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About the Role
MUFG Investor Services is seeking a professional to support the quality control review process of daily deliverables, manage client inquiries, and prepare ad hoc deliverables within established service level agreements. This role involves responding to queries, providing guidance to team members, and supporting management in department initiatives.
Responsibilities
- Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash
- Be a main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within Service level agreements, escalate any client or deliverable issues where required and appropriate
- Prepare ad hoc deliverables as defined in the service level agreements.
- Respond to queries from Clients, Investors, Fund Managers or internal MUFG Departments following a high-quality standard, and provide assistance and guidance to the team members in query responses
- Through experience, provide guidance to colleagues within the team in daily tasks, processes and deliverables
- Participate in regular team check-in meetings/calls sharing information, ideas and supporting colleagues in a positive team culture
- Support management in department initiatives, projects, risk mitigation
- Support and Promote MUFG's core values of Trust, Challenge & Empowerment, Passion for Clients and Openness and Honesty
Requirements
- Diploma or Bachelor's degree in a business related field preferred or relevant experience
- 0-2 years experience in financial services, fund administration, asset management, banking or client service
- Knowledge of Investor Services processes and related functionalities an asset
- Existing client/customer service experience would be ideal
- Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.
- University degree/Professional designation such as ACCA, CPA, CMA, etc will be considered as an asset
Skills
- Microsoft Office
- Microsoft Excel
Location
- Hybrid
Work Type
- Permanent
- Full Time
Experience Level
- Senior Associate
Education Level
- Diploma
- Bachelor's degree
- University degree
- Professional designation
Salary/Compensations
- CAD 63750 - CAD 93500 - yearly
About the Company
- MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, partnering with over 480 global investment firms to provide administration, asset services, banking and fund financing.
- We have 14 global locations and provide an exceptional hub of Brilliantly Different talent to thrive.
- We are one of the fastest-growing businesses at one of the world’s largest financial groups.
- We have a vibrant CULTURE, a Connected team, a Love of innovation, and laser client focus.