Current jobs related to Senior Associate, Client Services - Old Toronto, Ontario - Morningstar
-
Old Toronto, Ontario, Canada MUFG Investor Services Full timeAbout MUFG Investor ServicesWe're a leading provider of administration, asset services, banking, and fund financing to over 480 global investment firms. Our team is passionate about delivering exceptional service and innovative solutions to our clients.Job SummaryWe're seeking a highly skilled Senior Associate to join our Client Operations team. As a Senior...
-
Old Toronto, Ontario, Canada MUFG Investor Services Full timeAbout MUFG Investor ServicesWe're a leading provider of administration, asset services, banking, and fund financing to over 480 global investment firms. Our team is passionate about delivering exceptional service and innovative solutions to our clients.Job SummaryWe're seeking a highly skilled Senior Associate to join our Client Operations team. As a Senior...
-
Senior Investment Associate
2 weeks ago
Old Toronto, Ontario, Canada Senior Care Authority of Inland Empire, CA Full timeJob Title: Senior Investment AssociateJob Type: Permanent Full-timeThe OpportunityThe Senior Care Authority of Inland Empire, CA is seeking a highly skilled Senior Investment Associate to join our team. As a key member of our investment team, you will be responsible for investing in and structuring proposals for infrastructure projects that align with our...
-
Senior Investment Associate
3 weeks ago
Old Toronto, Ontario, Canada Senior Care Authority of Inland Empire, CA Full timeJob Title: Senior Investment AssociateJob Type: Permanent Full-timeThe OpportunityThe Senior Care Authority of Inland Empire, CA is seeking a highly skilled Senior Investment Associate to join our team. As a key member of our investment team, you will be responsible for investing in and structuring proposals for infrastructure projects that align with our...
-
Client Services Global Delivery Senior Associate
2 weeks ago
Toronto, Ontario, Canada State Street Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Associate to join our Client Services team at State Street. As a key member of our team, you will be responsible for providing exceptional client service and support to our global clients.Key ResponsibilitiesRespond to client inquiries and requests in a timely and professional mannerAssist...
-
Client Services Global Delivery Senior Associate
2 weeks ago
Toronto, Ontario, Canada State Street Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Associate to join our Client Services team at State Street. As a key member of our team, you will be responsible for providing exceptional client service and support to our global clients.Key ResponsibilitiesRespond to client inquiries and requests in a timely and professional mannerAssist...
-
Old Toronto, Ontario, Canada Mufg Investorservices Full timeAbout MUFG Investor ServicesWe are a leading provider of administration, asset services, banking, and fund financing solutions to over 480 global investment firms. Our team is passionate about delivering exceptional service and innovative solutions to our clients.Job SummaryWe are seeking a highly skilled Senior Associate to join our Client Operations team...
-
Old Toronto, Ontario, Canada Mufg Investorservices Full timeAbout MUFG Investor ServicesWe are a leading provider of administration, asset services, banking, and fund financing solutions to over 480 global investment firms. Our team is passionate about delivering exceptional service and innovative solutions to our clients.Job SummaryWe are seeking a highly skilled Senior Associate to join our Client Operations team...
-
Toronto, Ontario, Canada MUFG Investor Services Full timeAbout the RoleWe are seeking a highly skilled Fund Accounting Professional to join our Client Services team at MUFG Investor Services. As a Senior Associate, Client Operations, Fund Administration, you will play a critical role in providing exceptional service to our private equity clients.Key ResponsibilitiesFund Accounting Services: Provide a full range of...
-
Toronto, Ontario, Canada MUFG Investor Services Full timeAbout the RoleWe are seeking a highly skilled Fund Accounting Professional to join our Client Services team at MUFG Investor Services. As a Senior Associate, Client Operations, Fund Administration, you will play a critical role in providing exceptional service to our private equity clients.Key ResponsibilitiesFund Accounting Services: Provide a full range of...
-
Old Toronto, Ontario, Canada Willows Landing Senior Living Full timeWillows Landing Senior Living We are a dedicated team of professionals committed to enhancing the quality of life for our residents through innovative solutions and exceptional service. Line of ServiceAssuranceIndustry/SectorNot ApplicableSpecialismConduct and ComplianceManagement LevelSenior ManagerJob Description & SummaryA career in our Integrated Risk...
-
Client Service Associate
2 weeks ago
Old Toronto, Ontario, Canada Scotiabank Full timeAbout the Role:We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Scotiabank. As a key member of our operations team, you will be responsible for providing administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:Provide exceptional service and sales...
-
Client Service Associate
3 weeks ago
Old Toronto, Ontario, Canada Scotiabank Full timeAbout the Role:We are seeking a highly organized and detail-oriented Client Service Associate to join our team at Scotiabank. As a key member of our operations team, you will be responsible for providing administrative and operational support to our Financial Consultants and Portfolio Managers.Key Responsibilities:Provide exceptional service and sales...
-
Old Toronto, Ontario, Canada Willows Landing Senior Living Full timeWillows Landing Senior Living We are a collaborative community of professionals merging innovative technology with human insight to assist organizations in establishing trust and achieving sustainable results. Line of ServiceAssuranceIndustry/SectorNot ApplicableSpecialismConduct and ComplianceManagement LevelSenior ManagerJob Description & SummaryA career...
