Act as a clients main point of contact throughout the onboarding process ensuring a productive rapport is established.
Project manage the onboarding of current 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 private equity real estate and debt fund mandates.
Work as part of a team on large onboarding projects.
Liaising with banks auditors brokers custodians and internal organizational groups 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 current 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.

Qualifications :
A minimum of 5 years experience in the Private Equity/Real Estate funds industry
Third Level qualification / College Under Graduate Degree desirable
Client focused with proven ability to manage client relationships
Experience within the Private Equity space
Project experience - Previous experience either leading or having a senior role in projects (client onboarding projects preferred)

Additional Information :

We are committed to using Artificial Intelligence (AI) tools responsibly and being transparent about what we do to build trust and confidence. At MUFG Investor Services we use AI tools to support our recruitment process by helping us understand how well candidates applications align with the requirements of the role.

All AI recommendations are reviewed by our recruitment team before any decisions are made.

More information on our use of AI tools is available in our Privacy Notice available to you as part of your application.

MUFG is an equal opportunity employer.

Remote Work :

No

Employment Type :

Full time

📌 Associate Director, Private Equity Fund Client Onboarding Specialist Toronto
🏢 MUFG Investor Services
📍 Toronto