Director, Client 360 (Client Relationship Management)

MUFG; Halifax; Hybrid; CAD 100,000 - 120,000; Full time

Job summary

A leading global financial firm in Halifax is seeking an experienced professional to manage client relationships in fund administration. The ideal candidate has over 10 years of experience in the industry, excellent leadership skills, and a strong client-focused approach. This role supports high client satisfaction and profitability. The firm promotes a hybrid work environment and values innovation and team connectivity.

Benefits

Hybrid working model

Learning & development opportunities

Vibrant company culture

Qualifications

• At least 10 years' experience in fund administration or asset management.
• Experience managing client relationships and providing high quality service.
• Demonstrated leadership skills and ability to manage a team.

Responsibilities

• Develop relationships with clients and manage their accounts.
• Ensure high levels of client satisfaction and retention.
• Oversee client profitability and account strategy.

Skills

Client relationship management

Leadership

Problem-solving

Financial acumen

Client service

Microsoft Office skills

Education

Third Level Qualification (degree or higher)

Tools

Geneva

Investran

Yardi

Mantra

Job description

Company 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

LI-Hybrid

Job Description

You Will

• Develop relationships with key decision makers and operations staff at our clients.
• Manage client relationships and act as escalation point for all client queries.
• Own and manage incidents / errors end to end in a timely manner.
• Maintain a high level of client satisfaction and retention.
• Management and oversight of client specific SLA's and KPI adherence by operations teams.
• Host monthly service calls with clients with our SLA and KPI data.
• Participate in client DDQ's and oversight of periodic due diligence visits.
• Determine RAG rating for clients. Escalation to internal senior management where appropriate.
• Oversee and review client profitability and ownership of client account strategy to drive future growth.
• Manage client profitability through workforce planning with operations teams and adherence to common operating model.
• Explore cross-sale opportunities where applicable. Actively participate in RFPs or other business development opportunities as required.
• Ownership of commercial conversations with our clients. Initial point of contact for new product launches and services.
• Participate in global projects to improve client related initiatives or projects with the operational teams.

LI-Hybrid

Qualifications

You Have

• Third Level Qualification (degree or higher) in a relevant field.
• At least 10 years' experience working in the fund administration or asset management industry with experience managing client relationships. Providing high quality service and understanding client needs. This can include other administrators, investment managers or fund auditors.
• Demonstrate leadership and the ability to effectively manage a team of accounting professionals.
• Excellent business acumen through a strong understanding of the fund administration business and the drivers of profitability and success.
• Exceptional client service and the ability to satisfy the requirements of a complex and demanding client base. The ability to service these clients while maintaining the interests and health of the organization is critical.
• Strong computer skills with strengths in Microsoft Office products.
• In-depth understanding of fund administration industry. This includes various fund structures, fee calculations, financial instruments and fund offering documentation review.
• Demonstrate a high level of problem solving and innovative thinking in order to develop solutions to complex problems.
• Experience with fund administration software such as Geneva, Investran, Yardi and Mantra would be beneficial but not necessary.

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.

MUFG is an equal opportunity employer.