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Associate Director, Client Onboarding Specialist- Private Equity at MUFGInvestorServices
MUFGInvestorServicesToronto, ON, ca·9h ago
SeniorFull-time
Salary Range
$43,095 - $58,305 /year
This salary is estimated based on similar roles. The actual salary may vary.
You Will:
• Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.
• Project manage the onboarding of new client/fund launches and conversions.
• Coordinate hand off from Sales Team to Client Integration Team.
• Prepare administration agreements (based on existing templates) and ensure same are presented, reviewed and signed off by appropriate parties.
• Act as a subject matter expert on internal MUFG systems across traditional, hedge and private equity mandates.
• Work as part of a team on large onboarding projects.
• Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV to ensure smooth set-up of communication channels, accounts, systems, due diligence.
• Provide expertise, direction and leadership to members of the operations team.
• Perform and review internal accounting and shareholder service system set-ups.
• Respond to clients ensuring superior customer service is provided.
• Work well with internal stakeholders to ensure smooth on-boarding of new funds.
• Aid other organizational efforts / initiatives as required to support the roll out of new products and banking services.
• Ensure full compliance with ISAE/SOC standards relating to the onboarding or conversion of new funds.
• Ensure internal checklists are completed and signed off.
• Ad hoc tasks, as required.
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About MUFGInvestorServices
MUFG Investor Services is a global financial services company that provides comprehensive investment and wealth management solutions. As part of the Mitsubishi UFJ Financial Group (MUFG), one of the world's largest financial institutions, the company leverages its extensive resources and expertise to serve institutional and high-net-worth clients. Established as part of MUFG's broader financial ecosystem, it operates in multiple international markets, offering a wide range of services to support investors' financial goals and asset management needs. The company's origins are rooted in the long-standing legacy of the Mitsubishi and UFJ banking groups, which have a history spanning over a century in Japan and beyond. The company's main products and services include custody, asset servicing, fund administration, and investment management solutions. Key features of its offerings include robust security measures, advanced technology platforms, and personalized advisory services tailored to meet the diverse needs of its clients. MUFG Investor Services caters to a broad audience, including pension funds, insurance companies, hedge funds, and individual investors seeking reliable and scalable financial solutions. Its services are designed to ensure efficiency, transparency, and compliance with global regulatory standards, making it a trusted partner for clients across various asset classes and geographies. Notably, the company has achieved significant milestones in expanding its global footprint and enhancing its technological capabilities, solidifying its position as a leader in the asset servicing industry. Its unique value proposition lies in its ability to combine the stability and reputation of the MUFG group with innovative financial solutions that address the evolving needs of the modern investor.
