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

Similar jobs

Remote Financial Services Advisor — Build Client Policies

srecruitingMontreal (administrative region), QC, CA
Remote
Full-time

A financial services company is seeking motivated individuals to join its team for a work-from-home position.Responsibilities include distributing benefit enrollment materials, handling customer in... Show more

 • Promoted

Remote Mortgage Broker—Uncapped Earnings & Elite Tech

Perch | Mortgages, simplifiedmontreal (administrative region), qc, Canada
Remote
Full-time

A leading mortgage brokerage is seeking experienced mortgage brokers to join their fully remote team.The ideal candidate has a proven sales record, with at least $10M in originated mortgages over t... Show more

 • Promoted

Contract Investment Banking Expert Role

Mercormontreal (administrative region), qc, Canada
Full-time

Transform financial modeling at Mercor as a Contract Investment Banking Expert working remotely.Your extensive knowledge will refine AI-generated outputs and improve data quality across research te... Show more

 • Promoted

NAV Specialist & Fund Accounting Associate

CACEISMontreal, Montreal (administrative region), CA
Full-time

An asset servicing banking group in Montreal is looking for a Fund Accountant to join their Mutual Fund Accounting Team.The role involves overseeing NAV calculations, supporting the team with valid... Show more

 • Promoted

Client Support Associate - Canada - Remote

HumiMontreal (administrative region), QC, CA
Remote
Full-time

Is it in your nature to always try and make others smile and feel at ease? Do your strong communication skills allow you to navigate the most challenging of situations? If these words resonate with... Show more

 • Promoted

Client-Focused Investment Advisor Opportunity

Infotree Global SolutionsMontreal (administrative region), QC, CA
Full-time

Join Independent Network as a Client-Focused Investment Advisor in Montreal, QC, emphasizing bilingual communication and portfolio support.Drive service excellence within a hybrid work environment.... Show more

 • Promoted

Remote Client Support Associate | Flexible Schedule + Growth

American Income LifeMontreal (administrative region), QC, CA
Remote
Full-time

A financial services company is seeking motivated individuals for a remote sales role.This position emphasizes building meaningful relationships with clients, providing education on benefit options... Show more

 • Promoted

Client-Focused Associate in Exclusive Remote Advisory Service

National Bank of CanadaMontreal (administrative region), QC, CA
Remote
Full-time

Support clients in achieving their life goals as a proactive Associate.Deliver exceptional service and assist with banking operations while working in a hybrid environment.As an Associate, you will... Show more

 • Promoted

Remote Payments Sales Specialist for Partners

Jonas SoftwareMontreal (administrative region), QC, CA
Remote
Full-time

A leading software provider is seeking a Payment Sales Specialist to optimize partner relationships and uncover savings opportunities in payment processing.You will analyze merchant statements, cra... Show more

 • Promoted

Fisher Investments Private Client Adviser Role

Fisher InvestmentsMontreal (administrative region), QC, CA
Full-time

Join Fisher Investments Canada as a Private Client Adviser, a remote sales-focused role dedicated to high-net-worth clients.Utilize your skills to make a significant difference in their financial j... Show more

 • Promoted

Payments Contract Manager - Onboarding & Compliance(Remote)

VeemMontreal (administrative region), QC, CA
Remote
Full-time

A leading fintech company is looking for an experienced Contract Manager to support their Payments Compliance program while onboarding partners.This remote role requires expertise in payments compl... Show more

 • Promoted

Associate Role in Private Wealth Management

TAL Life LTDMontreal (administrative region), QC, CA
Full-time

Step into a rewarding Associate role in Private Wealth Management at Fiera Capital.Provide personalized services and support investment activities for our esteemed clients in a hybrid work environm... Show more

 • Promoted

Remote Banking Client Services Associate

National Bank of CanadaMontreal (administrative region), QC, CA
Remote
Full-time

A leading financial institution in Montreal is seeking an Associate for their Exclusive Remote Advisory Service team.In this role, you will support clients by providing top-quality customer service... Show more

 • Promoted

Client Servicing Associate

MercerMontreal, Montreal (administrative region), CA
Full-time

We are seeking a talented individual to join our Wealth team at Mercer.This role will be based in Toronto or Montreal and is a hybrid role requiring at least three days a week in the office.Maintai... Show more

 • Promoted

Remote Salesforce Associate Consultant – Nonprofit

Passion Fruit PartnersMontreal (administrative region), QC, CA
Remote
Full-time

A nonprofit consulting firm is seeking an Associate Consultant to deliver Salesforce implementation projects for nonprofit clients.The role requires strong technical and project management skills, ... Show more

 • Promoted

Associate, Canada Growth Fund Investment Management

PSP Investments | Investissements PSPMontreal (administrative region), QC, CA
Full-time

We’re one of Canada’s largest pension investors, with CAD$299.We invest funds for the pension plans of the federal public service, the Canadian Forces, the Royal Canadian Mounted Police and the Res... Show more

 • Promoted

Client Onboarding Specialist, Commercial Onboarding Team - Canadian Commercial Banking - Montreal

ScotiabankMontreal (administrative region), QC, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Contributes to the overall success of Compliance in Canadian Commercial Banking (CCB) ensuring ... Show more

 • Promoted

Remote Client Support Associate with Flexible Scheduling Opportunities

American Income LifeMontreal (administrative region), QC, CA
Remote
Full-time

Discover a meaningful career as a Remote Client Support Associate.Engage with pre-qualified members and educate them on family benefit options while enjoying flexibility and remote work.This entry-... Show more

 • Promoted

Remote-First BDR for Fintech Growth

ExpensePointMontreal (administrative region), QC, CA
Remote
Full-time

A Canadian fintech company based in Winnipeg, seeking an Account Executive to lead outbound prospecting efforts and engage potential customers.This role requires 1-3 years of relevant sales experie... Show more

 • Promoted

Mortgage Advisor for Fully Remote Role

Perch | Mortgages, simplifiedMontreal (administrative region), QC, CA
Remote
Full-time

Become a Mortgage Advisor in a fully remote environment, empowered by advanced technology to drive your mortgage business.Enhance your capabilities with comprehensive support focused on client rela... Show more