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A leading financial services provider in Halifax seeks a candidate for a full-time role in investor operations. Responsibilities include managing sensitive client queries, supporting department initiatives, and fostering a professional environment. Ideal candidates should have strong leadership skills and experience in client service. The role supports a hybrid working model and offers a competitive compensation package including medical insurance, pension scheme, and gym membership assistance.
Reporting to the Executive Director Nexus Investor Delivery you will :
Support senior leadership with achieving department initiatives projects budget adherence
Support team in department deliverables while ensuring adherence to company and department policies and procedures relating to investor registration dealing reporting and cash.
Ensure the IO team supports the client integration process and the experience is professional and positive for all parties involved.
Manage as appropriate any sensitive or escalated queries / concerns from Clients Investors Fund Managers or internal MUFG Departments adhering to a high-quality standard.
Manage and support the individual performance of direct reports through regular one to one meetings regular performance discussions career coaching and development as requested annual performance reviews as per company standards. Assist direct reports with the performance management and development of their teams. Foster a professional environment of encouraging personal and professional development.
Be part of internal Client Relationship (CRM) framework and participate in regular service review calls with assigned Client(s) CSMs and other internal departments.
Champion initiatives within your team encouraging participation constructive feedback and idea generation from the team members.
Support and Promote MUFGs core values of Trust Challenge & Empowerment Passion for Clients and Openness and Honesty
LI-Hybrid
Qualifications :
Demonstrate an ability to work independently and collaboratively to solve complex issues and provide guidance assistance and training when required.
Client / customer service management experience
Experience and knowledge of investor operations
People leadership skills
Strong PC-based experience.
Strong organizational skills with ability to effectively manage multiple priorities and meet deadlines
Professional written and verbal communication skills when dealing with Clients Investors colleagues
Demonstrate business logic and risk adverse approach to resource management and operations
Demonstrate team management experience in Investor Services fund administration or related industry
Additional Information :
At MUFG Investor Services we are exceptionally proud of our approach to Hybrid Working. It enables the flexibility to thrive from wherever our employees work and stay connected to their team and our culture. When we make Hybrid Working plans we get to know the individual and pride ourselves in underpinning all our decisions with fairness and consistency.
MUFG Investor Services provides all of its employees with an extremely attractive compensation package. In addition to base salary there is a group medical insurance scheme group pension scheme reimbursement of professional subscriptions paid holidays and assistance towards gym memberships.
We thank all candidates for applying; however only those proceeding to the interview stage will be contacted. If you are contacted for a job opportunity please advise us of any accommodations needed to ensure fair and equitable access throughout the recruitment and selection process. All accommodation information provided will be treated as confidential and used only to provide an accessible candidate experience.
MUFG is an equal opportunity employer.
Remote Work : Employment Type :
Full-time
Key Skills
Program assessment,FDA Regulations,Manufacturing & Controls,Program Evaluation,budget forecast,Research Experience,Operations Management,Research & Development,Strategic Planning,Contract Management,Leadership Experience,negotiation
Experience : years
Vacancy : 1