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

Similar jobs

Earn Extra Income - Remote

AlmediaHenryville, 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

Algebra Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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

CAC066:Release Analyst

FedEx Express MéxicoLacolle, QC, CA
Full-time

FedEx Trade Networks Canada is seeking a Customs Release Associate located at 308 C Chemin Ridge, J0J 1V0 St.The role requires 40 weekly hours as a full-time employee.Gather information, assess doc... Show more

 • Promoted

Earn Money Testing Apps - Remote

AlmediaSaint-Mathias-Sur-Richelieu, 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

Arithmetic Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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

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

ApexFocusGroupNoyan, Quebec, 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 assis... Show more

 • Promoted

Remote Tax Associate - Growth & Client Impact - $50,000 - $60,000 A Year - Remote

Financial Services FirmVarennes, Canada
Remote
Full-time

Seeking a detail-oriented Tax Associate to prepare tax returns, conduct research, and ensure compliance.Requires 3 years of tax experience and a bachelor's degree. Show more

 • Promoted

Shop, Deliver, Earn Cash - Instacart

Instacart ShoppersLacolle, QC, CA
Part-time +1

Start earning money fast and be your own boss.Instacart is a leading retail enablement platform that works with grocers and retailers to transform how people shop.Instacart’s platform helps people ... Show more

 • Promoted

Reading Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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

Earn Money By Taking Surveys - Remote

AlmediaLongueuil, 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

Organization Development Consultant - $45 - $65 An Hour - Remote

TAG HRBoucherville, Canada
Remote
Full-time

Coordinates a pilot program between a government department and academic institutions, managing planning, stakeholder engagement, and deliverables. Show more

 • Promoted

Be your Own Boss - Shop and Deliver

Instacart ShoppersLacolle, QC, CA
Part-time +1

Start earning money fast and be your own boss.Instacart is a leading retail enablement platform that works with grocers and retailers to transform how people shop.Instacart’s platform helps people ... Show more

 • Promoted

English Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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

Physics Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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

Full-Time Customs Release Associate Role

FedEx Express MéxicoLacolle, QC, CA
Full-time

Join FedEx Trade Networks Canada as a full-time Customs Release Associate in St.This role is pivotal in managing customs documentation and ensuring excellent service delivery.As a Customs Release A... Show more

 • Promoted

Wealth Associate

National Bank of CanadaBrossard, Montérégie, CA
Full-time

A career as an Associate in the Wealth Management team at National Bank, will give you the opportunity to show your ability to work in synergy with clients and colleagues.In this role, you will hel... Show more

 • Promoted

Geometry Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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

Biology Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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

Math Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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

Chemistry Private Tutoring Jobs Clarenceville

SuperprofClarenceville, Quebec, CA
Full-time

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