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

Similar jobs

Future Talent Pipeline - Registered Nurse

NjoynMalagash Centre, NS, CA
Full-time

Internal Expression of Interest: Registered Nurse Opportunities.As you continue to grow in your nursing career, we are pleased to invite expressions of interest from current LPN team members who ar... Show more

 • Promoted

Remote Online Tasks – Earn Up to $1,500/month Playing Games

Free Cash by AlmediaLantz, Other, Canada
Remote
Full-time

Receive a $5 welcome bonus when you complete your first offer!Make money in your spare time by completing online tasks:.Take paid surveys (5-15 minutes each).Test new mobile games and apps.Share yo... Show more

 • Promoted

Clinical Externship for Veterinary Students

SouthsaskatchewananimalhospitalShubenacadie, Nova Scotia, Canada
Full-time

Join Fundy Veterinarians Ltd in Nova Scotia for comprehensive clinical externship opportunities.Develop your veterinary skills by engaging in hands-on practice over several weeks.This externship is... Show more

 • Promoted

Senior Requirements Engineer – Naval Systems - C$110,000 - C$140,000 A Year

A leading global technology companyShubenacadie, Canada
Full-time

Seeking a Senior Requirements Engineer to manage complex requirement sets for naval systems, utilizing tools like DOORS or Polarion, and leading technical teams. Show more

 • Promoted

Remote Recruiting Consultant Opportunity

RecXchangeTruro, Town of Truro, CA
Remote
Full-time

Join RecXchange as a remote recruiting consultant and unlock unparalleled earning potential! Focus on finding candidates while earning $3,000-$11,000 for each successful placement.As part of a glob... Show more

 • Promoted

Housekeeper Wanted - Seeking A Housekeeper At Kabina In The Falls, Ns Avg Pay Is $27/Hr. It Is Pay

Housekeeper.comThe Falls, Nova Scotia, Canada
CA$27.00 hourly
Full-time +1

I am the property manager at Kabina in The Falls, Nova Scotia.We are looking for a reliable, detail orientated, housekeeper to help keep seven Airbnb's clean and organized.The role involves a v... Show more

 • Promoted

Writer/Journalist Internship Part-Time in Worldwide - Remote Worldwide

The Borgen Projectcolchester, subd. b, NS, Canada
Remote
Part-time +1

Are you passionate about making a difference in the world? Look no further! The Borgen Project is an international organization that works at the political level to improve living conditions for pe... Show more

 • Promoted

Manager, Client Services

IPGTruro, Town of Truro, CA
Full-time

VP Customer Experience and Product Management.The primary mission of this individual is to manage, lead, and oversee the daily operations of the client services team, ensuring excellent customer ex... Show more

 • Promoted

Vet Extern: Hands-On Clinical Training + Stipend

NVA CanadaShubenacadie
Full-time

A mixed animal practice in Nova Scotia is offering an internship for 3rd and 4th year veterinary students.Interns will work closely with veterinarians to gain hands-on experience in various aspects... Show more

 • Promoted

Halifax Senior Underwriting Role At Ecclesiastical - C$95,500 - C$135,500 A Year

Ecclesiastical Insurance CanadaShubenacadie, Canada
Permanent

Seeking a Senior Underwriting Specialist to manage complex risks for property and casualty products, handle submissions, manage accounts, and build relationships with stakeholders in Halifax. Show more

 • Promoted

Earn Money By Taking Surveys - Remote

AlmediaIndian Brook, Canada
Remote
Full-time

Get paid for testing apps, games and surveys.Almedia runs a dynamic platform where users earn money online by completing tasks, playing games, and filling out surveys.Since our launch 5 years ago, ... Show more

 • Promoted

Spanish Private Tutoring Jobs Lantz

SuperprofLantz, Canada
CA$20.00 hourly
Full-time +1

Superprof is Canada's #1 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 communi... Show more

 • Promoted

Global FP&A Analyst — Hybrid, Montreal/South Shore

Jump! recruitersMalagash Centre, NS, CA
Full-time

A leading recruitment firm is seeking an FP&A Financial Analyst to manage financial data for global operations.Responsibilities include developing dashboards in Power BI, collaborating with finance... Show more

 • Promoted

Manager, Enterprise Risk Management - C$88,000 - C$126,000 A Year

Sobeys Inc.Shubenacadie, Canada
Full-time

Ready to Transform Retail? Embark on a rewarding career with Sobeys Inc.Canadau2019s Top 100 employers where your unique contributions drive success.Sobeys is full of exciting opportunities, and we... Show more

 • Promoted

Financial Planner: Flexible, Client-Focused Wealth Advisor

ScotiabankTruro, Town of Truro, Canada
Full-time

Select how often (in days) to receive an alert:.Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Please note that Scotiabank offers various inve... Show more

 • Promoted

Transformative Volunteer Opportunities

Volunteer SuccessTatamagouche, NS, CA
Full-time

Experience personal growth as a volunteer at a tranquil meditation retreat in beautiful Nova Scotia.Both onsite and remote roles are available for diverse skill sets.We provide ongoing opportunitie... Show more

 • Promoted

2026 Future Opportunities, Technician Roles in Manitoba, Bell MTS

BellThe Falls, NS, CA
Full-time

Are you interested in technology and looking for an opportunity to develop new skills and grow your career? Bell MTS is building a talent pool for future Field Service Technician and Line Cable Tec... Show more

 • Promoted

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

Earn HausTruro, NS, 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

Fintech Field Sales Pro — Equity & Commission - $20 - $36 An Hour

Neo FinancialShubenacadie, Canada
Full-time

Sales Representative needed to promote financial products at events, offering an hourly rate plus commission. Show more

 • Promoted

Clinical Veterinary Externship at Fundy

National Veterinary AssociatesShubenacadie, Nova Scotia, Canada
Full-time

Gain hands-on veterinary experience at Fundy Veterinarians in Nova Scotia.This externship provides valuable exposure for veterinary students in a mixed practice setting.Fundy Veterinarians Ltd is a... Show more