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Associate, Client Account Management, Fund Administration

Company Description

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 Description

The Associate 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.
  • Conducting 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.

Qualifications

  • 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.

Additional Information

At MUFG Investor Services, we are exceptionally proud of our approach to Hybrid Working. It enables the flexibility to thrive from wherever our employees work and, stay connected to their team and our culture. When we make Hybrid Working plans, we get to know the individual and pride ourselves in underpinning all our decisions with fairness and consistency.

MUFG Investor Services provides all of its employees with an extremely attractive compensation package. In addition to base salary, there is a group medical insurance scheme, group pension scheme, reimbursement of professional subscriptions, paid holidays and assistance towards gym memberships.

We thank all candidates for applying; however, only those proceeding to the interview stage will be contacted. If you are contacted for a job opportunity, please advise us of any accommodations needed to ensure fair and equitable access throughout the recruitment and selection process. All accommodation information provided will be treated as confidential and used only to provide an accessible candidate experience.

MUFG is an equal opportunity employer.

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What You Should Know About Associate, Client Account Management, Fund Administration, MUFG Investor Services

Are you ready to kickstart your career in client account management? At MUFG Investor Services in Kuala Lumpur, we're searching for an Associate, Client Account Management to join our dynamic team. In this role, you will play a vital part in delivering exceptional service to our clients in the investment management industry. Your day-to-day tasks will involve providing key administrative support to the Client Account Management Team, which includes preparing documents and presentations, managing client files, and updating account information. Imagine being part of a collaborative environment where your organizational skills are crucial for coordinating meetings and assisting in managing client accounts. You'll also have the chance to contribute ideas for improving our processes and enhancing client strategies! At MUFG, we believe in investing in our people. You'll have the opportunity for continuous learning and development while working within a diverse and inclusive workplace. We promote a healthy work-life integration, supported by our approach to hybrid working, allowing you the flexibility to thrive both in and out of the office. With a comprehensive compensation package that includes medical insurance and assistance with gym memberships, we are committed to your overall well-being. If you have a Bachelor's degree in a related field and possess excellent communication and organizational skills, then we invite you to imagine your future here at MUFG Investor Services, where your contributions are truly valued.

Frequently Asked Questions (FAQs) for Associate, Client Account Management, Fund Administration Role at MUFG Investor Services
What does an Associate in Client Account Management at MUFG Investor Services do?

The Associate in Client Account Management at MUFG Investor Services is responsible for providing administrative support that ensures seamless client service. This position involves preparing documents for client meetings, organizing client records, maintaining databases, and assisting client account managers in managing accounts effectively.

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What qualifications are needed for the Associate, Client Account Management position at MUFG Investor Services?

To apply for the Associate, Client Account Management role at MUFG Investor Services, candidates should have a Bachelor's degree in business administration, marketing, communications, or a related field. Proficiency in the MS Office Suite and excellent communication skills are also essential.

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How can the Associate in Client Account Management contribute to client service at MUFG Investor Services?

The Associate plays a crucial role by assisting in replying to client communications, scheduling appointments, and preparing key reports. Their input highlights opportunities for process improvements, which helps in delivering exceptional client service across MUFG Investor Services.

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What is the work culture like for an Associate at MUFG Investor Services?

At MUFG Investor Services, the work culture is collaborative and supportive, emphasizing teamwork and personal growth. Employees enjoy flexible hybrid working arrangements that contribute to a positive work-life balance. The company values continuous learning and encourages sharing ideas for operational efficiencies.

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What types of tasks can the Associate expect to perform at MUFG Investor Services?

Associates can expect to perform a variety of tasks including organizing client files, preparing presentations, updating account information, and compiling performance reports. This diverse range of responsibilities helps them develop well-rounded skills in account management.

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What benefits does MUFG Investor Services offer to Associates?

MUFG Investor Services offers an attractive compensation package that includes competitive salaries, medical insurance, pension schemes, paid holidays, and financial support for professional development. The company is dedicated to the personal well-being of its employees.

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Is previous experience required for the Associate, Client Account Management role at MUFG Investor Services?

While previous experience in a similar administrative role can be an asset, it is not strictly required. Candidates with strong organizational skills, attention to detail, and the ability to work in a fast-paced environment are encouraged to apply.

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Common Interview Questions for Associate, Client Account Management, Fund Administration
Can you describe your experience with client account management?

When answering this question, focus on specific examples where you managed client accounts or provided administrative support. Highlight any tools you used, the types of clients you dealt with, and the outcomes of your efforts.

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How do you prioritize tasks when you have multiple deadlines?

Explain your approach to task prioritization, including any tools or techniques you use, such as to-do lists or digital planners. Discuss how you communicate with your team in scenarios where deadlines may overlap.

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What strategies would you implement to enhance client communication?

Discuss the importance of clear and timely communication. You can mention tools or methods you believe could improve interactions, such as regular follow-ups, scheduled meetings, or proactive updates about their accounts.

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How do you ensure accuracy in your reports and documents?

Talk about your attention to detail and specific methods you employ to double-check your work, such as peer reviews or using checklists. Providing examples of past experiences where accuracy was crucial would also strengthen your response.

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What role does teamwork play in Client Account Management?

Emphasize the collaborative nature of client account management and how working together with peers contributes to effective client service. Share examples where teamwork led to successful outcomes in past experiences.

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How would you handle a dissatisfied client?

Speak to your conflict resolution skills and focus on listening to the client's concerns first. Describe steps you’d take to understand the issue fully and work towards a resolution, ensuring the client feels heard and valued.

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What tools or software are you familiar with that can aid in client account management?

Identify relevant software like CRM systems or database management tools you have experience with. Be sure to share how you've used these tools to improve efficiency and client satisfaction in previous roles.

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How do you stay motivated in a fast-paced work environment?

Share personal strategies you utilize to stay focused and productive under pressure. This could include setting personal goals, seeking feedback, or maintaining a positive mindset amid challenges.

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Describe a time when you identified a process improvement. What impact did it have?

Provide a specific example of a process you improved, the steps you took to implement changes, and the results achieved. Highlight how the improvement benefitted the team or the client.

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Why do you want to work for MUFG Investor Services?

Demonstrate your knowledge of MUFG’s values and how they align with your own career aspirations. Mention specific reasons such as the company's commitment to diversity, growth opportunities, or innovative approach to client services.

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EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
November 25, 2024

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