Job Description

Reporting to the Associate Director, Investor Operations, your responsibilities will include:

- Support the quality control review process of daily deliverables following company and department policies and procedures relating to investor registration, dealing, reporting and cash.
- Serve as the main contact for daily client inquiries and deliverables within your team, striving to complete deliverables within service level agreements and escalating any client or deliverable issues where required.
- 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 team members in query responses.
- Provide guidance to colleagues within the team on daily tasks, processes and deliverables through experience.
- 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, and risk mitigation.
- Support and promote MUFG’s core values of Trust, Challenge & Empowerment, Passion for Clients,



and Openness and Honesty.

Qualifications

Required:

- Diploma or Bachelor’s degree in a business‑related field preferred, or relevant experience.
- 0–2 years of experience in financial services, fund administration, asset management, banking or client service.
- Knowledge of Investor Services processes and related functionalities is an asset.
- Existing client/customer service experience would be ideal.
- Computer skills with strengths in Microsoft Office products; proficiency with Microsoft Excel is an asset.
- University degree or skilled designation such as ACCA, CPA, CMA, etc. will be considered an asset.

Additional Information

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted.

At MUFG Investor Services, we use Artificial Intelligence tools to help identify skills and experience that align with role requirements. All AI recommendations are reviewed by our recruitment team before any decisions are made.

This role is being hired to fill an existing vacancy.

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📌 Senior Associate, Nexus, Investor Delivery - Private Equity (Halifax Regional Municipality)
🏢 MUFG Investor Services
📍 Halifax Regional Municipality