Associate Director, Client Onboarding Specialist- Private Equity job opportunity at MUFG Investor Services.

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Date2026-04-08T20:58:47.491Z bot
MUFG Investor Services Associate Director, Client Onboarding Specialist- Private Equity
Experience: General
Pattern: Full-time
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Client Onboarding Specialist- Private Equity

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loacation Toronto, Ontario, Canada
loacation Toronto, Ontar..........Canada
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Job DescriptionYou Will:Act as a client’s main point of contact throughout the onboarding process, ensuring productive rapport is established.Project manage the onboarding of new 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 traditional, hedge and private equity mandates.Work as part of a team on large onboarding projects.Liaising with banks, auditors, brokers, custodians and internal organizational groups such as compliance and MOV 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 new 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.Ad hoc tasks, as required.

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