Associate- Investor Operations (Transfer Agency)

MUFG Investor Services; Kuala Lumpur; Hybrid; MYR 20,000 - 100,000; Full time

Job summary

A leading financial services firm seeks an Associate in Investor Operations to manage deliverables and ensure quality in registration and reporting processes. Candidates should have relevant experience in financial services, exceptional client service skills, and be proficient in Microsoft Excel. This position offers flexibility through a hybrid working model and a competitive compensation package, including medical insurance and professional development reimbursements.

Benefits

Group medical insurance

Group pension scheme

Paid holidays

Assistance towards gym memberships

Qualifications

• Diploma or Bachelor's degree in a business related field preferred.
• Relevant years of experience in financial services or client service.
• Existing client/customer service experience would be ideal.

Responsibilities

• Complete daily deliverables while following policies and procedures.
• Respond to queries from Clients, Investors, and Fund Managers.
• Support management in department initiatives and projects.

Skills

Client service experience

Knowledge of Investor Services processes

Proficiency in Microsoft Excel

Education

Diploma or Bachelor's degree in a business related field

Tools

Microsoft Office

Job description

Associate- Investor Operations (Transfer Agency)

Experience something Brilliantly Different with a career at MUFG Investor Services.

Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and fund financing.

We’re in 14 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.

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, escape 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
• Relevant years of experience in financial services, fund administration, asset management, banking or client service
• Knowledge of Investor Services processes and related functionalitiesan 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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