Client Relationship Manager, Equity Plan Solutions

Job title: Client Relationship Manager, Equity Plan Solutions

Company: Link Group


Job description: Job Description:Location: Sydney or BrisbaneAbout Us:
At MUFG Pension & Market Services, we are committed to building lasting relationships by understanding and anticipating the needs of our clients. As a Client Relationship Manager (CRM) within our Equity Plan Solutions team, you will play a key role in managing client relationships, ensuring service excellence, and driving opportunities for growth. We value diverse perspectives and foster an inclusive culture, supporting both our clients and employees in achieving their goals.Role Overview:
As a CRM, you will take ownership of client relationships, working closely with our employee share plan clients to ensure their needs are met. This role involves overseeing client services, managing strategic initiatives, and identifying opportunities for growth. You’ll collaborate across teams to deliver solutions that enhance client satisfaction and loyalty, while ensuring compliance with industry regulations.Key Responsibilities:

• Build and maintain strong relationships with clients to ensure the delivery of high-quality services.
• Collaborate with internal teams to ensure services are delivered on time and in line with client needs.
• Identify opportunities for enhancing client share plans and maximizing business growth.
• Manage key client projects, including Annual General Meetings and other share plan milestones.
• Ensure clients meet regulatory requirements and manage any queries or issues within agreed service levels.
• Prepare and dispatch client invoices and monitor payment processes.
• Drive business development through cross-selling and identifying new opportunities.

Experience & Skills:

• Proven experience in client relationship management from within the financial services sector (e.g., Share Registry, Capital Markets, or Employee Share Plans).
• Proficiency in employee share plans and related regulations.
• University degree in Business, Finance, Accounting, or a related field is preferred.
• Strong business development skills, with a track record of identifying and delivering on opportunities for growth.
• Excellent communication and interpersonal skills, with the ability to manage multiple stakeholder relationships.
• Demonstrated experience in managing complex projects and delivering results on time.
• Strong organizational and problem-solving skills, with attention to detail and the ability to prioritize tasks effectively.
• Proficiency in Microsoft Word, Excel, Outlook, and PowerPoint.

What’s it like to work here:
At MUFG Pension & Market Services, we foster a supportive and inclusive environment where everyone can thrive. We offer flexibility, opportunities for career growth, and a strong focus on employee wellbeing. As part of our team, you’ll benefit from:

• A hybrid working model
• Salary sacrificing via Superannuation
• Paid parental leave
• Health insurance discounts
• Volunteer and well-being leave

About Us: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.About the Team: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.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.

Expected salary:

Location: Australia

Job date: Wed, 05 Feb 2025 02:20:43 GMT

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