About the job
Key Responsibilities:
- Serve as the primary liaison for clients during the onboarding journey, fostering strong, productive relationships.
- Oversee the project management of new client and fund launches, ensuring smooth transitions and conversions.
- Facilitate the handoff process from the Sales Team to the Client Integration Team.
- Draft and finalize administration agreements utilizing existing templates, ensuring timely presentation and approval from relevant stakeholders.
- Act as an expert resource on MUFG’s internal systems related to traditional, hedge, and private equity mandates.
- Collaborate with team members on large onboarding initiatives, ensuring all aspects are executed efficiently.
- Engage with banks, auditors, brokers, custodians, and internal departments (e.g., compliance) to establish effective communication channels and due diligence processes.
- Provide guidance and leadership to the operations team, enhancing overall effectiveness.
- Conduct and verify internal accounting and shareholder service system setups.
- Deliver exceptional client service, responding promptly to client inquiries.
- Coordinate with internal teams to facilitate the onboarding of new funds seamlessly.
- Support organizational initiatives as necessary to assist in the launch of new products and banking services.
- Ensure compliance with ISAE/SOC standards during the onboarding or conversion of new funds.
- Complete and verify internal checklists to ensure all processes are documented and approved.
- Perform additional tasks as required.
#LI-Hybrid