Investor Operations Associate at MUFG

Join MUFG Investor Services as an Investor Operations Associate to enhance your skills in client service and fund operations. Thrive in a hybrid environment by processing investor transactions and ensuring compliance.

As part of the Investor Operations team, you will play a critical role in managing investor accounts, executing fund transactions, and maintaining accurate records. Your contributions will ensure smooth operations while providing exceptional client service, addressing inquiries, and collaborating with internal teams.

Key Responsibilities:

• Execute investor subscriptions, redemptions, and transfers accurately

• Maintain current investor records while ensuring regulatory compliance

• Respond to client inquiries and resolve issues promptly

• Collaborate with internal teams on investor account concerns

• Participate in team meetings to share insights and support colleagues

Requirements:

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

• 1+ years of experience in financial services or client service

• Knowledge of Investor Services processes is a plus

• Strong skills in Microsoft Office and Excel

• Previous customer service experience preferred

Elevate your career in a dynamic, supportive environment at MUFG Investor Services.
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