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About the Role

Provide expert day-to-day advice to clients on share plan events and onboarding new clients. Develop and maintain client relationships, communicate client needs to operational teams, and understand client challenges and goals. Support the expansion and implementation of new initiatives and services.

Responsibilities

Plan client event projects for Share Plans Advisory and communicate event parameters to key business areas.
Handle enquiries from clients, advisors and other business contacts.
Support Executives within the team by attending client and advisor project meetings, in addition to participating in project conference calls.
Draft and oversee the preparation and mailing of shareholder invitations or result documents.
Ensure management information records are maintained and support client feedback surveys.
Support colleagues in day-to-day duties, helping to develop and maintain strategic relationships and implement new initiatives.
Draft agreements with clients and initiate the proofing and printing of documents.
Identify bank accounts to be opened and oversee the issue of client invoices.
Review and provide comments on a variety of documents.
Work with data and set up core systems and portals to facilitate the administration, handling and employee experience for share plan events.

Requirements

Demonstrable Share Plans knowledge and experience.
Exceptional verbal and written communication skills, with the ability to actively listen.
Attention to detail and accuracy.
Ability to build and maintain relationships with a variety of internal and external stakeholders and clients.
Strong PC skills, particularly an excellent working knowledge of Microsoft Excel and Microsoft Word.
Self-motivation, exceptional time management, and ability to multitask.
Strong customer service ethic, with a passion for supporting colleagues and clients.
Pro-active, highly self-motivated personality, a fast learner with the drive and desire to succeed.
Great interpersonal skills, with the ability to work well as part of a team or on your own initiative.
Ability to explain complex information in simple terms, amending delivery style as needed.
Excellent negotiation skills, with the ability to solve problems and handle complaints.

Skills

Share Plans knowledge
Verbal communication
Written communication
Active listening
Attention to detail
Accuracy
Relationship building
Stakeholder management
Client management
Microsoft Excel
Microsoft Word
Time management
Multitasking
Customer service
Interpersonal skills
Teamwork
Initiative
Problem solving
Negotiation

Location

London

Work Type

Hybrid
Full-time

Experience Level

Associate

Benefits

26 days annual leave
Wellbeing day
Volunteer day
Bank holidays
Opportunity to buy up to 5 days’ extra annual leave each year
Parental leave
Gender Transition leave
Health, wellbeing and lifestyle rewards and discounts
Retail and socialising discounts
Travel and technology discounts
Cycle2work scheme
Gym and fitness subscriptions
Car Salary Sacrifice scheme
Appreciate programme (Employee recognition)
Company Pension Scheme
Life Assurance
Employee Assistance Programme
Talent Referral Programme
Medical insurance
Learning & Development opportunities
Self-paced learning
Access to LinkedIn Learning

About the Company

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 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.
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.
Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders, including shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications.
We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.
Our teams combine industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology.
MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture built on an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
We are an inclusive employer who encourages, supports, and values the various talents and perspectives of our people and promote a flexible and blended work environment.
We know that diversity drives better client outcomes, continuous improvement, and growth.

Equal Opportunity

We treat all individuals fairly and equitably and do not discriminate on the basis of diverse characteristics including, but not limited to gender, gender identity, sexual orientation, age, ethnicity, cultural background, physical abilities/disabilities, religious or political belief, marital or family status or carers responsibilities.
Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services.
Successful applicants will be required to complete background screening prior to commencement of employment.