Investor Delivery Associate at MUFG

Join MUFG Investor Services as an Investor Delivery Associate focused on providing high-quality client support. This role develops skills in investor services, client inquiries, and quality control review.

Reporting to the Associate Director of Investor Operations, you will be pivotal in daily deliverables management, ensuring they meet service level agreements. You will interact with clients, fund managers, and internal departments while guiding team members in query responses. Additionally, you will participate in team meetings, contribute to department initiatives, and promote MUFG's core values.

Key Responsibilities:

• Support quality control for daily investor deliverables

• Serve as daily client inquiry contact for your team

• Prepare ad-hoc deliverables per service agreements

• Respond to client and internal queries promptly

• Provide guidance on team tasks and processes

Requirements:

• Diploma or Bachelor’s in a business-related field

• 0–2 years in financial services or client service

• Knowledge of investor services processes preferred

• Proficiency in Microsoft Office, especially Excel

• University degree or professional designation is an asset

Elevate your career in financial services with MUFG, focusing on client inquiries and quality deliverables.
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