Associate, Client Account Management, Fund Administration
2 weeks ago
- Full-time
- Rank: Associate
- Employment Type: Permanent Full Time
MUFG Investor Services provides asset servicing solutions to the global investment management industry. Leveraging the financial and intellectual capital of MUFG – one of the largest banks in the world with $2.8 trillion in assets – we provide clients access to a range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking services.
With a diverse and dynamic network of offices across the globe, MUFG Investor Services provides challenging and rewarding careers. We achieve this by offering continuous learning and development, collaborative team work environment, promotion of work-life integration, and exposure to a wide variety of work.
Imagine your future at MUFG Investor Services where you can grow professionally, in a diverse and inclusive workplace that rewards your contribution.
Job DescriptionThe Associate's primary responsibility will be to provide administrative assistance to the Client Account Management Team and will play a crucial role in delivering exceptional services to our clients. You will be responsible for assisting with various tasks related to client communication, account management, and administrative duties. A partial list of responsibilities and skills includes:
- Provide administrative support to the client account managers, including preparing documents, reports, and presentations.
- Organize and maintain client files, records, and databases.
- Assist in managing client accounts, including updating account information.
- Preparation of key performance indicators reports.
- Coordinate and schedule client meetings and appointments.
- Work closely with the client account managers to ensure all client needs are met efficiently and effectively.
- Identify and highlight opportunities for internal process improvement and increase in efficiency.
- Conduct research and analysis to support the development of client strategies.
- Participate in team meetings and contribute ideas for improving client services and operational efficiency.
- Perform other duties as assigned and incidental to the work described above.
- Bachelor's degree in business administration, marketing, communications, or related field preferred.
- Excellent communication skills, both verbal and written.
- Strong organizational and time management skills with the ability to prioritize tasks effectively.
- Proficiency in MS Office Suite (Word, Excel, PowerPoint) and CRM software.
- Attention to detail and a commitment to delivering high-quality work.
- Ability to work independently and part of a team in a fast-paced environment.
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