Location: Sydney CBD
About the Role
We are seeking a Client Relationship Manager (CRM) to join our Sydney team. This role is responsible for managing and growing relationships with our clients, ensuring the delivery of high-quality services, and supporting revenue growth across MUFG’s client portfolio.
As a CRM, you will work closely with clients to understand, anticipate, and respond to their needs. You will build strong relationships, support strategic initiatives, and collaborate with internal teams, including Client Relationship Assistants and other divisions, to ensure seamless service delivery.
This is an excellent opportunity for a professional with client services, account management or relationship management experience looking to take the next step in their career and work with a range of high-profile clients.
Key Responsibilities
Strategic Focus
- Develop and maintain strong relationships with clients and internal stakeholders
- Manage client expectations and contribute to client retention
- Identify and support opportunities for growth, including cross-selling initiatives
- Ensure registry tasks and client deliverables meet expected outcomes
Operational Management
- Follow operational controls to manage business risk
- Resolve client queries and issues within agreed service levels
- Oversee client reporting, project management, and Annual General Meetings (AGMs)
- Support timely invoicing and recovery of client disbursements
People Leadership
- Work closely with Client Relationship Assistants to deliver excellent client service
- Collaborate with internal divisions to ensure successful delivery of client projects
Governance & Risk
- Ensure client activities comply with regulatory requirements and contractual terms
- Build long-term, value-driven relationships with clients
Maintain commercial terms that reflect the risks and costs of supporting clients
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About You
You are a professional with experience in client services, account management or relationship management. You are confident, organised, and capable of managing multiple stakeholders while delivering high-quality outcomes.
You will bring:
- Experience in managing and supporting client relationships with a background in the financial services industry
- Excellent verbal, written, and presentation skills
- Attention to detail and the ability to prioritise tasks effectively
- A collaborative mindset, with the ability to work independently when needed
- Proficiency in MS Word, Excel, Outlook, and PowerPoint
Highly regarded:
Experience in share registry, employee share plans, or investor relations
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 Service Group 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 and Well-being Leave
If you are a client services professional looking for a role with impact, autonomy, and opportunities for career growth, we encourage you 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 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.
