MUFG Investor Services

Financial Services

Associate,Nexus,InvestorDelivery(Fixedtermcontract)

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

“Associate, Nexus, Investor Delivery (Fixed term contract) at MUFG Investor Services. Skills: Investor Delivery, Fund administration, Client service. Set up investor profiles. Maintain investor profiles”

Industry & Context.

Financial Services

What They're Looking For.

Must Have

Diploma or Bachelor's degree in business related field, Experience in financial services, Experience in fund administration, Experience in asset management, Experience in banking, Experience in client service, Knowledge of Investor Services processes, Computer skills with Microsoft Office products

Nice to Have

Relevant experience in business related field, Knowledge of related functionalities, Existing client/customer service experience, Proficiency with Microsoft Excel

What You'll Do.

Set up investor profiles

Maintain investor profiles

Assist with FATCA/CRS service offering

Prepare wire payments

Prepare account transfer transactions

Prepare periodic fund activity reports

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 colleagues

Participate in team meetings

Support management in department initiatives

Support management in department projects

Support management in risk mitigation

How You'll Work.

Team & Collaboration

Positive team culture; Team check-in meetings

Communication Scope

Query responses

Free ATS check

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