Client Integration

5 days ago

Halifax, Canada MUFG Investor Services Full time

Act 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.
- 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.

**Qualifications**:

- ** A minimum of 5 years’ experience in the funds industry**:

- Third Level qualification / College Under Graduate Degree desirable
- Client focused with proven ability to manage client relationships
- Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)

**Additional Information**:
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 14 global locations and provide an exceptional hub of Brilliantly** Different** talent to thrive.

Still interested?

  • Client Integration

    5 days ago

    Halifax, Canada MUFG Investor Services Full time

    Company Description What’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...

  • Integration Engineer

    2 weeks ago

    Halifax, Nova Scotia, Canada Build Nova Scotia Full time

    DiscoverThe OpportunityThe Integration Engineer will turn AI models into usable products (e.g. chatbots, APIs, dashboards). This position will be responsible for integrating AI products into enterprise systems, ensuring applications are secure, optimized for performance, and user-friendly. The Integration Engineer will deploy models as services (e.g. REST,...

  • Senior Onboarding Integration Engineer

    6 hours ago

    Halifax, Canada ESO Full time

    About the role Senior Integration Engineer for Logis Billing and CAD will focus on creating effective integration solutions to support clients during the onboarding process. This position involves configuring our applications to align with client needs, collaborating with internal experts, and balancing technical, business and product considerations. The...

  • Gsf Integration Specialist

    1 week ago

    Halifax, Canada Right Traffic, LLC Full time

    **Job description**: Guardian Smart Flagger - Integration Specialist Right Traffic has an immediate opening for a GSF - Integration Specialist. In this role, you will support our local traffic control partners in your area, as well as travel to other areas of North America to provide onsite training to new and existing Right Traffic Operating...

  • Workday Integration Analyst

    1 week ago

    Halifax, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** Global Functions Technology (GFT) is part of RBC’s Technology and Operations division. GFT’s impact is far-reaching as we collaborate with partners from across the company to deliver innovative and transformative IT solutions. Our clients represent Risk, Finance, HR, CAO, Audit, Legal, Compliance, Financial...

  • Ukg Workforce Integration Manager

    1 week ago

    Halifax, Canada Cognizant Full time

    **In this role you will**: - Develop and maintain the high-level architecture for integrating UKG with Oracle HCM, ensuring alignment with business objectives and technical standards. - Define and implement a comprehensive integration strategy that facilitates seamless data exchange and system interoperability. - Establish governance frameworks to oversee...

  • Integration Imit Lead

    1 week ago

    Halifax, Canada Nova Scotia Health Authority Full time

    **Req ID**:148117** **Company: Nova Scotia Health** **Location**:Provincial** Zone, **Home Work Site FT (5 days/week)** **Department**:IMIT SECURITY RISK MGMT-CNS** **Type of Employment**:Permanent** **Hourly FT** (**100%** FTE) x **1** position(s)** **Status: MGMT/NON-Union** **Management/Non Union** Position** **Posting Closing Date**:8-Feb-23** Nova...

  • Supervisor, Business

    19 hours ago

    Halifax, Canada ISANS Full time

    **Supervisor, Business & Workforce Integration (BWI)** **(Short-term contract to end March 2026)** ISANS is seeking a full-time **Supervisor, Business & Workforce Integration (BWI)** to provide daily supervision of Business and Workforce Integration Team members, overseeing the activities and services of the programs within the team. Reporting to the...

  • Integrated Service Associate

    7 days ago

    Halifax, Canada The Workers’ Compensation Board of Nova Scotia (WCB) Full time

    **EMPLOYMENT OPPORTUNITY - Halifax, NS** **Integrated Service Associate** **Permanent Opportunity** **About the Workers' Compensation Board of Nova Scotia** The Workers' Compensation Board of Nova Scotia (WCB) is the province's provider of workplace injury insurance. We inform and inspire Nova Scotians in the prevention of workplace injury. But if it...

  • Manager, Account Management New Service Integrations

    2 days ago

    Halifax, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...