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About the Role
This is a senior client-facing role for a Fund Services professional who combines strong industry knowledge with commercial acumen, relationship management and the ability to navigate complex client and stakeholder environments. You'll take end-to-end ownership of key client relationships, working closely with Client Service Managers, Operations, Transition, Technology and other internal teams to deliver high-quality outcomes for clients.
Responsibilities
- Manage a portfolio of strategic Fund Services client relationships.
- Act as a senior point of contact and escalation for complex client matters.
- Build trusted relationships with senior client stakeholders and understand their business needs.
- Lead client service reviews and strategic client discussions.
- Manage client expectations and ensure services are delivered against agreed SLAs, KPIs and contracts.
- Lead negotiations relating to contracts, SLAs, fee schedules and service arrangements.
- Partner with internal teams to resolve issues and deliver client initiatives effectively.
- Identify opportunities for additional services, new mandates and revenue growth.
- Monitor client profitability and develop a strong understanding of revenue and servicing costs.
- Provide reporting and insights to senior stakeholders on client engagement and service delivery.
- Identify opportunities for process improvement and contribute to strategic projects and initiatives.
- Coach and support colleagues, contributing to a strong client service culture.
Requirements
- Significant experience in Fund Services, with a strong understanding of Fund Administration, Custody and Transfer Agency.
- Proven experience managing complex client relationships within financial services.
- Strong commercial acumen, including experience with fees, contracts, SLAs and client profitability.
- Excellent negotiation, communication and presentation skills.
- Strong stakeholder management skills and the ability to work effectively across multiple business units.
- A solutions-focused approach, with the ability to take ownership of complex issues and drive them through to resolution.
- Strong understanding of financial markets and Fund Services products and solutions.
- Leadership capability, including experience coaching or mentoring others.
- Strong business awareness and the ability to understand both client and organisational priorities.
- A proactive, adaptable and collaborative approach, with the ability to operate effectively in a changing environment.
Skills
- Fund Administration
- Custody
- Transfer Agency
- Commercial Acumen
- Relationship Management
- Negotiation
- Communication
- Presentation
- Stakeholder Management
- Financial Markets
- Fund Services Products
- Leadership
- Business Awareness
Location
- Sydney
- Melbourne
Work Type
- Full-Time
- Hybrid
Experience Level
- Senior
Education Level
- Tertiary qualification in Business, Finance, Accounting, Commerce, Financial Markets or a related discipline is preferred.
Benefits
- Paid parental leave
- Salary sacrificing via superannuation
- Employee discounts, including health insurance
- Volunteer and Wellbeing Leave
- Learning and career development opportunities
About the Company
- Join a global financial services organisation and specialist Fund Solutions business, working with a diverse portfolio of clients and stakeholders.
- We offer exposure to key Fund Services clients and strategic initiatives.
- We’re proud to have created a supportive and inclusive environment that values diversity, flexibility and blended working.
- We’re open and transparent and genuinely value the health and wellbeing of our people.
- Joining MUFG Pension & Market Services means becoming part of an organisation that supports continuous learning and development, providing opportunities to build your expertise and progress your career.
- MUFG Pension & Market Services is a global, digitally enabled business that empowers a brighter future by connecting millions of people with their assets – safely, securely and responsibly.
- Through our two businesses MUFG Retirement Solutions and MUFG Corporate Markets, we partner with a diversified portfolio of global clients to provide robust, efficient and scalable services, purpose-built solutions and modern technology platforms that deliver world class outcomes and experiences.
- A member of MUFG, a global financial group, we help manage regulatory complexity, improve data management and connect people with their assets, through exceptional user experience that leverages the expertise of our people combined with scalable technology, digital connectivity and data insights.