Client Relationship Manager, Equity Plan Solutions

2 weeks ago

Brisbane, Queensland, Australia Link Group Full time

About Us:

At MUFG Pension and Market Services, we are dedicated to understanding, anticipating, and managing the needs and expectations of our clients. As a Client Relationship Manager (CRM), you'll play a vital role in ensuring maximum revenue potential while maintaining strong relationships with our clients and their investors.

Role Overview:

As a CRM, you'll be responsible for delivering premium services to MUFG Pension and Market Services clients and their investors. This includes managing client expectations, negotiating service level agreements, account planning, cross-selling, and driving strategic initiatives to enhance client satisfaction and loyalty.

Key Responsibilities:

  • Maintain and develop relationships with fee-paying clients and internal departments, ensuring client expectations are met.
  • Proactively meet with clients to anticipate their needs and provide tailored solutions.
  • Manage projects and mailings, including overseeing each client's Annual General Meeting.
  • Ensure all registry tasks achieve desired outcomes for MUFG Pension and Market Services and its clients.
  • Ensure clients comply with regulatory requirements and contractual terms of business.
  • Develop long-term relationships based on knowledge, trust, and added value to drive stability and incremental income.
  • Achieve new business revenue targets and report progress in line with company standards.
  • Review and provide input into client complaints and query management reporting.
  • Ensure operational controls are carried out to mitigate business risk effectively.
  • Manage all issues and queries within agreed service levels in collaboration with internal departments.

Experience & Qualifications:

  • Extensive relationship management experience in the services sector, preferably in financial markets industry (e.g., Share Registry, Capital Markets, or Brokerage).
  • Proven track record of building productive relationships and generating cross-selling and new sales opportunities.
  • Demonstrated experience in developing and managing clients across a diverse range of industries.
  • Confident and professional communicator with excellent verbal, written, and presentation skills.
  • High attention to detail, with proven ability to prioritize work to meet deadlines.
  • Team player with the ability to work collaboratively as well as independently when needed.
  • Intermediate to advanced proficiency in Word, Excel, Outlook, and PowerPoint.

What's it like to work here: We're proud to have created a culture and work environment that is supportive, values diversity, inclusion, flexibility, and blended working. We pride ourselves on being open and transparent, and we genuinely value the health and wellbeing of our people. Joining MUFG Pension and Market Services means you'll join an employer who fosters pathways for continuous learning and skill development, providing you with the tools you need to focus on career growth and personal development. We provide a range of benefits including:

  • Salary sacrificing via Superannuation
  • Paid parental leave scheme
  • Employee discounts: health insurance
  • Hybrid working model
  • Volunteer leave

How to Apply:

If you're a dynamic professional with a passion for client service and relationship management in the financial services industry, we want to hear from you. Please submit your application, including your resume and a cover letter outlining your relevant experience and why you're the perfect fit for this role.

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