Associate, KYC Service Team

MUFG Investor Services

Halifax

On-site

Full time

14 days+

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Benefits offered by this job

Opportunities for learning and development

Hybrid working model

Vibrant company culture

Job summary

A global financial services firm based in Halifax is seeking an Associate for its KYC Service team. The role involves responding to client inquiries, guiding team members, and supporting management initiatives. Ideal candidates will have knowledge of KYC regulations and experience in customer service. This position offers a hybrid working model and opportunities for professional development.

Qualifications

0-2 years experience in financial services, fund administration, asset management, banking or client service.
Experience in responding to client inquiries following high-quality standards.

Responsibilities

Main contact for daily client inquiries and deliverables.
Provide guidance to colleagues within the team.
Support management in department initiatives and projects.

Skills

International Know Your Customer knowledge

Client/customer service experience

Strong communication skills

Education

Diploma or Bachelor's degree in a business related field

Tools

Microsoft Office

Microsoft Excel

Job description

Overview

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

About MUFG Investor Services:

Job Description

An exciting opportunity to bring your skills to MUFG’s KYC Service team, the team is a client facing commercial team providing independent KYC services to funds administered by MUFG and 3rd party administrators. Reporting to the Associate Director, KYC Service team, a list of your responsibilities will include:

Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate
Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard, and provide assistance and guidance to the team members in query responses
Through experience, provide guidance to colleagues within the team in daily tasks, processes and deliverables
Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture
Support management in department initiatives, projects, risk mitigation
Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty

Qualifications

Diploma or Bachelor\'s degree in a business related field preferred or relevant experience
Strong knowledge of international Know Your Customer and Anti Money Laundering requirements
0-2 years experience in financial services, fund administration, asset management, banking or client service
Existing client/customer service experience would be ideal
Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.

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.

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