Client Relationship Assistant

1 week ago


Perth, Australia Link Group Full time

**Join a Global Leader in Financial Services**

Are you passionate about building strong client relationships and delivering exceptional service? Do you thrive in a dynamic, fast-paced environment? If so, we invite you to join **MUFG Pension & Market Services Group**as a **Client Relationship Assistant.**

This is an opportunity to be part of a collaborative, forward-thinking organization that values diversity, flexibility, and professional growth.

**Location**: Perth

**About the Role**

As a Client Relationship Assistant, you will play a key role in supporting our Employee Plans, Share Registry, and Investor Relations business verticals. You will work closely with Client Relationship Managers, internal teams, and stakeholders to ensure seamless client service delivery while proactively managing client expectations.

**Key Responsibilities**

**Client Relationship & Service Delivery**
- Support designated Client Relationship Managers in achieving client objectives.
- Act as a key point of contact for client inquiries, providing proactive support and solutions.
- Facilitate effective communication between departments to ensure seamless project execution.
- Assist with planning and execution of Annual General Meetings (AGMs) and other client events.
- Manage client reporting requirements (daily, weekly, monthly, or quarterly).

**Operational & Risk Management**
- Maintain high standards of quality control and accountability in service delivery.
- Identify and mitigate risks before they arise.
- Ensure adherence to MUFG’s compliance policies and regulatory requirements.
- Support the rollout of AI-driven initiatives and global operational strategies.
- Assist with client invoicing, ensuring accuracy and adherence to internal deadlines.

**Leadership & Collaboration**
- Work closely with project stakeholders, clients, and internal teams to drive successful outcomes.
- Share knowledge and contribute to a positive, team-oriented culture.
- Communicate effectively across departments to ensure project briefs are well understood and executed.

**About You**

To be successful in this role, you will bring:

- Client relationship experience, preferably within financial services.
- Excellent project management skills and the ability to prioritize tasks effectively.
- Proactive problem-solving and critical-thinking abilities.
- High attention to detail and strong numerical skills.
- Effective time management and ability to meet deadlines in a fast-paced environment.
- Strong interpersonal and communication skills, with a professional and confident approach.
- Proficiency in MS Word, Excel, and Outlook.
- A degree in finance, business, or a related field, or at least two years of relevant experience.
- Knowledge of registry, employee share plans, or investor relation **s**(highly regarded).

**The MUFG Way**

At MUFG, we are committed to being a responsible financial institution that fosters long-term growth and success. _The MUFG Way _defines our purpose, values, and vision:

- **Our Purpose**:To be a foundation of strength for our clients and communities, committed to building a better future.
- **Our Values**:Integrity and Responsibility, Professionalism and Teamwork, and Inclusion and Diversity.
- **Our Vision**:Be the world's most trusted financial group, dedicated to customer success and sustainable growth.

By joining MUFG Pension & Market Services, you become part of an organization that values integrity, collaboration, and innovation.

**What’s it like to work here?**

At MUFG Pension & Market Services Group, we foster a culture of inclusion, flexibility, and career growth. We provide:

- **Hybrid working model**- work flexibly between home and office.
- **Paid parental leave**- supporting you and your family.
- **Salary sacrificing via Superannuation**- helping you plan for the future.
- **Employee discounts**- including health insurance benefits.
- **Volunteer & Well-being Leave**- because work-life balance matters.
- **Career growth opportunities**- with pathways for learning and professional development.

**How to Apply**

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 connect



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