Client Relationship Manager

Location: Melbourne based

Overview

MUFG Corporate Markets is seeking an experienced Client Relationship Manager (CRM) to join our Melbourne team. In this role, you will manage a portfolio of clients, ensuring the premium delivery of services while building and maintaining strong, trusted relationships. You'll be responsible for understanding and anticipating client needs, negotiating service agreements, and supporting strategic initiatives to drive client satisfaction and business growth.

This is an ideal opportunity for a client-focused professional with experience in relationship management or client services within financial services. The role offers a balance of operational delivery, strategic account management, and opportunities to contribute to business growth initiatives.

Key Responsibilities

• Maintain and develop strong relationships with fee-paying clients, ensuring 100% retention.
• Proactively manage client expectations and anticipate needs.
• Achieve revenue targets through account growth, cross-selling, and new business opportunities.
• Ensure operational controls are followed and business risks are mitigated.
• Manage client queries, complaints, projects, and mailings, including AGMs.
• Oversee client invoicing and ensure timely debt recovery.
• Support and collaborate with the Client Service Delivery team to exceed client expectations.
• Ensure compliance with regulatory requirements and contractual terms.
• Develop long-term relationships underpinned by trust, knowledge, and value-add.

Experience & Attributes

• Proven relationship management experience within financial services.
• Track record of managing clients and generating cross-sell or new business opportunities.
• Excellent communication, presentation, and interpersonal skills.
• High attention to detail and ability to prioritize effectively.
• Team player with the ability to work collaboratively and independently.
• Proficient in Microsoft Word, Excel, Outlook, and PowerPoint.

Why Join MUFG Pension & Market Services?

• Supportive, inclusive, and flexible workplace culture.
• Opportunities for continuous learning and career growth.
• Hybrid working model and focus on employee wellbeing.
• Benefits including salary sacrificing via superannuation, paid parental leave, employee discounts, and volunteer leave.

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 connects issuers to their stakeholders. Our uniquely integrated range of corporate markets capabilities includes shareholder management and analytics, stakeholder engagement, share and unit registry, employee share plans, and digital and print communications. 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.

Candidates must have the relevant work rights to be considered for an opportunity at MUFG Pension & Market Services. Successful applicants will be required to complete background screening prior to commencement of employment.