Associate, Client Operations, Financial Services Specialist

2 weeks ago


Halifax, Nova Scotia, Canada MUFG Investor Services Full time
Job Summary

We are seeking a highly skilled and detail-oriented Associate, Client Operations, Financial to join our team at MUFG Investor Services. As a key member of our client operations team, you will be responsible for providing exceptional financial reporting services to our clients.

Key Responsibilities
  • Financial Reporting: Develop and maintain technical skills and knowledge of financial reporting, including preparation of financial statements, pro forma, roll forwards, workings, and drafts.
  • Client Liaison: Liaise with investment managers and auditors to resolve day-to-day operational issues and ensure timely delivery of client financial reporting.
  • Deliverables: Prepare or coordinate all client financial reporting deliverables and associated reports as required, working closely with internal teams to ensure seamless execution.
  • Relationship Building: Develop and maintain strong relationships with clients, vendors, and audit firms, ensuring excellent communication and service delivery.
  • Process Improvement: Ensure all processes are performed in accordance with operational procedures and controls, and all relevant checklists are completed.
  • Stakeholder Management: Respond to various stakeholder queries in a comprehensive and timely manner, providing accurate and reliable information.
Requirements
  • Education: Post-secondary education with a concentration in finance, accounting, mathematics, or related fields.
  • Qualifications: Ideally studying towards a relevant professional qualification in ACA, ACCA, CPA, CIMA, or CFA.
  • Experience: 1-2 years' experience in a financial reporting role.
About MUFG Investor Services

MUFG Investor Services is a leading provider of administration, asset services, banking, and fund financing solutions to over 480 global investment firms. As a member of the Mitsubishi UFJ Financial Group family, we offer a unique opportunity to work with a global organization that values innovation, collaboration, and excellence.

We are an equal opportunity employer and welcome applications from diverse candidates who share our values and commitment to excellence.



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

    Job SummaryWe are seeking a highly skilled and detail-oriented Associate, Client Operations, Financial Specialist to join our team at MUFG Investor Services. As a key member of our financial operations team, you will be responsible for providing exceptional client service and support in the preparation and coordination of client financial reporting...


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

    Job SummaryWe are seeking a highly skilled and detail-oriented Associate, Client Operations, Financial Specialist to join our team at MUFG Investor Services. As a key member of our financial operations team, you will be responsible for providing exceptional client service and support in the preparation and coordination of client financial reporting...


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

    Job SummaryWe are seeking a highly skilled and detail-oriented Associate, Client Operations, Financial to join our team at MUFG Investor Services. As a key member of our client operations team, you will be responsible for providing exceptional financial reporting services to our clients.Key ResponsibilitiesFinancial Reporting: Develop and maintain technical...


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

    Job SummaryWe are seeking a highly skilled and detail-oriented Associate, Client Operations, Financial to join our team at MUFG Investor Services. As a key member of our client operations team, you will be responsible for providing exceptional financial reporting services to our clients.Key ResponsibilitiesFinancial Reporting: Develop and maintain technical...


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

    Job SummaryWe are seeking an experienced Associate Director to join our Client Operations team at MUFG Investor Services. As a key member of our team, you will be responsible for leading the financial reporting and operations functions, ensuring seamless delivery of services to our clients.Key ResponsibilitiesLiaise with Investment Managers, Vendors, and...


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

    Job SummaryWe are seeking an experienced Associate Director to join our Client Operations team at MUFG Investor Services. As a key member of our team, you will be responsible for leading the financial reporting and operations functions, ensuring seamless delivery of services to our clients.Key ResponsibilitiesLiaise with Investment Managers, Vendors, and...


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

    Job OverviewAs a Finance Associate at MUFG Investor Services, you will play a vital role in ensuring the accuracy and integrity of financial records. Your responsibilities will encompass a variety of accounting functions, aimed at supporting the overall financial health of the organization.Key ResponsibilitiesBookkeeping: Maintain comprehensive sets of...


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

    Job SummaryWe are seeking a highly skilled and detail-oriented Associate, Client Operations, Financial to join our team at MUFG Investor Services. As a key member of our client operations team, you will be responsible for providing exceptional financial reporting services to our clients.Key ResponsibilitiesFinancial Reporting: Develop and maintain technical...


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

    Job SummaryWe are seeking a highly skilled and detail-oriented Associate, Client Operations, Financial to join our team at MUFG Investor Services. As a key member of our client operations team, you will be responsible for providing exceptional financial reporting services to our clients.Key ResponsibilitiesFinancial Reporting: Develop and maintain technical...


  • Halifax, Nova Scotia, Canada Mufg Investorservices Full time

    About MUFG Investor ServicesWe're a global leader in financial services, partnering with over 480 investment firms to provide administration, asset services, banking, and fund financing.Our team is dedicated to delivering exceptional results, and we're looking for a talented Associate Director to join our Client Operations team.Key ResponsibilitiesLiaise...


  • Halifax, Nova Scotia, Canada Mufg Investorservices Full time

    About MUFG Investor ServicesWe're a global leader in financial services, partnering with over 480 investment firms to provide administration, asset services, banking, and fund financing.Our team is dedicated to delivering exceptional results, and we're looking for a talented Associate Director to join our Client Operations team.Key ResponsibilitiesLiaise...


  • Halifax, Nova Scotia, Canada Mufg Investorservices Full time

    About the RoleWe are seeking an experienced Associate Director to join our Client Operations team at MUFG Investor Services. As a key member of our team, you will be responsible for leading the financial reporting process and ensuring the delivery of high-quality reports to our clients.Key ResponsibilitiesFinancial Reporting: Lead the preparation and review...


  • Halifax, Nova Scotia, Canada Mufg Investorservices Full time

    About the RoleWe are seeking an experienced Associate Director to join our Client Operations team at MUFG Investor Services. As a key member of our team, you will be responsible for leading the financial reporting process and ensuring the delivery of high-quality reports to our clients.Key ResponsibilitiesFinancial Reporting: Lead the preparation and review...


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

    About MUFG Investor ServicesMUFG Investor Services is a leading provider of administration, banking, and fund financing services to over 480 global investment firms. As part of the Mitsubishi UFJ Financial Group, we offer a diverse and innovative workplace where talented professionals collaborate across 14 locations worldwide.Fund Operations Specialist -...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients'...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients'...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients'...


  • Halifax, Nova Scotia, Canada Markham Centre Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Planning Specialist to join our team at Markham Centre Financial Services Inc.Key ResponsibilitiesFinancial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals, risk tolerance, and financial situations.Investment Management: Analyze clients'...


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

    Job SummaryMUFG Investor Services is seeking a highly skilled and detail-oriented Associate, Financial Operations to join our team. As a key member of our accounting team, you will be responsible for maintaining complete sets of books, preparing journals and post entries, and verifying the procedures used for recording financial transactions.Key...


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

    Job SummaryMUFG Investor Services is seeking a highly skilled and detail-oriented Associate, Financial Operations to join our team. As a key member of our accounting team, you will be responsible for maintaining complete sets of books, preparing journals and post entries, and verifying the procedures used for recording financial transactions.Key...