Client Relationship Assistant

2 weeks ago


Brisbane, Australia Link Group Full time

**Overview**:
We’re looking for a proactive and detail-oriented Client Relationship Assistant to support our Client Relationship Managers in Brisbane. In this role, you’ll ensure the smooth delivery of services across Employee Plans, Share Registry, and Investor Relations.

**Key Responsibilities**:

- Facilitate clear communication across internal departments to meet client needs on time and accurately.
- Proactively manage your client portfolio, taking initiative to anticipate and address issues.
- Ensure seamless project execution by coordinating between departments and mitigating risks.
- Maintain quality control, assist with stakeholder management, and support key projects like AGMs.
- Prepare client reports and ensure timely invoicing of deliverables.

**What You’ll Bring**:

- Previous experience within Financial Services in a Client focused Administration, Associate or Coordination role
- Excellent project management and problem-solving skills.
- Excellent communication and interpersonal skills
- Highly organised with the ability to work in a fast-paced environment.
- High attention to detail
- Proficiency in MS Word, Excel, and Outlook.
- A can-do attitude with the ability to adapt to changing priorities.
- Experience in registry, employee share plans, or investor relations is a plus.
- Finance-related qualifications

**Why Join Us?**
- Work in a dynamic team with opportunities for growth.
- Flexible work arrangements and a supportive environment.

**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 & 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
- Wellbeing Leave

**Location**:Brisbane, QLD
**Type**:Permanent, Full-Time

MUFG Pension & Market Services is a global, digitally enabled business 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, and employee share plans. 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.



  • Brisbane, Australia Equity Trustees Full time

    Are you passionate about building strong client relationships and managing diverse portfolios? In this client-focused role, you will manage a wide range of compensated clients, ensuring their financial needs are met and their investment portfolios are effectively overseen in collaboration with their financial advisers. As a dedicated Relationship Manager,...


  • Brisbane, Australia Olive Solutions Pty Ltd Full time

    _Are you an NDIS professional looking for a new career path? Are you passionate about driving business growth whilst delivering exceptional support to NDIS participants? _ Olive Solutions is recruiting a **Client Relationship Manager** on behalf of a dedicated NDIS Service based in Brisbane. They are seeking a Client Relationship Manager to play a vital...


  • Brisbane, Australia Nextt Group Pty Ltd Full time

    **Position Description** **Who’s Nextt** We employ over 1600 professionals and have services across NSW, QLD, SA, and VIC, making The Nextt Group one of Australia’s largest NDIS providers. Over the last 20 years we have built a strong service that specialises in supporting people with a broad range of disabilities and/or mental health challenges. Each...


  • Brisbane, Queensland, Australia Donmont Capital Pty Ltd Full time $120,000 - $200,000 per year

    Donmont Capital is a Financial Advisory firm located on the Gold Coast and Brisbane City. We are seeking a Sales Professional to operate as a part of our Client Relationship Manager team in Brisbane City. Donmont Capital assists everyday Australians in obtaining professional licensed financial advice through all aspects of their situation.Most people have...


  • Brisbane, Queensland, Australia InfoTrack Full time $60,000 - $120,000 per year

    The RoleThis role is responsible for driving client retention and revenue growth within InfoTrack's existing client base. The role achieves this by proactively training clients to maximise adoption, monitoring client usage to identify gaps or opportunities, and positioning additional InfoTrack solutions that add value. A strong focus is placed on preventing...


  • Brisbane, Australia Link Group Full time

    **Overview** The role of a Client Relationship Manager (CRM) is to deliver against Link Market Services Limited’s (Link) client objectives of understanding, anticipating and managing the needs and expectations of clients to ensure maximum revenue potential and develop and maintain strong relationships with clients. CRMs are ultimately responsible for the...


  • Brisbane, Australia Virgin Australia Full time

    **Work type**: Max Term**Location**: Brisbane**Job type**: Sales & Business Development**Applications close**: **Client Relationship Specialist**: Hello. We’re Virgin Australia. We’re the airline that’s always done things a little different. Our way. The Virgin way. We’re on a mission to make flying better than ‘nice’. And to do that, it takes a...


  • Brisbane, Queensland, Australia Centre for Corporate Health Full time $80,000 - $120,000 per year

    Working for the CFCH Group The CFCH Group is Australia's leading workplace mental health consultancy practices that help organisations both domestically and internationally to support the wellbeing of their people. For over 25 years we have pioneered best-practice psychological prevention, intervention and recovery services through our three brands: Centre...


  • Brisbane, Australia Physio Inq Full time

    Flexible role working from our office in Fortitude Valley and home on occasion - Focus on relationships with our allied health team and referrers - Work in a friendly multidisciplinary team with a national, premium NDIS provider **Allied Health Receptionist & Client Relationship Officer** At Physio Inq we have three House Rules and #1 is Employees Come...


  • Brisbane, Australia Martinus Rail Full time

    **The Company** Martinus Rail is a 100% Australian owned and operated rail construction company working on some of Australia's largest rail infrastructure projects. We are a company that focuses on finding people who are the right fit into our company culture as much having the right skills and experience. We encourage learning, experimentation and out of...