Director, Client 360

3 weeks ago


Halifax, Canada MUFG Investor Services Full time

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. Visit us at Job Description In the current asset servicing environment, clients seek service providers that not only deliver core administration services but also act as trusted advisors and partners. In this role, you will create a client‑focused culture within the company, ensuring an enhanced service model is delivered to clients. Client 360 will coordinate deliverables across operations teams, mitigate risks and manage communication strategy for incidents, participate in global projects to standardize and enhance our target operating model, implement client satisfaction monitoring, and strengthen relationships with our clients. Responsibilities 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. Manage and oversee client‑specific SLAs and KPI adherence by operations teams. Host monthly service calls with clients, presenting SLA and KPI data. Participate in client DDQs and oversee periodic due diligence visits. Determine RAG rating for clients and(escalate to internal senior management where appropriate. Oversee and review client profitability and own client‑account strategy to drive future growth. Manage client profitability through workforce planning with operations teams and adherence to a common operating model. Explore cross‑sale opportunities where applicable; actively participate in RFPs or other business‑development opportunities as required. Own 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 in the fund administration or asset management industry, managing client relationships and delivering high‑quality service. Demonstrated leadership and the ability to manage a team of accounting professionals. Excellent business acumen with a deep understanding of the fund administration business and drivers of profitability. Exceptional client‑service skills, meeting the needs of a complex, demanding client base while safeguarding the organization’s interests. Strong computer skills, especially in Microsoft Office products. In‑depth knowledge of the fund administration industry, including various fund structures, fee calculations, financial instruments, and fund‑offering documentation review. High level of problem‑solving and innovative thinking to develop solutions to complex problems. Experience with fund administration software such as Geneva, Investran, Yardi, and Mantra is beneficial but not required. Additional Information What’s in it for you? A career at MUFG Investor Services offers a vibrant culture, a connected team, a love of innovation, laser client focus, and next‑level learning & development. We support hybrid working. Apply now for a brilliantly different career. MUFG is an equal‑opportunity employer. #J-18808-Ljbffr



  • Halifax, Canada MUFG Investor Services Full time

    Job DescriptionIn the current asset servicing environment, clients are looking for service providers to not only provide core administration services but also act as trusted advisor and partners. The role is to create a client focused culture within the company. Focusing on Client satisfaction by ensuring an enhanced service model is delivered to...

  • Director, Client 360

    3 weeks ago


    Halifax, Canada MUFG Investor Services Full time

    MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory...


  • Halifax, Canada MUFG Investor Services Full time

    Company DescriptionMUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate...


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

    MUFG Investor Services is a trusted partner to many of the world's largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory...


  • Halifax, Nova Scotia, Canada MUFG Full time

    Company DescriptionMUFG Investor Services is a trusted partner to many of the world's largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate...


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

    Company Description MUFG Investor Services is a trusted partner to many of the world's largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate...


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

    Company Description MUFG Investor Services is a trusted partner to many of the world's largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate...


  • Halifax, Canada MUFG Investor Services Full time

    Job DescriptionIn the current asset servicing environment, clients are looking for service providers to not only provide core administration services but also act as trusted advisors and partners. The role is to create a client centric culture within the company. Focusing on Client satisfaction by ensuring an enhanced service model is delivered to clients....


  • Halifax, Canada MUFG Investor Services Full time

    Company DescriptionExperience something Brilliantly Different with a career at MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, 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...


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

    Experience something Brilliantly Different with a career at MUFG Investor Services.Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, 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...