Job Description

Location: Sydney, Melbourne or Brisbane (3 positions available)

About the Role

We are seeking motivated and detail-oriented Client Relationship Assistants (CRAMs) to support our Client Relationship Managers in delivering exceptional service across our business verticals: Employee Plans, Share Registry and Investor Relations.

This is an early-career opportunity designed for individuals looking to build a long-term career in client relationship management within financial services. Working closely with experienced Client Relationship Managers, you will gain hands-on exposure to client portfolio management, stakeholder coordination and end-to-end service delivery.

Over time, and with demonstrated capability, this role offers a clear pathway toward progression into a Client Relationship Manager position.

In this role, you will support the management of client relationships by understanding, anticipating and responding to client needs. You will play a key part in ensuring projects and deliverables are executed accurately, securely and on time, while maintaining high service standards across multiple stakeholders.

This is an excellent opportunity for someone early in their career with experience in client services, share registry, employee share plans, investor relations or financial services who thrives in a fast-paced, client-focused environment.

Key Responsibilities

Strategic & Client Focus

• Support Client Relationship Managers in managing a portfolio of clients proactively
• Communicate clearly and effectively across internal departments to ensure seamless delivery of client outcomes
• Anticipate client needs and identify solutions before issues arise
• Ensure all client deliverables are accurate, secure and delivered within agreed timeframes

Operational Delivery

• Coordinate projects and tasks across departments and business verticals
• Identify and mitigate risks before they impact delivery
• Maintain strong quality control and accountability for assigned tasks
• Assist in managing both internal and external stakeholders
• Support the delivery of print and mail campaigns
• Assist in planning and preparation for client Annual General Meetings (AGMs), including on-site support where required
• Prepare client reports (daily, weekly, monthly and quarterly)
• Support invoicing processes to ensure accurate and timely billing
• Contribute to the rollout of AI initiatives and collaboration with global operational teams
• Ensure operational controls and governance frameworks are adhered to at all times

Governance & Compliance

• Ensure all activities comply with MUFG policies and regulatory requirements
• Support clients in navigating regulatory obligations and contractual terms

About You

You are proactive, organised and eager to develop your career in client relationship management. You are comfortable working in a dynamic environment where priorities can shift and enjoy learning from experienced professionals.

You will bring:

• Strong coordination and organisational skills
• Excellent communication and interpersonal skills
• High attention to detail and strong numerical ability
• Effective time management and prioritisation skills
• Confidence working with MS Word, Excel and Outlook
• A collaborative mindset with a professional approach
• A “can-do” attitude and willingness to learn, take initiative and grow

Previous experience in a client services or relationship support role will be beneficial.

Highly regarded:

• Experience in share registry, employee share plans, investor relations or financial services

Qualifications:

• A degree in a finance-related discipline, or
• Minimum two years’ demonstrated relevant experience
  

What’s it Like to Work with MUFG Pension & Market Services?

We are proud of our supportive, inclusive and flexible culture. We value diversity of thought and experience and are committed to creating an environment where everyone feels respected and empowered to succeed.

Joining MUFG Pension & Market Services means becoming part of a global organisation that invests in your development. We provide structured learning, mentoring from experienced leaders and clear pathways for career progression — including the opportunity to move into a Client Relationship Manager role as you build capability and experience.

Our benefits include:

• Hybrid working model
• Paid parental leave
• Salary sacrificing via superannuation
• Employee discounts (including health insurance)
• Volunteer and Well-being Leave
• Ongoing learning and development opportunities

If you are looking to take the next step in your career and develop into a future Client Relationship Manager within financial services, 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.