Client Onboarding Fund Specialist

Client Onboarding Fund Specialist (A minimum of 5 years’ experience in the funds / fund accounting/NAV processes at high level).Client Onboarding Fund Specialist (A minimum of 5 years’ experience in the funds / fund accounting/NAV processes at high level).4 days ago Be among the first 25 applicantsGet AI-powered advice on this job and more exclusive features.Experience something Brilliantly Different with a career with MUFG Investor Services.Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking, and fund financing.We’re in 17 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.Experience something Brilliantly Different with a career with MUFG Investor Services.Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking, and fund financing.We’re in 17 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.Still interested?Job DescriptionAct 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 hand off from Sales Team to Client Integration Team.Prepare administration agreements (based on existing templates) and ensure same 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.Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV to ensure smooth set-up of communication channels, accounts, systems, due diligence.Provide expertise, direction and leadership to members of the operations team.Perform and review internal accounting and shareholder service system set-ups.Respond to clients ensuring superior customer service is provided.Work well with internal stakeholders to ensure smooth on-boarding of new funds.Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.Ensure internal checklists are completed and signed off.Ad hoc tasks, as required.QualificationsA minimum of 5 years’ experience in the funds industryThird Level qualification / College Under Graduate Degree desirableClient focused with proven ability to manage client relationshipsProject experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)Additional InformationWhat’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.We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.Seniority levelSeniority levelAssociateEmployment typeEmployment typeFull-timeJob functionJob functionFinanceReferrals increase your chances of interviewing at MUFG Investor Services by 2xGet notified about new Shopper jobs in Halifax, Nova Scotia, Canada.Contractor Grocery Shopper (St. John's, New Brunswick & Moncton- CanadaHalifax, Nova Scotia, Canada 3 months agoHalifax, Nova Scotia, Canada 3 months agoHalifax, Nova Scotia, Canada 3 months agoDartmouth, Nova Scotia, Canada 1 month agoFoodservice Account Manager - Halifax, NSHalifax, Nova Scotia, Canada 2 months agoLower Sackville, Nova Scotia, Canada 3 months agoLower Sackville, Nova Scotia, Canada 3 months agoHalifax, Nova Scotia, Canada 3 months agoDartmouth, Nova Scotia, Canada 3 months agoDartmouth, Nova Scotia, Canada 3 days agoDartmouth, Nova Scotia, Canada 2 weeks agoDartmouth, Nova Scotia, Canada 3 months agoDartmouth, Nova Scotia, Canada 1 week agoDartmouth, Nova Scotia, Canada 5 days agoDartmouth, Nova Scotia, Canada 1 month agoDartmouth, Nova Scotia, Canada 3 weeks agoStaff Product Manager, Consumer Account ManagementBusiness Development Account Manager, Generator and Critical PowerDartmouth, Nova Scotia, Canada 2 weeks agoTechnical Specialist - Survey GeoSpatial Account ManagerDartmouth, Nova Scotia, Canada 10 hours agoSales Account Manager | Security SystemsHalifax, Nova Scotia, Canada $61,000.00-$119,000.00 4 days agoWe’re unlocking community knowledge in a new way. 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