Client Onboarding Fund Specialist (A minimum of 5 years experience in the funds / fund accounting/NAV processes at high level). Client Onboarding Fund Specialist (A minimum of 5 years experience in the funds / fund accounting/NAV processes at high level). 4 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. 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. Were in 17 global locations and provide an exceptional hub of Brilliantly Different talent to thrive. 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. Were in 17 global locations and provide an exceptional hub of Brilliantly Different talent to thrive. Still interested? Job Description Act as a clients 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. Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates. 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 Whats in it for you to join MUFG Investor Services? Take a look at our careers site and youll find everything youd expect from a career with the fastest-growing business at one of the worlds largest financial groups. Now take another look. Because its how we defy expectations that really defines us. Youll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, and we really walk the talk when it comes to HYBRID WORKING. So, why settle for the ordinary? Apply now for a Brilliantly Different career. We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Finance Referrals increase your chances of interviewing at MUFG Investor Services by 2x Get notified about new Shopper jobs in Halifax, Nova Scotia, Canada . Contractor Grocery Shopper (St. John's, New Brunswick & Moncton- Canada Halifax, Nova Scotia, Canada 3 months ago Halifax, Nova Scotia, Canada 3 months ago Halifax, Nova Scotia, Canada 3 months ago Dartmouth, Nova Scotia, Canada 1 month ago Foodservice Account Manager - Halifax, NS Halifax, Nova Scotia, Canada 2 months ago Lower Sackville, Nova Scotia, Canada 3 months ago Lower Sackville, Nova Scotia, Canada 3 months ago Halifax, Nova Scotia, Canada 3 months ago Dartmouth, Nova Scotia, Canada 3 months ago Dartmouth, Nova Scotia, Canada 3 days ago Dartmouth, Nova Scotia, Canada 2 weeks ago Dartmouth, Nova Scotia, Canada 3 months ago Dartmouth, Nova Scotia, Canada 1 week ago Dartmouth, Nova Scotia, Canada 5 days ago Dartmouth, Nova Scotia, Canada 1 month ago Dartmouth, Nova Scotia, Canada 3 weeks ago Staff Product Manager, Consumer Account Management Business Development Account Manager, Generator and Critical Power Dartmouth, Nova Scotia, Canada 2 weeks ago Technical Specialist - Survey GeoSpatial Account Manager Dartmouth, Nova Scotia, Canada 10 hours ago Sales Account Manager | Security Systems Halifax, Nova Scotia, Canada $61,000.00-$119,000.00 4 days ago Were unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr
Job Title
Client Onboarding Fund Specialist (A minimum of 5 years’ experience in the funds