Reporting to the Associate Director, you will:
- Perform daily quality checks on key operational tasks such as investor onboarding, trade processing, reporting, and cash movements to ensure accuracy and compliance with internal policies.
- Act as a primary point of contact for clients by handling day-to-day queries (via email or calls), ensuring requests are resolved within agreed service timelines (SLAs), and escalating issues when needed.
- Respond to queries from clients, investors, fund managers, and internal teams, ensuring clear, accurate, and professional communication; support colleagues in drafting and reviewing responses where required.
- Guide and support team members in completing daily operational tasks, sharing knowledge and helping resolve issues based on prior experience.
- Participate in regular team meetings to discuss workload, highlight risks or issues, and share updates or process improvements.
- Assist management with ongoing projects, process improvements, and risk mitigation activities alongside daily responsibilities.
- Consistently demonstrate company values in daily interactions with clients and colleagues.
Diploma or Bachelor's degree in a business related field preferred or relevant experience
3-4 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
What’s in it for you to join MUFG Investor Services?
Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus.
So, why settle for the ordinary? Apply now for your next Brilliantly Different opportunity.
We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.