Client Relationship Manager, Equity Plan Solutions at Careers @ MUFG Pension & Market Services

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

29 May, 26

Salary

0.0

Posted On

28 Feb, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Relationship Management, Employee Share Plan Solutions, Client Service, Relationship Management, Account Planning, Cross-selling, Reporting, Negotiation, Stakeholder Engagement, Process Management, Analytical Skills, Risk Management, Compliance, Communication Skills, Interpersonal Skills

Industry

Financial Services

Description

Location: Sydney CBD MUFG Corporate Markets (part of MUFG Pension & Market Services) is a leading provider of employee share plan solutions. We partner with some of Australia’s most recognised organisations to deliver outstanding service and results. We are now seeking an experienced Client Relationship Manager (CRM) to join our team. The Role As a Client Relationship Manager, you will oversee a portfolio of employee share plan (EPS) clients, ensuring the premium delivery of services to both clients and their employees. Acting as the key point of contact, you’ll build strong, trusted relationships while anticipating and responding to client needs. This is a dynamic role with a mix of client service, relationship management, and strategic account planning. You will also contribute to business growth by identifying cross-sell opportunities and supporting strategic initiatives that enhance the client experience. Key Responsibilities * Develop and maintain strong relationships with clients, acting as a trusted adviser. * Manage employee share plan requirements including vestings, offers, reporting, and account planning. * Negotiate service level agreements and ensure deliverables are consistently met. * Identify opportunities for cross-selling and new business growth. * Collaborate with internal stakeholders to deliver seamless client outcomes. * Prepare and review reports, invoices, and operational documentation. * Stay up to date with industry developments and ensure compliance with governance and risk frameworks. About You We are looking for someone who is client-focused, commercially astute, and thrives on building and strengthening relationships. To succeed in this role, you will bring: * Experience in client services or relationship management within the financial services industry (employee share plan experience will be highly regarded). * A proven ability to manage a portfolio of clients and deliver exceptional service. * Excellent communication and interpersonal skills, with the ability to influence and engage stakeholders. * An aptitude for learning and quickly building product and industry knowledge. * Strong analytical, reporting, and process management skills. * A collaborative approach and the ability to perform under pressure. What’s it like to work here? We’re proud to offer a culture that values diversity, inclusion, flexibility, and blended working. We are open and transparent, and we genuinely value the health and wellbeing of our people. Joining MUFG Pension & Market Services means joining an employer who invests in your continuous learning and career growth. You’ll have access to development opportunities and a range of benefits including: * Salary sacrificing via superannuation * Paid parental leave * Health insurance discounts * Hybrid working model * Volunteer and wellbeing leave How to Apply If you are an experienced Client Relationship Manager with a financial services background and are looking for your next challenge in a global organisation, we would love to hear from you. 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. 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.

Responsibilities

The Client Relationship Manager will oversee a portfolio of employee share plan clients, ensuring premium service delivery by acting as the key point of contact to build trusted relationships and manage all EPS requirements like vestings, offers, and reporting. Responsibilities also include contributing to business growth by identifying cross-sell opportunities and collaborating internally to achieve seamless client outcomes.