Associate, Transfer Agency
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Job Location:
Monthly Salary:
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
We are seeking a detailoriented professional to support the smooth and accurate operation of our Transfer Agency this role you will manage key investorservicing processes maintain highquality records and collaborate across teams to deliver a superior client experience. What Youll Do
Investor Transaction Processing
Execute core Transfer Agency activities including processing investor subscriptions redemptions and transfers accurately and on time. Support quality control reviews to ensure all deliverables align with internal policies procedures and regulatory standards.
Investor Recordkeeping
Maintain accurate and compliant investor records ensuring data integrity across all systems. Monitor updates and changes to ensure all information is complete current and auditready.
Client & Investor Support
Serve as a primary point of contact within the team for daily client investor and fund manager inquiries. Work within agreed service levels escalate issues when needed and ensure prompt professional resolutions.
CrossFunctional Collaboration
Work closely with internal teamsincluding Client Services Fund Accounting and other MUFG departmentsto address investor queries and resolve operational matters efficiently. Provide guidance and support to team members to uphold high service standards.
Process Improvement & Technology Adoption
Collaborate with your Line Manager on testing change requests and the implementation of new technologies designed to enhance Transfer Agency operations and service delivery.
Living Our Values
Support and promote MUFGs core values: Trust Challenge & Empowerment Passion for Clients and Openness & Honesty.
Qualifications :
- Similar experience in financial services fund administration asset management banking or client service.
- Knowledge of Investor Services processes and related functionalities will be considered an asset.
- Computer skills with strengths in Microsoft Office products. Proficiency with Microsoft Excel would be an asset.
Additional Information :
Whats in it for you to join MUFG Investor Services
Take a look at our careers site and youll find everything youd expect from a career with the fastest-growing business at one of the worlds largest financial groups. Now take another look. Because its how we defy expectations that really defines us. Youll feel that difference in all kinds of vibrant CULTURE. Connected team. Love of innovation laser client focus and next-level LEARNING & and we really walk the talk when it comes to HYBRID WORKING.
So why settle for the ordinary Apply now for a Brilliantly Different career.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Sales Experience
- B2B Sales
- Marketing
- Financial Services
- Customer Services
- Management Experience
- Redmine
- Agency Management
- Home Care
- Outside Sales
- Sales Management
- Recruiting
About Company
Were more than just fund administration. Our offerings include a scope of solutions not historically provided by asset servicing companies. From fund financing to subscription lines of credit, securities lending, foreign exchange (FX) services, consulting services and beyond, we help ... View more
