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Associate, Investor Trading Operations at MUFG | Halifax

Hybrid Full-time

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Experience Level

Experience

Qualifications

Preferred: Diploma or Bachelor's degree in a business-related field, or equivalent relevant experience. Minimum of 1 year of experience in financial services, fund administration, asset management, banking, or client service. Familiarity with Investor Services processes and functionalities is an advantage. Previous client/customer service experience is highly desirable. Proficient in Microsoft Office, particularly Excel.#LI-Hybrid

About the job

Join the Investor Operations team at MUFG Investor Services, where you'll play a vital role in delivering exceptional client service and ensuring compliance with company policies and procedures.

As an Associate in Investor Trading Operations, you will manage and execute a variety of functions related to investor transactions, ensuring smooth fund operations. Your key responsibilities will include:

  • Accurately processing investor subscriptions, redemptions, and transfers, while supporting the quality control review of daily deliverables in line with company policies.
  • Maintaining thorough and accurate investor records to uphold data integrity and comply with regulatory standards. Act as a primary contact for client inquiries and ensure timely completion of deliverables within established service level agreements.
  • Fostering collaboration with internal teams, including client services and fund accounting, to quickly address investor concerns and resolve issues. Provide high-quality responses to queries from clients, investors, fund managers, and internal departments while supporting team members in query management.
  • Partnering with your Line Manager on testing, change requests, and leveraging new technologies to enhance service offerings.
  • Participating in regular team meetings to share insights, ideas, and foster a supportive team culture.
  • Embracing and promoting MUFG’s core values of Trust, Challenge & Empowerment, Passion for Clients, and Openness and Honesty.

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About MUFG Investor Services

MUFG Investor Services is a premier partner for some of the largest public and private funds globally, offering comprehensive asset servicing and operational solutions tailored for alternative investments. With over $1 trillion in client assets under administration, we provide a wide range of services including fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, and business consulting. Operating from 17 locations worldwide, we empower clients to mitigate risks, enhance operational efficiency, and navigate the complexities of the investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world's leading financial institutions with approximately $3 trillion in assets, we combine extensive expertise with the strength and stability of a trusted financial institution. Discover more at www.mufg-investorservices.com.#LI-Hybrid

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