Senior Associate Director, Client Operations, Fund Administration

As a Senior Associate Director in Client Operations at MUFG Investor Services, you will manage client relationships, resolve inquiries, and supervise a team of accountants. Key responsibilities include ensuring the accuracy of deliverables, overseeing audits, and maintaining high client satisfaction levels, all while focusing on operational controls and continuous process improvement.

To qualify for the Senior Associate Director, Client Operations position at MUFG Investor Services, candidates should have a post-secondary degree concentrating on finance or accounting, along with at least 6 years of experience in fund administration. Management experience and proficiency in Microsoft Excel are essential, while a professional accounting designation is a desirable asset.

Essential skills for the Senior Associate Director role at MUFG Investor Services include strong client service orientation, high proficiency in Excel, familiarity with fund administration concepts, and excellent leadership qualities. Additionally, creativity in solving operational challenges and a willingness to embrace new technologies are vital for success.

Candidates can expect a vibrant and connected culture at MUFG Investor Services, where innovation and client focus are paramount. The company promotes teamwork and strives to defy expectations, making it an exciting environment for professionals looking to make a meaningful impact.

The Senior Associate Director at MUFG Investor Services plays a crucial role in strategic decision-making, overseeing client deliverables, managing risks, and optimizing team dynamics. By ensuring the delivery of high-quality services, this position directly impacts client satisfaction and organizational success.

Prioritization is key in a fast-paced environment. I assess tasks based on urgency and impact on client satisfaction. I categorize issues and work with my team to set clear deadlines, ensuring that critical deliverables are addressed first while maintaining communication with clients.

In my previous roles, I've built strong relationships by actively listening to client needs, addressing concerns promptly, and exceeding expectations. I believe in maintaining open lines of communication and regularly seeking feedback to enhance our services.

I promote an inclusive culture by recognizing individual strengths and creating opportunities for cross-training. By establishing clear goals and fostering open dialogue, I ensure that all team members feel valued and engaged while achieving collective objectives.

I approach client complaints with empathy and urgency. I would listen to their concerns, ensure I fully understand the issue, and work to resolve it swiftly. Keeping the client updated throughout the process is essential to rebuilding trust.

I have experience with various fund accounting software, including Geneva and Investran. I'm adaptable and quickly learn new systems, which allows me to implement efficient processes and ensure timely deliverables.

I ensure compliance with operational controls by implementing rigorous checklists and conducting regular audits of our processes. I emphasize the importance of following established guidelines to my team and provide training when necessary.

I believe in recognizing achievements, providing constructive feedback, and offering professional development opportunities. Each team member wants to see their contributions valued, which fosters alignment with both individual and organizational goals.

I actively subscribe to industry publications, attend webinars, and participate in professional networks. Staying informed about regulatory changes and advances in technology allows me to bring fresh insights to my role.

Technology is vital for streamlining processes and enhancing accuracy. I continuously evaluate new tools that can improve efficiency, encourage automation of repetitive tasks, and ultimately free up my team to focus on higher-value activities.

During peak periods, I maintain a level head by systematically prioritizing tasks and delegating where possible. I also encourage my team to communicate openly about workloads and challenges, fostering a supportive environment.