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Associate BPO
MUFG Investor ServicesHalifax, Nova Scotia, Canada- Promoted
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MUFG Investor ServicesHalifax, Nova Scotia, CanadaThe MUFG Business Process Outsourcing Team (BPO) performs outsourced middle office / trade support operations for investment managers. Our clients partner with us by outsourcing internal operations to the MUFG BPO team leveraging our expertise and freeing up their inhouse resources allowing them to stay focused on their primary investment objectives.
Role of the Associate is to complete daily tasks that are derived based off the service offering negotiated with the client. Often the daily tasks will comprise of use of multiple systems along with completion of different deliverables.
The candidate will be expected work in fast paced team environment showing a drive to learning specific tasks while maintaining the core values that MUFG uses as a backbone to provide top tier client service. Tasks include reconciliations (Cash / trade / positions / Other) trade confirmation (using matching platforms or via manual paper confirms) wire value implementation and performance reporting. The Associate level role is the foundation of any client service provided by MUFG and due to this the candidate must show a willingness to work the necessary hours to meet deliverables while showcasing their abilities to troubleshoot any issues with deliverables and communicating to client or custodian pursuing a resolution.
Along with a drive to increase their knowledge through means or training the ideal candidate will also bring some investigative / problem solving abilities gained from Education or prior experience.
Ensure daily cash and position reconciliations are delivered to the client while adhering to the agreed upon service level agreement
Resolve trade related disputes and breaks with Prime Brokers Custodians Executing brokers and Investment Managers
Ensure continuous monitoring of blotter for Trade confirmation / settlements and ensure timely confirmation and settlement
Prepare / Review daily cash forecasting and other client reporting requirements
Support trading operations between the front and back office from postexecution through to settlement
Liaising with banks brokers and custodians to ensure smooth service delivery to customers and completion of deliverables
Respond to all client queries through communication directly with client operational staff on a daily basis
Input wires at custodian with high accuracy
Maintain and update process documentation
Qualifications :
University or College business degree with a concentration in Finance or other applicable business areas
Relevant designation in accounting finance or management is an asset
Additional Information :
Whats in it for you to join MUFG Investor Services
Take a look at our careers site and youll find everything youd expect working with one of the fastestgrowing businesses at one of the worlds largest financial groups. Now take another look. Because its how we defy expectations that really defines us. Youll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation laser client focus.
So why settle for the ordinary Apply now for your next Brilliantly Different opportunity.
We thank all candidates for applying; however only those proceeding to the interview stage will be contacted.
MUFG is an equal opportunity employer.
Remote Work : Employment Type :
Fulltime
Key Skills
B2B Sales,Customer Service,Communication skills,Outbound Sales,Account Management,Upselling,Customer Support,Data Mining,3G,Human Resources,Internet Of Things,4G / LTE
Vacancy : 1