Senior Associate Director, Client 360 (Client Relationship Management)Full time, Rank: Associate Director, Employment Type: Permanent Full Time, Compensation: CAD 90,000 – CAD 132,000 yearlyExperience something Brilliantly Different with a career with MUFG Investor Services.Who are we? MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, partnering with over 480 global investment firms to provide administration, asset services, banking, and fund financing.We’re in 14 global locations and provide an exceptional hub of brilliant talent.#LI-HybridIn the current asset servicing environment, clients look for service providers that provide core administration services and act as trusted advisors. The role creates a client‑centric culture within the company, focusing on client satisfaction by ensuring an enhanced service model is delivered to clients.ResponsibilitiesBuild robust relationships with client decision‑makers and operational teams. Develop and execute tailored client account plans and maintain a high level of client satisfaction and retention. Serve as the primary escalation and engagement point for client issues and queries.Manage SLA implementation and compliance, proactively address risks and issues, help resolve operational challenges and drive service improvements.Oversee client KPI reporting, host monthly/quarterly service calls, determine and report client RAG status, escalating internally when needed.Identify and close cross‑sell opportunities, support RFPs and business development. Oversee new funds and service onboarding, working with the client, onboarding team, and operations to ensure quality client experience.Analyze and drive actions to improve margin across the business, own commercial discussions, drive workforce planning and alignment with target operating models.



Monitor client billing and ensure any KPI breaches are remediated.Evaluate client requests and ensure due process is followed, triage and prioritize development and implementation, with appropriate cost management.Ensure incidents are proactively resolved and corrective actions are implemented timely to prevent recurrence.Coordinate board reporting co‑ordination, distribution and presentation and facilitate client due diligence (DDQs) requests.Contribute to global initiatives aimed at enhancing client experience and operational efficiency and other ad‑hoc tasks as assigned.QualificationsBachelor's degree in business administration, marketing, communications, or related field preferred.At least 7 years' experience in the fund administration or asset management industry managing client relationships.Demonstrated leadership and ability to effectively manage a team of accounting professionals.Excellent business acumen in the fund administration business and drivers of profitability.Exceptional client service ability to meet complex client requirements while maintaining organizational interests.Strong computer skills with Microsoft Office.In‑depth understanding of fund administration industry, including various fund structures, fee calculations, financial instruments, and fund offering documentation review.High level of problem solving and innovative thinking to develop solutions to complex problems.Experience with fund administration software (Geneva, Investran, Yardi, Mantra) beneficial.Ability to work independently and as part of a team in a fast‑paced environment.BenefitsOur vibrant culture and connected team provide next‑level learning & development opportunities and a flexible hybrid working model.At MUFG Investor Services, we use Artificial Intelligence (AI) 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.#J-18808-Ljbffr

📌 Senior Associate Director, Client 360 (Client Relationship Management) - C$90,000 - C$132,000 A Year (Winnipeg)
🏢 MUFG Investor Services
📍 Winnipeg