Associate, Nexus, Investor Delivery

Muf

Halifax

Hybrid

CAD 52,000 - 76,000

Full time

48 hours ago
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Benefits offered by this job

Hybrid working

Job summary

MUFG Investor Services is a trusted partner to funds, offering asset servicing and operational solutions with extensive global reach. This role reports to an Associate Director and focuses on accurate daily deliverables, client inquiries, and adherence to service standards.

Ideal candidates have a business-related degree or relevant experience and 0-2 years in financial services, with a solid understanding of investor services processes and high client-service capability.

Qualifications

  • Diploma or Bachelor's degree in a business-related field preferred or relevant experience
  • 0-2 years' experience in financial services, fund administration, asset management, banking or client service
  • Knowledge of Investor Services processes and related functionalities an asset
  • Existing client/customer service experience would be ideal

Responsibilities

  • Complete daily deliverables, with quality while following company and department policies and procedures relating to investor registration, dealing, reporting and cash
  • Strive to complete deliverables within Service level agreements, escalates 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
  • Perform allocated daily tasks, processes and deliverables with accuracy and quality
  • 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 and risk mitigation
  • Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients, Openness and Honesty

Job description

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 .

Job Description

Reporting to the Associate Director, Investor Operations, a list of your responsibilities will include:

  • Complete daily deliverables, with quality while following company and department policies and procedures relating to investor registration, dealing, reporting and cash.
  • Strive to complete deliverables within Service level agreements, escalates 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.
  • Perform allocated daily tasks, processes and deliverables with accuracy and quality.
  • 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 and risk mitigation.
  • Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients, Openness and Honesty.
Qualifications
  • Diploma or Bachelor's degree in a business-related field preferred or relevant experience
  • 0-2 years' experience in financial services, fund administration, asset management, banking or client service
  • Knowledge of Investor Services processes and related functionalities an asset
  • Existing client/customer service experience would be ideal
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.

We are committed to using Artificial Intelligence (AI) tools responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services, we use AI tools to support our recruitment process by helping us understand how well candidates’ applications align with the requirements of the role.

All AI recommendations are reviewed by our recruitment team before any decisions are made.

More information on our use of AI tools is available in our Privacy Notice available to you as part of your application.

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

MUFG is an equal opportunity employer.

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