Job Description

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

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
• 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 financial services, 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.