Senior Associate, Investor Operations

Mufg Investorservices; Halifax; Hybrid; CAD 40,000 - 55,000; Full time

Job summary

A leading company is seeking a dedicated professional to join their Investor Operations team. The role involves supporting quality control reviews, responding to client inquiries, and promoting a positive team culture. Ideal candidates will have a business-related degree and some experience in financial services. The company values hybrid working and offers a competitive compensation package, including medical insurance and pension schemes.

Benefits

Group medical insurance

Group pension scheme

Reimbursement of professional subscriptions

Paid holidays

Assistance towards gym memberships

Qualifications

• 0-2 years experience in financial services or client service.
• Knowledge of Investor Services processes is an asset.

Responsibilities

• Support quality control review process of daily deliverables.
• Be main contact for daily client inquiries and deliverables.
• Respond to queries from Clients and Investors.

Skills

Client Service

Communication

Teamwork

Education

Diploma or Bachelor's degree in a business related field

Tools

Microsoft Office

Microsoft Excel

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 :

• Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash.
• 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 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.
• 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.
• Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.

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.

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