Client Relationship Manager, Equity Plan Solutions

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MUFG Pension & Market Services seeks an experienced Client Relationship Manager to oversee a portfolio of share plan clients in Sydney CBD. This full-time onsite role positions you as the trusted adviser, delivering service while leading planning, identifying cross-sell opportunities and coordinating with teams to meet SLAs, reports. The ideal candidate has client services or relationship management experience in financial services, exposure to share plans a plus, excellent communication and stakeholder influence, strong analytical and process skills, and the resilience to perform under pressure. To apply, tailor your CV to show end-to-end client management and cross-selling results, highlight quick product knowledge, and align with MUFG’s inclusive culture.

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Location: Sydney CBD

MUFG Corporate Markets (part of MUFG Pension & Market Services) is a leading provider of employee share plan solutions. We partner with some of Australia’s most recognised organisations to deliver outstanding service and results. We are now seeking an experienced Client Relationship Manager (CRM) to join our team.

The Role

As a Client Relationship Manager, you will oversee a portfolio of employee share plan (EPS) clients, ensuring the premium delivery of services to both clients and their employees. Acting as the key point of contact, you’ll build strong, trusted relationships while anticipating and responding to client needs.

This is a dynamic role with a mix of client service, relationship management, and strategic account planning. You will also contribute to business growth by identifying cross-sell opportunities and supporting strategic initiatives that enhance the client experience.

Key Responsibilities

• Develop and maintain strong relationships with clients, acting as a trusted adviser.
• Manage employee share plan requirements including vestings, offers, reporting, and account planning.
• Negotiate service level agreements and ensure deliverables are consistently met.
• Identify opportunities for cross-selling and new business growth.
• Collaborate with internal stakeholders to deliver seamless client outcomes.
• Prepare and review reports, invoices, and operational documentation.
• Stay up to date with industry developments and ensure compliance with governance and risk frameworks.

About You

We are looking for someone who is client-focused, commercially astute, and thrives on building and strengthening relationships. To succeed in this role, you will bring:

• Experience in client services or relationship management within the financial services industry (employee share plan experience will be highly regarded).
• A proven ability to manage a portfolio of clients and deliver exceptional service.
• Excellent communication and interpersonal skills, with the ability to influence and engage stakeholders.
• An aptitude for learning and quickly building product and industry knowledge.
• Strong analytical, reporting, and process management skills.
• A collaborative approach and the ability to perform under pressure.

What’s it like to work here?

We’re proud to offer a culture that values diversity, inclusion, flexibility, and blended working. We are open and transparent, and we genuinely value the health and wellbeing of our people.

Joining MUFG Pension & Market Services means joining an employer who invests in your continuous learning and career growth. You’ll have access to development opportunities and a range of benefits including:

• Salary sacrificing via superannuation
• Paid parental leave
• Health insurance discounts
• Hybrid working model
• Volunteer and wellbeing leave

How to Apply

If you are an experienced Client Relationship Manager with a financial services background and are looking for your next challenge in a global organisation, we would love to hear from you.

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.