Client Onboarding Fund Specialist

Roles & Responsibilities

Job desciption

• Project manage the onboarding of new client / fund launches and conversions.
• Coordinate hand off from Sales Team to Client Integration Team.
• Act as the client’s main point of contact throughout the onboarding process, ensuring productive rapport is established
• 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.
• 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.

Qualifications

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Due Diligence

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HTML

PRINCE2

Architects

Private Equity

Customer Success

Agile Methodology

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