Senior Associate, Nexus, Investor Delivery - Private Equity

MUFG Investor Services•Toronto, ON

5d•CA$63,750 - CA$93,500

About The Position

This is a newly created position within MUFG Investor Services, a part of Mitsubishi UFJ Financial Group. The role reports to the Associate Director, Investor Operations and involves supporting the quality control review process of daily deliverables, acting as a main contact for client inquiries, preparing ad hoc deliverables, and responding to queries from various stakeholders. The position also involves providing guidance to team members, participating in team meetings, and supporting department initiatives and core values.

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
Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.

Nice To Haves

Knowledge of Investor Services processes and related functionalities an asset
Existing client/customer service experience would be ideal
University degree/Professional designation such as ACCA, CPA, CMA, etc will be considered as an asset

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