Location: Sydney (Liberty Place)
About the Role
At MUFG Pension & Market Services, we are seeking an experienced Client Relationship Manager to play a pivotal role in managing and deepening client relationships. In this role, you will deliver premium client service, anticipate and manage client needs, and drive revenue growth through strategic account management.
As a trusted partner to our clients and their investors, you will oversee service delivery, manage client expectations, negotiate service agreements, and identify opportunities for cross-selling and strategic initiatives. This is a key role for someone who thrives in building strong, long-term client partnerships within the financial services sector.
Key Responsibilities
Strategic Focus
- Maintain and strengthen relationships with fee-paying clients and internal stakeholders.
- Ensure 100% client retention through proactive engagement and high-quality service delivery.
- Anticipate client needs and identify opportunities for growth.
- Drive new business revenue and report progress against targets.
Operational Management
- Oversee operational controls to mitigate risk and ensure compliance with procedures.
- Manage client issues and queries to agreed service levels, coordinating with internal teams.
- Take responsibility for client projects, including Annual General Meetings and mailings.
- Ensure timely invoicing and debtor management.
People Leadership
- Support the development and growth of the Client Service Delivery team.
- Collaborate with Client Relationship Assistant Managers to deliver exceptional client outcomes.
- Partner with other Corporate Markets divisions to ensure seamless project delivery.
Governance & Risk
- Ensure client compliance with regulatory requirements and contractual obligations.
- Build long-term, value-driven relationships that enhance client trust and stability.
- Negotiate appropriate commercial terms that balance value with cost and risk.
About You
- Relationship management experience, ideally within financial services.
- Proven track record of developing, retaining, and growing client accounts.
- Strong commercial acumen with experience in cross-selling and identifying new opportunities.
- Confident communicator with excellent presentation, negotiation, and interpersonal skills.
- High attention to detail with strong organisational and prioritisation skills.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
- Collaborative team player, with the ability to work independently when needed.
What We Offer
At MUFG Pension & Market Services, we take pride in fostering a culture of inclusion, flexibility, and wellbeing. We are committed to supporting your professional and personal growth, offering continuous learning and career pathways. Our benefits include:
- Salary sacrificing via superannuation
- Paid parental leave scheme
- Health insurance discounts
- Hybrid working model
- Volunteer and well-being leave
This is an opportunity to join a respected global financial services organisation and play a key role in strengthening client partnerships that underpin our success.
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.