Senior Associate, Investor Operations- Private Equity
MUFG Investor Services
- Halifax, NS
- Permanent
- Full-time
- 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
- 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
- Diploma or Bachelor's degree in a business related field preferred or relevant experience
- 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.