Client Relationship Manager, Employee Share Plans
MUFG Pension & Market Services · Australia
Perth | Permanent | Hybrid working
Build trusted client relationships across Employee Share Plans
MUFG Pension & Market Services is looking for an experienced Client Relationship Manager to join our Employee Share Plans (ESP) team in Perth.
This is a client-facing role for someone who enjoys building strong relationships, understanding client needs and working across teams to deliver high-quality outcomes. You'll manage a portfolio of corporate clients, act as a trusted point of contact and help ensure their services are delivered accurately, efficiently and in line with agreed requirements.
Experience in Employee Share Plans will be highly regarded but is not essential. What matters is a genuine interest in this specialist area, strong client relationship experience and a willingness to develop your knowledge of Employee Share Plans.
You'll also have the opportunity to identify opportunities to strengthen client relationships, support business growth and contribute to strategic initiatives across the business.
Please note: this role requires an 8:00am start, so applicants must be comfortable working these hours.
What you'll be responsible for
- Manage a portfolio of corporate clients and build strong, trusted relationships with key stakeholders.
- Act as the key point of contact for client queries, service requirements and delivery.
- Work closely with internal teams to coordinate the timely and accurate delivery of client services.
- Develop a strong understanding of each client's requirements and employee share plan arrangements.
- Manage client expectations and contribute to service level agreements and commercial discussions.
- Develop account plans and identify opportunities to strengthen client relationships and support business growth.
- Identify cross-selling and new business opportunities across MUFG Pension & Market Services.
- Prepare and review regular client reporting, billing and fee information.
- Identify operational and client risks and ensure appropriate controls are in place.
- Develop and maintain strong relationships with company secretaries and other client contacts.
- Contribute to process improvement and strategic initiatives across the Employee Share Plans business.
What you'll bring
We're looking for someone with strong client relationship experience and a background in financial services, securities or a related services environment.
You'll ideally have:
- Experience managing corporate client relationships and building trusted, long-term partnerships.
- Employee Share Plans experience is highly regarded, but not essential. A strong interest in learning about and developing expertise in this field is important.
- Experience working closely with operational teams in a transaction-based or financial services environment.
- Strong stakeholder management and relationship-building skills.
- The ability to understand client needs and identify opportunities to improve service and strengthen relationships.
- Strong commercial awareness and a proactive approach to client management.
- Excellent written and verbal communication skills.
- Strong organisation, analytical and process management skills, with a high level of accuracy.
- Experience managing projects or coordinating initiatives across multiple stakeholders.
- Strong Microsoft Excel and Word skills.
- A relevant degree or qualification in business, finance or accounting would be advantageous.
Why join us?
This is an opportunity to join a specialist Employee Share Plans team where you'll work with established corporate clients while developing your expertise across client relationship management, financial services and employee share plans.
You'll have the opportunity to work with experienced professionals, build your network and continue developing your career within a global organisation.
We're proud to have created a culture and work environment that values diversity, inclusion, flexibility and blended working. We pride ourselves on being open and transparent and genuinely value the health and wellbeing of our people.
Joining MUFG Pension & Market Services means you'll have access to pathways for continuous learning and skill development, helping you focus on career growth and personal development.
What we offer
- Hybrid working model
- Salary sacrificing via superannuation
- Paid parental leave
- Employee discounts, including health insurance
- Volunteer and Wellbeing Leave
- Opportunities for career development and learning
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.
The role of a Client Relationship Manager (CRM) is to deliver against MUFG Pension & Market Services’ client objectives by understanding, anticipating and managing the needs and expectations of our Employee Share Plans clients, while maximising revenue potential and developing and maintaining strong client relationships. CRMs are ultimately responsible for the premium delivery of services to MUFG Pension & Market Services’ Employee Share Plans clients and their employees. This includes managing client expectations, negotiating service level agreements, managing employee share plan vesting, offer and reporting requirements, account planning, cross-selling and strategic initiatives.