Talent.com

Client associate Jobs in Old toronto, ON

Create a job alert for this search

Client associate • old toronto on

Last updated: 7 hours ago

Associate Director, Private Equity Fund - Client Onboarding Specialist

MUFG Investor ServicesToronto, Ontario, Canada
Full-timeFull-time

Act as a client’s main point of contact throughout the onboarding process, ensuring a productive rapport is established.Project manage the onboarding of new client/fund launches and conversion... Show more

VP, Client Engagement

William Thomas DigitalToronto, Ontario, Canada
Full-timeFull-time

William Thomas Digital (WTD) is seeking a bold, experienced, and client-obsessed leader to join our growing agency as.In this role, you'll be at the forefront of shaping how some of North America's... Show more

PIA Client Service Associate

TDToronto, Ontario

TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to clients.I... Show more

Client Services Associate - January 2027

proSapientToronto, ON, CA
CA$55,000.00–CA$75,000.00 yearlyCA$55,000.00–CA$75,000.00 yearly
Full-timeFull-time
Quick Apply

In Office Mon/Tues/Thurs  .CA$55,000 base · CA$75,000 on-target earnings · Uncapped commission  .Sapient is an innovative Expert Network and primary research platform, connecting clients ... Show more

Associate Director, Execution, National Client Group (Hybrid)

National BankToronto, Ontario
PermanentPermanent

A career as an Associate Director, Execution with the National Client Group, Western Canada means joining a high-performing team dedicated to delivering relevant and timely financial solutions that... Show more

Client Services Representative

TransPerfectToronto, ON, CA
PermanentPermanent

Are you an experienced and passionate customer services professional? Do you enjoy supporting users and providing an excellent service experience? If so, look no further.We are expanding our Toront... Show more

Client Engagement Associate

CIBCToronto, ON
Part-timePart-time

Nous bâtissons une banque axée sur les relations pour un monde moderne.Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.À la Banque ... Show more

 • New!

Private Client Associate

0000050383 RBC Phillips, Hager & North Investment Counsel Inc.TORONTO, Ontario, Canada
CA$46,000.00–CA$70,000.00 yearlyCA$46,000.00–CA$70,000.00 yearly
Full-timeFull-time

As part of a dynamic team, you will be responsible for assisting the Investment Counsellor and other members of the team in providing daily portfolio maintenance and administration and superior ser... Show more

Client Support Manager

CMiCToronto

As a CMiC "Client Support Manager" within our Support department, you will be the first point of contact to serve assigned clients’ technical support needs.You shall act as the liaison between the ... Show more

Client Services Associate

Harbourfront Wealth ManagementYorkville Ave, Toronto, Ontario, USA

Harbourfront Wealth is a dynamic industry leader specializing in financial services and wealth management.We are a fast-growing wealth management firm with over $22 billion in assets under administ... Show more

PIA Client Service Associate

TDToronto
Full-timeFull-time

CAD This role is eligible for commission based earnings.TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth opportunities and skill development are ... Show more

Client Care Representative

Tracey Pether - Desjardins Insurance AgentToronto, Ontario, Canada

Join a Team Where Your Work Matters.Looking for more than just a job?.We're a busy, growing Desjardins Insurance Agency looking for a Client Care Representative who enjoys helping people, solv... Show more

Client Account Manager

iQmetrixToronto, ON, CA
Quick Apply

What We do: iQmetrix is a global provider of Interconnected Commerce software solutions for telecom retail.Interconnected Commerce is an AI-native telecom commerce platform that acts as a system of... Show more

Client Services Associate

TalentMindedToronto, ON, CA
CA$55,000.00 yearlyCA$55,000.00 yearly
Full-timeFull-time
Quick Apply

The Opportunity Our client is a global technology-enabled research organization that connects leading consulting and investment firms with the specialized industry knowledge and expertise they need... Show more

Associate Client Growth Lawyer

Success Matcher RecruitmentToronto, ON, Canada
CA$80,000.00–CA$100,000.00 yearlyCA$80,000.00–CA$100,000.00 yearly
Full-timeFull-time
Quick Apply

Our client is Canada's leading immigration law brand and an AI-native legal organization.With an operational legacy spanning nearly 50 years, our client commands a dominant digital presence drawing... Show more

Associate Director - Operational Excellence - Client Lifecycle Management (CLM)

0000050007 Royal Bank of CanadaTORONTO, Ontario, Canada
Full-timeFull-time

The Operational Excellence Associate Director drives execution of audit remediation activities and operational excellence initiatives within the Client Lifecycle Management pillar.This role serves ... Show more

Senior Associate (m/f/d) Equity Index Client Operations

Solactive AGToronto, CA
Full-timeFull-time

Since its foundation in 2007, Solactive AG has evolved into one of the world’s most important and fastest-growing index providers.From our headquarters in Frankfurt, we power global investment prod... Show more

Associate, Execution, National Client Group (Hybrid)

National BankToronto, Ontario
PermanentPermanent

A career as an Associate, Execution at the Ontario National Client Group team at National Bank means being part of a winning team.Financial professionals working together to be the best at deliveri... Show more

Client Service Representative

University Health NetworkToronto, ON, CA
Part-timePart-time

UHN is Canada’s #1 hospital and the world’s #1 publicly funded hospital.With 10 sites and more than 44,000 TeamUHN members, UHN consists of Toronto General Hospital, Toronto Western Hospital, Princ... Show more

People also ask
Associate Director, Private Equity Fund - Client Onboarding Specialist

Associate Director, Private Equity Fund - Client Onboarding Specialist

MUFG Investor ServicesToronto, Ontario, Canada
26 days ago
Job type
  • Full-time
Job description

Job Description

  • Act as a client’s main point of contact throughout the onboarding process, ensuring a 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 private equity, real estate and debt fund mandates.
  • Work as part of a team on large onboarding projects.
  • Liaising with banks, auditors, brokers, custodians and internal organizational groups 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.


Qualifications

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



Additional Information

We are committed to using Artificial Intelligence (AI) tools responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how well candidates’ applications align with the requirements of the role.

All AI recommendations are reviewed by our recruitment team before any decisions are made.

More information on our use of AI tools is available in our Privacy Notice available to you as part of your application.

MUFG is an equal opportunity employer.