplifiedVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

Become a Mortgage Advisor in a fully remote environment, empowered by advanced technology to drive your mortgage business.Enhance your capabilities with comprehensive support focused on client rela... Show more

 • Promoted

Wealth Associate - Client Support Specialist

Fidelity CanadaVancouver, Metro Vancouver Regional District, CA
Full-time

Become a Wealth Associate at Fidelity Canada and engage in a hybrid role dedicated to advisor and client service.Use your skills to streamline onboarding processes and enhance client interactions.A... Show more

 • Promoted

Wealth Associate — Hybrid, Client Service & Portfolios

National Bank of CanadaVancouver, Metro Vancouver Regional District, CA
Full-time

A leading financial institution is seeking a Wealth Associate to support investment advisors by providing exceptional customer service and handling financial transactions.The role offers a hybrid w... Show more

 • Promoted

Associate Financial Advisor – Growth Path & Client Impact

Raymond James FinancialVancouver, Metro Vancouver Regional District, CA
Full-time

A financial services firm in Vancouver is seeking an Associate/Financial Advisor to enhance client relationships and investment strategies.The ideal candidate has over five years in the financial i... Show more

 • Promoted

Remote Salesforce Associate Consultant – Nonprofit

Passion Fruit PartnersVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A nonprofit consulting firm is seeking an Associate Consultant to deliver Salesforce implementation projects for nonprofit clients.The role requires strong technical and project management skills, ... Show more

 • Promoted

Wealth‑Focused Private Client Services Associate

Connor, Clark & Lunn Private Capital Ltd. (CC&L)Vancouver, Metro Vancouver Regional District, CA
Full-time

A leading investment management firm in Vancouver is seeking a Private Client Service Associate.In this role, you will support investment professionals and deliver exemplary service to high-net-wor... Show more

 • Promoted

Remote Payments Sales Specialist for Partners

Jonas SoftwareVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A leading software provider is seeking a Payment Sales Specialist to optimize partner relationships and uncover savings opportunities in payment processing.You will analyze merchant statements, cra... Show more

 • Promoted

Corporate Finance Specialist | $100/hr Remote

Crossing HurdlesVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

Corporate Finance Specialist | $100/hr Remote.Corporate Finance Specialist | $100/hr Remote.Get AI-powered advice on this job and more exclusive features.This range is provided by Crossing Hurdles.... Show more

 • Promoted

Client-Focused Senior Investment Associate

Canaccord Genuity Group Inc.Vancouver, Metro Vancouver Regional District, CA
Full-time

Deliver exceptional client service as a Senior Investment Associate.Manage operations, mentor staff, and ensure effective product coordination in a dynamic environment.This hands-on role emphasizes... Show more

 • Promoted

Client Support Associate - Canada - Remote

HumiVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

Is it in your nature to always try and make others smile and feel at ease? Do your strong communication skills allow you to navigate the most challenging of situations? If these words resonate with... Show more

 • Promoted

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsVancouver, Metro Vancouver Regional District, CA
Full-time

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more

 • Promoted

Wealth Strategy Associate - Client Growth & Planning

RBC Dominion SecuritiesVancouver, Metro Vancouver Regional District, CA
Full-time

A leading financial services company in Vancouver is seeking a talented individual to support client service and investment planning.The ideal candidate will have substantial experience in the inve... Show more

 • Promoted

Mortgage Fulfillment Specialist - Equity Options

Neo FinancialVancouver, Metro Vancouver Regional District, CA
Full-time

A leading fintech company in Vancouver is seeking a Mortgage Fulfillment Coordinator to streamline the mortgage approval process.This role requires a minimum of 1-2 years of experience in the Canad... Show more

 • Promoted

Remote Private Client Advisor — Uncapped Earnings

Capital Markets Advisors LLCVancouver, Metro Vancouver Regional District, CA
Remote
Full-time

A boutique executive search firm is looking for a Private Client Advisor to focus on new client acquisition in Canada.This remote role offers warm leads and emphasizes sales without portfolio manag... Show more

 • Promoted

Client Services Associate | Cash Management Group

Canaccord Genuity Group Inc.Vancouver, BC, CA
Full-time +1

Business Development Associate | Cash Management Group.Business Development Associate | Cash Management Group.Get AI-powered advice on this job and more exclusive features.This range is provided by... Show more