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About the Role
MUFG Pension & Market Services is seeking a Client Relationship Manager to build strong client partnerships and support the delivery of high-quality services across our Corporate Markets business. This is a varied, hands-on role combining client relationship management with operational coordination and administration, responsible for managing client needs, coordinating service delivery, resolving queries, and ensuring key projects and deliverables are completed accurately and on time. Working closely with internal teams, you will help maintain client satisfaction, identify opportunities to strengthen relationships, and support the effective delivery of services in a regulated financial services environment. This opportunity will suit someone with financial services experience who enjoys working directly with clients while remaining closely involved in the operational detail.
Responsibilities
- Build and maintain strong relationships with clients, understanding their needs and managing expectations.
- Act as a key point of contact for client enquiries, issues and service requests, ensuring timely resolution.
- Identify opportunities to strengthen client relationships, support client retention and contribute to revenue growth through additional services.
- Participate in client meetings, account planning, fee discussions and service level agreement reviews.
- Coordinate client projects, mailings and key annual events, including Annual General Meetings (AGMs).
- Work closely with internal teams to ensure services are delivered accurately, efficiently and within agreed timeframes.
- Monitor client queries, complaints and service delivery against agreed service levels.
- Follow established procedures and operational controls to manage risk and maintain service quality.
- Assist with client invoicing, expense recovery and debtor management.
- Partner with Client Relationship Associate's, operational teams and other internal stakeholders to deliver a consistent client experience.
- Ensure services are delivered in line with contractual obligations, regulatory requirements and internal policies.
- Contribute to process improvements and initiatives that enhance client service and operational efficiency.
- Support the development of long-term client partnerships and commercially sustainable service arrangements.
Requirements
- Financial services experience is essential, ideally in a client-facing, customer service, account management or operational role.
- Experience building and maintaining client relationships, managing enquiries and delivering a high standard of service.
- A willingness to work across both relationship management and hands-on operational and administrative responsibilities.
- Excellent organisational skills, attention to detail and the ability to manage competing priorities and deadlines.
- Clear and confident written and verbal communication skills, with the ability to work effectively with clients and internal stakeholders.
- A collaborative, proactive approach and the confidence to work independently when required.
- 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.
Skills
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Microsoft PowerPoint
Location
- Hybrid
Work Type
- Hybrid working model
Experience Level
- Intermediate to advanced proficiency in Microsoft Word, Excel, Outlook and PowerPoint.
- Experience in registry, shareholder services or a related financial services environment will be advantageous.
Benefits
- Hybrid working model
- Paid parental leave
- Salary sacrifice options through superannuation
- Health insurance discounts
- Volunteer and wellbeing leave
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 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.
- Our MUFG Corporate Markets division provides clients with a comprehensive corporate market offering that connects issuers to their stakeholders.
- Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications.
- We also offer company secretarial support, as well as various specialist offerings such as insolvency solutions.
- We operate in twelve countries throughout Australasia, Asia, Africa, the Middle East, United Kingdom and Europe.
- Our teams combine a wealth of industry experience with a rigorous focus on client management to deliver a premium service underpinned by market leading digital technology provided by our Technology division.
- MUFG Pension & Market Services is building a dynamic, client focused, caring and inclusive culture that is built on the foundations of an entrepreneurial spirit, effective risk management, empathy and trust, and underpinned by its core values.
- We are an inclusive employer whose people work collaboratively.
- We encourage, support and value the various talents and perspectives of our people and promote a flexible and blended work environment where our people can thrive and their wellbeing is supported.
- We know that diversity drives better client outcomes, continuous improvement, and growth.
- Be part of the MUFG Pension & Market Services journey and together we will achieve our full potential.
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.