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Added 29 mins ago
BC
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MUFG Investor Services

Associate, Investor Delivery

Halifax, NS, Canada

Full-time

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Applications open in a new tab.

Job details

Job type: Full-time
Experience: 0-2 years' experience in financial services, fund administration, asset management, banking or client service
Posting language: English
Posted: Nov 4, 2026

Original job description

Company Description

About MUFG Investor Services

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

Job Description

Reporting to the Associate Director, Investor Delivery, a list of your responsibilities will include:

Complete daily deliverables, with quality while following company and department policies and procedures relating to investor registration, dealing, reporting and cash.
Strive 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.
Perform allocated daily tasks, processes and deliverables with accuracy and quality.
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, Openness and Honesty.

Qualifications

Diploma or Bachelor's degree in a business-related field preferred or relevant experience
0-2 years' 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

Additional Information

What’s in it for you to join MUFG Investor Services? 

Take a look at our careers site and you’ll find everything you’d expect from a career with the fastest-growing business at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways. Our vibrant CULTURE. Connected team. Love of innovation, laser client focus, and next-level LEARNING & DEVELOPMENT. Oh, 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.

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.

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

MUFG is an equal opportunity employer.

Rank: Associate

Employment Type: Permanent Full Time

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More about this job

Responsibilities

The Associate will manage daily investor registration, dealing, reporting, and cash deliverables while ensuring quality and adherence to company policies. They will also respond to client queries and support management in department initiatives and risk mitigation efforts.

Requirements

Candidates should have a diploma or bachelor's degree in a business-related field and 0-2 years of experience in financial services or fund administration. Strong communication skills and a commitment to high-quality client service are essential for this role.

Skills

Fund administration
Investor services
Client service
Asset management
Banking
Data accuracy
Risk mitigation
Reporting
Cash management
Communication
Team collaboration

Benefits

Hybrid working
Learning and development

Visa sponsorship

Not detected in the job text

Keywords

Investor Delivery
Fund Administration
Asset Servicing
Financial Services
Banking
Client Service
Risk Mitigation
Regulatory Services
Investment Management
Investor Registration
Cash Management
Reporting
Operational Solutions
MUFG
Hybrid Working

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