Job Description
Reporting to the Associate Director, Investor Operations, a list of your responsibilities will include:
· Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash
· Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate
· Prepare ad hoc deliverables as defined in the service level agreements.
· Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard, and provide assistance and guidance to the team members in query responses
· Through experience, provide guidance to colleagues within the team in daily tasks, processes and deliverables
· Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture
· Support management in department initiatives, projects, risk mitigation
· Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty
#LI-Hybrid
Qualifications
· Diploma or Bachelor's degree in a business related field preferred or relevant experience
· 0-2 years experience in financial services, fund administration, asset management, banking or client service
· Knowledge of Investor Services processes and related functionalities an asset
· Existing client/customer service experience would be ideal
· Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.
· University degree/Professional designation such as ACCA, CPA, CMA, etc will be considered as an asset
This is for an existing vacancy
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 working with one of the fastest-growing businesses 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.
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.
At MUFG Investor Services, we use Artificial Intelligence (AI) tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.
This role is being hired to fill an existing vacancy.
Senior Associate, Nexus, Investor Delivery - Private Equity • Halifax, Nova Scotia, Canada
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