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

Similar jobs

Investment Planning Specialist

CIBCPrince George, Regional District of Fraser-Fort George, CA
Full-time

We’re building a relationship-oriented bank for the modern world.We need talented, passionate professionals who are dedicated to doing what’s right for our clients.At CIBC, we embrace your strength... Show more

 • Promoted

Banking Advisor

RBCPrince George, Regional District of Fraser-Fort George, CA
Full-time

This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction.Specifically, you help clients with their everyday banking, ... Show more

 • Promoted

Administrative Assistant Admin Work At Home - Part-Time Online Focus Group Panel

ApexFocusGroupStoner, Canada
Remote
Full-time +2

We're now accepting participants for focus group studies! You can earn up to $750 per week working part-time from home.Simply register to see if you qualify—no experience as an administrative a... Show more

 • Promoted

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

Earn HausPrince George, BC, 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

Mobile Mortgage Specialist

The Toronto-Dominion Bank (Canada)Prince George, Regional District of Fraser-Fort George, CA
Full-time

Mobile Mortgage Specialist – Prince George, BC.Prince George, British Columbia, Canada.Serving more than 11 million customers nationally, TD provides a full range of financial products and services... Show more

 • Promoted

ACCOUNTS RECEIVABLE CLERK

Northern Health AuthorityPrince George, Regional District of Fraser-Fort George, CA
Full-time

Northern Health is looking for an experienced, highly efficient, and self‑directed Accounts Receivable Clerk to support the Finance department.The Accounts Receivable Clerk generates billings and s... Show more

 • Promoted

Accounts Receivable Specialist Northern Health

Northern Health AuthorityPrince George, Regional District of Fraser-Fort George, CA
Full-time

Join the Northern Health Finance team as an Accounts Receivable Clerk in Prince George, focusing on billing accuracy and efficient payment processing.Your attention to detail will be invaluable in ... Show more

 • Promoted

Earn Money Testing Apps - Remote

AlmediaPrince George, 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

Livestock Attendant

Critter Visits of Woolldey Wonderland Farm Inc.Buckhorn, BC, CA
Full-time +1

Terms of employment: Permanent, Full time.Schedule: Early morning, Flexible hours, Weekend.Start date: As soon as possible.Benefits: Other benefits (Free parking available).Secondary (high school) ... Show more

 • Promoted

Earn Up To $400 Per Day By Playing Games And Taking Surveys

AlmediaStoner, Canada
Full-time

Com is an innovative new platform for side hustle seekers who want to earn money online by playing games, taking surveys, and completing various assigned tasks.Since its launch 5 years ago, over 50... Show more

 • Promoted

Earn Money By Taking Surveys - Remote

AlmediaPrince George, 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

Market Research Panelist - Cashier, Warehouse Friendly

ApexFocusGroupBear Lake, Canada
Full-time +1

Position: Market Research Panelist - Cashier, Warehouse FriendlyOur company is looking for qualified candidates to take part in paid national and local focus groups, clinical trials, and market res... Show more

 • Promoted

Earn Extra Income - Remote

AlmediaStoner, 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

Full-Time Livestock Attendant Role

Critter Visits of Woolldey Wonderland Farm Inc.Buckhorn, BC, CA
Full-time

Become part of Critter Visits in Ontario as a Livestock Attendant, focusing on animal husbandry and livestock care.Engage in hands-on work with various farm animals in a flexible, full-time positio... Show more

 • Promoted

Earn Money Playing Games - Remote

AlmediaStoner, 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

Game Tester - Remote

AlmediaStoner, 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

Dynamic Mortgage Specialist Driving Client Relationships and Sales

ScotiabankPrince George, Regional District of Fraser-Fort George, CA
Full-time

Elevate your career as a Mortgage Specialist focused on home financing.Leverage your banking expertise and interpersonal skills to generate referrals and deliver tailored mortgage advice in a mobil... Show more

 • Promoted

SUN LIFE FINANCIAL ADVISOR

Sun Life FinancialPrince George, Regional District of Fraser Fort George, Canada
Permanent

You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more