Client Onboarding Fund Specialist (A minimum of 5 yearsâ experience in the funds / fund account[...]

MUFG Investor Services; Halifax; Hybrid; CAD 75,000 - 95,000; Full time

Job summary

A leading financial services firm in Halifax is seeking an experienced professional to manage client onboarding processes. This role involves acting as the main point of contact, coordinating internal teams, and ensuring compliance with industry standards. Candidates should have a minimum of 5 years in the funds industry and possess strong client management skills. Join a vibrant culture where innovation and development are valued, with a focus on hybrid working.

Benefits

Vibrant culture

Hybrid working model

Focus on learning and development

Qualifications

• Minimum of 5 years of experience in the funds industry.
• Proven ability to manage client relationships.
• Previous experience in client onboarding projects preferred.

Responsibilities

• Act as a client's main point of contact during onboarding.
• Project manage new client/fund launches.
• Coordinate handoff from Sales Team to Client Integration Team.
• Liaise with banks, auditors, and custodians.
• Ensure compliance with ISAE/SOC standards.

Skills

Client-focused

Project management

Leadership

Education

Third Level qualification / College Undergraduate Degree

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 handoff from Sales Team to Client Integration Team.

Prepare administration agreements (based on existing templates) and ensure they 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.

Liaise with banks, auditors, brokers, custodians, and internal organizational groups such as compliance and MOV to ensure smooth setup of communication channels, accounts, systems, and due diligence.

Provide expertise, direction, and leadership to members of the operations team.

Perform and review internal accounting and shareholder service system setups.

Respond to clients, ensuring superior customer service is provided.

Collaborate with internal stakeholders to ensure smooth onboarding of new funds.

Support organizational efforts and initiatives to roll out new products and banking services.

Ensure full compliance with ISAE / SOC standards related to onboarding or conversion of new funds.

Ensure internal checklists are completed and signed off.

Perform ad hoc tasks as required.

Qualifications :

• A minimum of 5 years of experience in the funds industry
• Third Level qualification / College Undergraduate 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 focus on clients, and next-level learning & development. We also truly walk the talk when it comes to hybrid working.

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.

Remote Work :

Employment Type : Full-time

Key Skills

ENT, Economics, Apps, Freelancing, Management Administration

Experience :

Years

Vacancy :

1