-
Toronto, Ontario, Canada MUFG Investor Services Full timeJob OverviewAs a key member of the Client Operations team, you will report directly to the Associate Director. This position offers a unique chance to become part of a vibrant and rapidly expanding organization within the Financial Services sector.Your Responsibilities:Deliver comprehensive fund accounting services tailored for private equity clients,...
-
Toronto, Ontario, Canada MUFG Investor Services Full timeCompany Overview Experience a uniquely exceptional environment with MUFG Investor Services. Who are we? In essence, MUFG Investor Services is a division of the Mitsubishi UFJ Financial Group, collaborating with over 480 dedicated global investment firms to deliver comprehensive administration, asset services, banking, and fund financing solutions. ...
-
Risk and Quality Senior Associate
1 week ago
Old Toronto, Ontario, Canada Mufg Investorservices Full timeSenior Associate, Treasury - Japanese Language Expert **Job Summary** We are seeking a highly skilled Senior Associate to join our Treasury team in a Japanese speaking role. As a key member of our team, you will be responsible for providing exceptional support to our clients and internal stakeholders. **Key Responsibilities** * Complete daily reports...
-
Risk and Quality Senior Associate
7 days ago
Old Toronto, Ontario, Canada Mufg Investorservices Full timeSenior Associate, Treasury - Japanese Language Expert **Job Summary** We are seeking a highly skilled Senior Associate to join our Treasury team in a Japanese speaking role. As a key member of our team, you will be responsible for providing exceptional support to our clients and internal stakeholders. **Key Responsibilities** * Complete daily reports...
-
Senior Associate
3 days ago
Old Toronto, Ontario, Canada Mufg Investorservices Full timeSenior Associate, Client Operations, Fund Administration - Private EquityAbout MUFG Investor ServicesAt MUFG Investor Services, we're passionate about delivering exceptional administration, asset services, banking, and fund financing solutions to our global investment firm partners. With a presence in 14 locations worldwide, we're committed to fostering a...
-
Senior Associate
3 days ago
Old Toronto, Ontario, Canada Mufg Investorservices Full timeSenior Associate, Client Operations, Fund Administration - Private EquityAbout MUFG Investor ServicesAt MUFG Investor Services, we're passionate about delivering exceptional administration, asset services, banking, and fund financing solutions to our global investment firm partners. With a presence in 14 locations worldwide, we're committed to fostering a...
Senior Associate, Client Services
3 months ago
Reporting to the Vice President, Client Services, this person will support senior Business Development team members as well as service client demands with creative problem solving and the swift execution of a variety of administrative tasks. Specific responsibilities include but are not limited to:
Client engagement:
- Meet with existing clients to discuss Morningstar DBRS products and services, and related pricing
- Track the status of engagements with new and existing clients across North America
- Assist with contract negotiations and renewals
- Provide best-in-class client servicing by actively participating in client calls and monitoring client inquiries, completing requests in real time
- Configure and maintain records on clients within the Salesforce CRM system including inputting data, tracking pipelines, fees and creating reports for internal executives
- Work closely with billing/finance team to initiate billings, validate billings and track the status of client invoices
- Adhere to professional standards, including policies, procedures and best practices and professional codes of conduct related to client engagement
- Identify improvements to existing procedures and work with the relevant teams to see them implemented
- Conduct research that identifies any market trends likely to impact issuers
- Show demonstrated creativity, flexibility, enthusiasm, collaboration and willingness to learn
- Keen interest in the financial services industry
- Excellent oral and written communication skills; comfortable doing presentations
- Strong customer service skills, an eagerness to excel and be part of a dynamic, fast growing team.
- Confident engaging clients at an executive level, via in-person discussions, phone, or email
- 3 years or more of relevant experience related to Sales or Relationship Management
- Proficient in Microsoft Office applications (Outlook, Word, Excel, and PowerPoint)
- 3 years or more of experience in the financial services industry
- Experience with Salesforce Customer Relationship Management (CRM) and Bloomberg
- Attained a bachelor's degree or higher with a specialization in business, finance and other relevant disciplines
- Canadian Securities Course (CSC)
DBRS Morningstar is a global credit ratings business, currently with 700 employees in eight offices globally. Formed through the July 2019 acquisition of DBRS by Morningstar, Inc., the ratings business is the fourth-largest provider of credit ratings in the world.
DBRS Morningstar is committed to empowering investor success, serving the market through leading-edge technology and raising the bar for the industry. DBRS Morningstar is a market leader in Canada, the U.S. and Europe in multiple asset classes.
DBRS Morningstar rates more than 2,600 issuers and 54,000 securities worldwide and is driven to bringing more clarity, diversity of opinion, and responsiveness to the ratings process. DBRS Morningstar's approach and size provide the agility to respond to customers' needs, while being large enough to provide the necessary expertise and resources.
If you received and accept an offer from us, we require that personal and any related investments be disclosed confidentiality to our Compliance team (days vary by region). These investments will be reviewed to ensure they meet Code of Ethics requirements. If any conflicts of interest are identified, then you will be required to liquidate those holdings immediately. In addition, dependent on your department and location of work certain employee accounts must be held with an approved broker (for example all, U.S. employee accounts). If this applies and your account(s) are not with an approved broker, you will be required to move your holdings to an approved broker.
Morningstar's hybrid work environment gives you the opportunity to work remotely and collaborate in-person each week. While some positions are available as fully remote, we've found that we're at our best when we're purposely together on a regular basis, typically three days each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
#J-18808-Ljbffr
