Client Relationship Manager, Equity Plan Solutions
vor 4 Wochen
Client Relationship Manager, Equity Plan Solutions 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.
About Us:
At MUFG Pension & Market Services, we are committed to building lasting relationships by understanding and anticipating the needs of our clients.
As a Client Relationship Manager (CRM) within our Equity Plan Solutions team, you will play a key role in managing client relationships, ensuring service excellence, and driving opportunities for growth.
We value diverse perspectives and foster an inclusive culture, supporting both our clients and employees in achieving their goals.
Location:
This role is based in Melbourne.
While other office locations may be considered (Sydney), the preferred location is our Melbourne office.
Role Overview:
As a CRM, you will take ownership of client relationships, working closely with our employee share plan clients to ensure their needs are met.
This role involves overseeing client services, managing strategic initiatives, and identifying opportunities for growth.
You'll collaborate across teams to deliver solutions that enhance client satisfaction and loyalty, while ensuring compliance with industry regulations.
Key Responsibilities:
Build and maintain strong relationships with clients to ensure the delivery of high-quality services.
Collaborate with internal teams to ensure services are delivered on time and in line with client needs.
Identify opportunities for enhancing client share plans and maximizing business growth.
Manage key client projects, including Annual General Meetings and other share plan milestones.
Ensure clients meet regulatory requirements and manage any queries or issues within agreed service levels.
Prepare and dispatch client invoices and monitor payment processes.
Drive business development through cross-selling and identifying new opportunities.
Experience & Skills:
Knowledge of the financial services industry, including the securities market and operational transaction management.
Proven experience in client relationship management from within the financial services sector (e.g., Share Registry, Capital Markets, or Employee Share Plans).
Proficiency in employee share plan or equity plan experience and related regulations highly desirable.
University degree in Business, Finance, Accounting, or a related field is preferred.
Strong business development skills, with a track record of identifying and delivering on opportunities for growth.
Excellent communication and interpersonal skills, with the ability to manage multiple stakeholder relationships.
Demonstrated experience in managing complex projects and delivering results on time.
Strong organizational and problem-solving skills, with attention to detail and the ability to prioritize tasks effectively.
Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.
What's it like to work here:
At MUFG Pension & Market Services, we foster a supportive and inclusive environment where everyone can thrive.
We offer flexibility, opportunities for career growth, and a strong focus on employee wellbeing.
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Melbourne, Österreich Mufg Pension & Market Services VollzeitClient Relationship Manager, Equity Plan SolutionsA 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...
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