Director, Client Account Management

6 months ago


Halifax, Canada MUFG Investor Services Full time

**Company Description**
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG - one of the largest banks in the world with $2.8 trillion in assets - we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.

With a diverse and dynamic network of offices across the globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of work-life integration, and exposure to a wide variety of work.

Imagine your future at MUFG Investor Services where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution.
- 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.

**Qualifications**
- 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**
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.

MUFG is an equal opportunity employer.



  • Halifax, Nova Scotia, Canada MUFG Investor Services Full time

    About the RoleMUFG Investor Services is seeking a highly skilled Client Account Management Director to join our team. The successful candidate will be responsible for managing client relationships and providing exceptional service to our clients.Key ResponsibilitiesDevelop and maintain strong relationships with key decision makers and operations staff at our...


  • Halifax, Canada Mufg Investorservices Full time

    Job DescriptionDevelop 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...


  • Halifax, Canada Mufg Investorservices Full time

    Job DescriptionDevelop 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...


  • Halifax, Nova Scotia, Canada MUFG Investor Services Full time

    About the RoleMUFG Investor Services is seeking a highly skilled Senior Associate Director, Client Account Management to join our team. As a key member of our client-facing team, you will be responsible for delivering exceptional client service and driving business growth through strategic account management.Key ResponsibilitiesDevelop and maintain strong...


  • Halifax, Canada MUFG Investor Services Full time

    Company Description MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $ trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office...

  • Account Director

    4 weeks ago


    Halifax, Canada VERB Interactive Full time

    VERB is a digital marketing and technology agency located in downtown Halifax, Nova Scotia. Our global clients offer the opportunity to work and collaborate with some of the world’s biggest destinations, resorts, and travel brands—and with our employee travel credit, it’s easy to experience them for yourself. We take a balanced approach to work/life...


  • Halifax, Nova Scotia, Canada Genpact Full time

    As a Senior Client Director, you will be responsible for driving growth for a portfolio of clients and acting as the CEO for their account. This role requires developing deep internal and external relationships and having the industry, domain, and business acumen to effectively partner with our clients' executive teams. The role may also involve managing a...


  • Halifax, Nova Scotia, Canada Genpact Full time

    Job SummaryAs an Executive Director, Client Solutions at Genpact, you will be responsible for driving growth for a portfolio of clients and serving as the CEO for their account. This role requires developing deep internal and external relationships and possessing the industry, domain, and business acumen to effectively partner with our clients' executive...

  • Account Director

    4 weeks ago


    Halifax, Canada VERB Interactive Inc. Full time

    VERB is a digital marketing and technology agency located in downtown Halifax, Nova Scotia. Our global clients offer the opportunity to work and collaborate with some of the world’s biggest destinations, resorts, and travel brands—and with our employee travel credit, it’s easy to experience them for yourself. We take a balanced approach to work/life...

  • Account Director

    4 weeks ago


    Halifax, Canada VERB Interactive Full time

    VERB is a digital marketing and technology agency located in downtown Halifax, Nova Scotia. Our global clients offer the opportunity to work and collaborate with some of the world’s biggest destinations, resorts, and travel brands—and with our employee travel credit, it’s easy to experience them for yourself. We take a balanced approach to work/life...

  • Account Director

    4 weeks ago


    Halifax, Canada VERB Interactive Inc. Full time

    VERB is a digital marketing and technology agency located in downtown Halifax, Nova Scotia. Our global clients offer the opportunity to work and collaborate with some of the world’s biggest destinations, resorts, and travel brands—and with our employee travel credit, it’s easy to experience them for yourself. We take a balanced approach to work/life...

  • Account Director

    4 weeks ago


    Halifax, Canada VERB Interactive Full time

    VERB is a digital marketing and technology agency located in downtown Halifax, Nova Scotia. Our global clients offer the opportunity to work and collaborate with some of the world’s biggest destinations, resorts, and travel brands—and with our employee travel credit, it’s easy to experience them for yourself. We take a balanced approach to work/life...


  • Halifax, Nova Scotia, Canada MUFG Investor Services Full time

    Unlock Your Potential as a Strategic Client Success DirectorWe are seeking an experienced and dynamic Strategic Client Success Director to join our team at MUFG Investor Services.About Us:MUFG Investor Services is a leading provider of asset servicing solutions to the global investment management industry. With a diverse and dynamic network of offices across...

  • Accounts Executive

    1 month ago


    Halifax, Canada VenorTalent Full time

    The Canadian Mental Health Association Nova Scotia Division (CMHA NS) is dedicated to advancing mental wellness and supporting individuals affected by mental health and addiction challenges throughout the province. As a key player in a national network, CMHA NS focuses on advocacy, high-quality program delivery, and influencing public policy to improve...

  • Account Manager

    6 months ago


    Halifax, Canada The Judge Group Full time

    **Job title: Account Manager** **Location: Halifax B3J 3R4** **Duration: 6+ months (C2H)** Preparation of financial statements in an accurate and timely manner. Reconcile cash and investment accounts. Prepare bank deposits and cash disbursements. Plan and complete the annual audit for clients. Prepare regulatory filings. Ensure on-going compliance...

  • Account Manager

    5 months ago


    Halifax, Canada Barrelling Tide Distillery Full time

    **About us** Barrelling Tide Distillery is an Award-Winning Craft Distillery located in the beautiful Annapolis Valley of Nova Scotia. We take pride in creating our spirits, liqueurs, and other products with the quality and care you'd expect from a premium spirits brand. It's essential that as an Account Manager, you show the same passion and care in...


  • Halifax, Canada MUFG Investor Services Full time

    Company Description MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $ trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office...


  • Halifax, Canada Dash Hudson Full time

    Halifax, NS Customer Service Management Full-time **Benefits**: Health Insurance Dental Insurance Paid Time Off Flexible Work Retirement Plans Life Insurance Disability Insurance Employee Assistance Program Bonuses & Incentives Wellness Programs The Opportunity Reporting to the Director of Account Management, the Manager will oversee a team of Account...


  • Halifax, Canada Smile Digital Health Full time

    This is a remote position and can be located anywhere in Canada or USA. AS THE WORLD MOVES TO FHIR, THERE ARE PLENTY OF REASONS TO SMILE. Smarter decisions, fewer barriers, and better incentives are just the beginning. Smile Digital Health makes it easy for healthcare stakeholders to collect and exchange data with our leading FHIR-based data liberation...


  • Halifax, Canada Mitsubishi UFJ Financial Group, Inc Full time

    Company DescriptionMUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG - one of the largest banks in the world with $2.8 trillion in assets - we provide clients access to a range of leading