Senior Transfer Agency Specialist

Posted 10 Days Ago
Be an Early Applicant
Limassol, CYP
Hybrid
Senior level
Financial Services
We are a global leader in asset servicing and operational transformation—built for alternatives.
The Role
Supports transfer agency operations including investor onboarding, subscriptions, redemptions, transfers, and record maintenance. Reviews transactions for accuracy and control compliance, resolves client and investor queries, investigates operational issues, and supports risk mitigation. Guides team members, assists with workload management, and contributes to process improvements and operational initiatives that enhance efficiency and client experience.
Summary Generated by Built In
Company Description

About MUFG Investor Services

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody, business consulting, and more. Operating from 17 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial institutions with approximately $3 trillion in assets, we combine deep expertise with the strength and stability of a leading financial institution. To learn more, visit us at www.mufg-investorservices.com.

Job Description

  • Support the day-to-day delivery of transfer agency services, including investor onboarding, subscriptions, redemptions, transfers, and investor record maintenance.
  • Review operational activities to ensure transactions are processed accurately, on time, and in line with internal controls and procedures.
  • Act as a key point of contact for clients, investors, and internal teams, providing a high standard of service and resolving queries efficiently.
  • Monitor and investigate operational issues, ensuring risks and exceptions are identified and addressed promptly.
  • Support and guide team members, sharing knowledge and assisting with workload management and problem solving.
  • Contribute to process improvements, projects, and initiatives that enhance efficiency, controls, and the overall client experience.

Qualifications

  • University degree
  • Experience in transfer agency, fund administration, or a similar financial services environment would be considered advantage
  • Understanding of investor servicing and fund operations would be considered advantage 
  • Strong communication, organizational, and problem-solving skills.
  • Ability to review work, manage priorities, and support junior team members.
  • Client-focused with a proactive approach to continuous improvement.

 

Additional Information

What’s in it for you to join MUFG Investor Services? 

Take a look at our careers site and you’ll find everything you’d expect working with one of the fastest-growing businesses at one of the world’s largest financial groups. Now take another look. Because it’s how we defy expectations that really defines us. You’ll feel that difference in all kinds of ways.  Our vibrant CULTURE. Connected team. Love of innovation, laser client focus. 

So, why settle for the ordinary?  Apply now for your next Brilliantly Different opportunity. 

 

Skills Required

  • University degree
  • Strong communication, organizational, and problem-solving skills
  • Ability to review work, manage priorities, and support junior team members
  • Client-focused approach and commitment to continuous improvement
  • Experience in transfer agency, fund administration, or a similar financial services environment
  • Understanding of investor servicing and fund operations

MUFG Investor Services Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MUFG Investor Services and has not been reviewed or approved by MUFG Investor Services.

  • Healthcare Strength — Comprehensive medical, dental, and vision coverage alongside dedicated mental‑health support is part of the package. U.S. plan depth is indicated by multiple carrier options and other standard large‑employer elements.
  • Leave & Time Off Breadth — Generous PTO in some locations and a wide range of family and caregiving leaves (maternity, parental, adoptive, carer) are emphasized. Paid volunteer days and hybrid/flexible work further support time off and balance.
  • Strong & Reliable Incentives — Bonus potential is present, with references to a “nice bonus” and performance‑linked bonuses as part of total rewards. These incentives can meaningfully supplement cash compensation for some roles.

MUFG Investor Services Insights

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The Company
HQ: New York, NY
1,267 Employees

What We Do

MUFG Investor Services is a trusted partner to many of the world’s largest public and private funds, providing asset servicing and operational solutions built for alternatives. With over $1 trillion in client assets under administration, we offer fund administration, business process outsourcing, banking, payments, fund financing, foreign exchange overlay, corporate and regulatory services, custody and depositary solutions, business consulting, and more. Operating from 16 locations worldwide, we help clients mitigate risk, enhance efficiency, and navigate the operational complexities of today’s investment management landscape. As a division of Mitsubishi UFJ Financial Group (MUFG), one of the world’s largest financial groups with approximately $3 trillion in assets, we combine deep expertise with global scale. To learn more, visit us at www.mufg-investorservices.com.

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