Investment Operations Specialist
4 weeks ago
Job Summary
We are seeking a highly skilled and motivated Investment Operations Specialist to join our team at MUFG Investor Services. As a key member of our operations team, you will be responsible for providing exceptional client service and support to our clients and internal stakeholders.
Key Responsibilities
- Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash.
- Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate 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, and provide assistance and guidance to the team members in query responses.
- Through experience, provide guidance to colleagues within the team in daily tasks, processes and deliverables.
- 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, risk mitigation.
- Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty.
Qualifications
- Diploma or Bachelor's degree in a business related field preferred or relevant experience.
- Experience in financial services, fund administration, asset management, banking or client service.
- Knowledge of Investor Services processes and related functionalities an asset.
- Existing client/customer service experience would be ideal.
What's in it for you?
At MUFG Investor Services, we offer a dynamic and supportive work environment that fosters growth and development. You will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service and support.
We are committed to providing our employees with the tools and resources they need to succeed in their roles. Our comprehensive training program will help you develop the skills and knowledge you need to excel in your position.
Join our team and take the first step towards a rewarding and challenging career in investment operations.
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