MUFG Investor Services

Financial Services

Associate,Genesis,InvestorTradingOperations

CA$55–75k ~AI est. Halifax, Nova Scotia, Canada FULL TIME
The Brief

“Associate, Genesis, Investor Trading Operations at MUFG Investor Services. Skills: Investor Operations, Client service. Process investor subscriptions. Process redemptions”

What You'll Achieve.

Ensure seamless fund operations; Striving to complete deliverables within Service level agreements

Industry & Context.

Financial Services

What They're Looking For.

Must Have

1+ years’ experience, Diploma or Bachelor degree

Nice to Have

Knowledge of Investor Services processes, Proficiency with Microsoft Excel, business-related field or related experience, financial services, fund administration, asset management, banking or client service experience, Existing client/customer service experience

What You'll Do.

Process investor subscriptions

Support quality control review

Maintain up-to-date investor records

Ensure data integrity

Ensure compliance with regulatory requirements

Be main contact for daily client inquiries

Complete deliverables within Service level agreements

Escalate client or deliverable issues

Collaborate with internal teams

Address investor inquiries

Resolve issues promptly

Respond to queries from Clients

Respond to queries from Investors

Respond to queries from Fund Managers

Respond to queries from internal MUFG Departments

Provide assistance to team members

Provide guidance to team members

Work with Line Manager on testing

Work with Line Manager on change requests

Work with Line Manager on adoption of new

Participate in regular team check-in meetings

How You'll Work.

Team & Collaboration

internal teams; client services; fund accounting; team members; colleagues

Communication Scope

Client inquiries; Client queries

Free ATS check

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