Client Relationship Manager
At a glance
Mid-level Account Management role at MUFG Pension & Market Services. Australia.
Pay not stated
Growth Roles summary, based on the employer's posting.
What you'll do
- Build and maintain client and internal stakeholder relationships across a varied portfolio
- Coordinate client deliverables, reports, projects and Annual General Meetings
- Handle queries and problems within agreed service levels while managing expectations
- Complete registry work accurately and support invoicing, disbursements and commercial activity
- Work across teams to deliver outcomes while maintaining governance, risk and compliance practices
What you bring
- Experience handling client relationships, accounts or client services in financial services
- Strong stakeholder management and confident communication with clients and internal teams
- Careful organisation, problem-solving and prioritisation across competing demands
- Working knowledge of Word, Excel, Outlook and PowerPoint
Who this fits
You’ll suit a relationship-led manager who can solve client problems, coordinate detailed work and operate collaboratively or independently. The role is based in Sydney CBD with hybrid working and involves client service within a complex financial services setting.
From the employer
Sydney CBD | Hybrid Working
Build trusted client relationships and grow your career within a leading financial services organisation.
MUFG Pension & Market Services is seeking a Client Relationship Manager to join our Sydney team.
This role is responsible for managing and strengthening relationships with a portfolio of clients, ensuring exceptional service delivery and supporting long-term client outcomes within a complex financial services environment.
You will work closely with clients and internal stakeholders to understand client needs, coordinate solutions and deliver high-quality outcomes. This is an excellent opportunity for a relationship-focused professional with experience in financial services, account management or client services who is looking to further develop their career.
About the Role
As a Client Relationship Manager, you will manage client relationships, support account planning and collaborate with internal teams to ensure seamless service delivery.
You will build trusted relationships, manage client expectations, resolve issues and identify opportunities to enhance client solutions while ensuring services are delivered in line with regulatory, contractual and operational requirements.
Key Responsibilities
Client Relationship Management
- Develop and maintain strong relationships with clients and internal stakeholders.
- Understand client needs and provide proactive support to deliver exceptional outcomes.
- Manage client expectations and contribute to client retention and satisfaction.
- Identify opportunities to enhance client solutions and support strategic initiatives.
Operational Management
- Coordinate client deliverables, reporting, projects and Annual General Meetings (AGMs).
- Resolve client queries and issues within agreed service levels.
- Ensure registry activities and client deliverables are completed accurately and efficiently.
- Support invoicing, disbursements and commercial processes.
Stakeholder Collaboration
- Work closely with Client Relationship Assistants and internal teams to deliver excellent client service.
- Coordinate activities across multiple teams to ensure successful delivery of client outcomes.
- Maintain strong governance, risk and compliance practices.
About You
You are a client-focused professional who enjoys building relationships, solving problems and delivering high-quality outcomes.
You will bring:
- Experience managing client relationships, account management or client services within financial services.
- Strong stakeholder management skills and confidence engaging with clients and internal teams.
- Excellent communication, organisation and problem-solving skills.
- Strong attention to detail and the ability to manage competing priorities.
- A collaborative approach with the ability to work independently when required.
- Proficiency in Microsoft Office applications including Word, Excel, Outlook and PowerPoint.
Experience in the following areas will be highly regarded:
- Share registry
- Employee Share Plans
- Investor Relations
- Corporate services
- Banking, wealth management or financial markets environments
What’s it like to work here?
We’re proud to offer a supportive and inclusive workplace that values flexibility, collaboration and the wellbeing of our people.
Joining MUFG Pension & Market Services means becoming part of a global organisation that invests in learning, development and career growth.
We provide a range of benefits including:
- Hybrid working model
- Salary sacrificing via superannuation
- Paid parental leave
- Employee discounts, including health insurance
- Volunteer and wellbeing leave
If you are a client services professional looking to build your career in financial services while working with a diverse portfolio of clients, we encourage you to apply.
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