Client Relationship Manager | Financial Services
MUFG Pension & Market Services · Australia
Build trusted client relationships. Develop specialist expertise.
Are you an experienced Client Relationship Manager, Account Manager or Client Services professional looking to take the next step in your financial services career?
MUFG Pension & Market Services is seeking a Client Relationship Manager to join our growing Employee Share Plans team in Sydney. This role offers the opportunity to manage a portfolio of established corporate clients while developing specialist expertise in Employee Share Plans within a global financial services organisation.
We are particularly interested in candidates with experience in client-facing roles across financial services, including banking, wealth management, superannuation, funds management, share registry, stockbroking or other regulated corporate services environments.
This is an excellent opportunity for a relationship-focused professional who enjoys managing stakeholder relationships, delivering exceptional client outcomes and partnering with recognised corporate organisations.
About the Role
As a Client Relationship Manager, you will be responsible for managing a portfolio of corporate clients and acting as their trusted day-to-day contact.
Working closely with internal operational, project and technical teams, you will:
- Build and maintain strong, long-term client relationships.
- Manage client enquiries, issues and service requests.
- Coordinate the successful delivery of Employee Share Plan activities.
- Lead client meetings and stakeholder engagement initiatives.
- Monitor service performance and ensure client expectations are met.
- Identify opportunities to strengthen client partnerships and improve service outcomes.
- Collaborate with internal teams to deliver a high-quality client experience.
This role combines relationship management, client service, stakeholder engagement and operational coordination in a highly visible client-facing position.
About You
You may currently be working as a:
- Client Relationship Manager
- Account Manager
- Client Service Manager
- Client Services Executive
- Corporate Account Manager
- Relationship Manager
- Implementation Manager
- Customer Success Manager (Financial Services)
To succeed in this role, you'll bring:
- Experience managing a portfolio of corporate or business clients.
- Strong relationship management and stakeholder engagement capabilities.
- Experience working within financial services or another regulated environment.
- Exceptional communication and presentation skills.
- Strong commercial awareness and client focus.
- The ability to manage competing priorities and navigate complex stakeholder relationships.
- A proactive, solutions-focused approach to problem-solving.
- High attention to detail and strong organisational skills.
Highly Regarded Experience
Experience within any of the following sectors will be viewed favourably:
- Banking
- Wealth Management
- Funds Management
- Superannuation
- Share Registry Services
- Employee Share Plans
- Corporate Trust
- Stockbroking
- Financial Platforms
- Financial Advice Networks
- Custody Services
- Other financial services client management environments
Why Join MUFG Pension & Market Services?
This is an excellent opportunity to join a global organisation and build specialist knowledge in Employee Share Plans while managing well-known ASX-listed and multinational corporate clients.
We Offer
- Hybrid working model.
- Sydney CBD office location.
- Ongoing learning and career development opportunities.
- Exposure to leading ASX-listed and multinational clients.
- Paid parental leave.
- Salary sacrifice options.
- Employee health and wellbeing benefits.
- Volunteer and wellbeing leave.
- Collaborative and supportive team culture.
- Long-term career opportunities within a global organisation.
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 (MPMS) client objectives of understanding, anticipating and managing the needs and expectations of our employee share plans clients to ensure maximum revenue potential and develop and maintain strong relationships with clients. CRMs are ultimately responsible for the premium delivery of services to MPMS employee plans clients and their employees. This includes managing client expectations, negotiating service level agreements, managing employee share plans vesting, offer and reporting requirements, account planning, cross-selling and strategic initiatives.