Job Description

About the Role

The Client Solutions Analyst (Data & AI) supports end-to-end client engagement with Spectra, our enterprise data service platform, combining strong client relationship capability with hands-on technical skills across data, AI enablement, and front-end experience.
The role partners with clients to understand where they are in their data journey, then designs practical onboarding, adoption, and migration pathways that accelerate value realisation while enabling seamless transition to the new data platform through repeatable migration patterns and AI-assisted approaches.
Acting as a bridge between data technology and internal teams, the analyst translates client goals into data, AI, and user experience requirements, ensuring service delivery, onboarding, and platform development align with client expectations, regulatory standards, and industry best practice while progressively reducing reliance on legacy environments.
*****Permanent role to be based in Melbourne or Parramatta *****

In this role you will be accountable for Client Onboarding & Engagement

• Support and coordinate end-to-end onboarding of new clients to the Spectra platform, tailoring the approach to the client’s current data maturity and operating model.
• Develop scalable onboarding resources (guides, walkthroughs, FAQs) and AI-assisted enablement content to improve self-service and reduce time-to-value.
• Facilitate training and familiarisation sessions covering the data platform, AI-enabled capabilities, and client-facing consumption patterns to ensure clients derive maximum value from data services.
• Monitor adoption and onboarding metrics, migration progress, and decommission readiness; proactively resolve onboarding challenges and remove blockers to transition.

Client Experience & Relationship Management

• Serve as a trusted point of contact for client queries on data services.
• Partner with internal teams to identify and address friction points in the client journey and support resolution design.
• Capture, analyse, and share client feedback to inform continuous improvement.
• Support the design and delivery of engagement programs that strengthen client relationships and showcase new Spectra capabilities.

Data-Driven Client Insights

• Use Spectra analytics to generate actionable insights into client usage, adoption, and engagement.
• Report to leadership on client experience KPIs including onboarding success, adoption, and satisfaction.
• Identify and escalate opportunities for expansion of data services based on usage patterns.

Platform & Service Development

• Partner with data engineering, architecture, governance, and support teams to align client experience with SLAs and service standards, and to design practical pathways for legacy decommission and transition to the new data platform.
• Develop resources for knowledge bases, self-service portals, onboarding solutions, and repeatable transitional migration patterns (playbooks, runbooks, cutover checklists), including AI-assisted documentation where appropriate.
• Support compliance with regulatory and risk management frameworks (e.g., CPG235, CPS230) as they apply to data delivery, AI-enabled solutions, client engagement, and platform migrations.

Governance & Risk

• Maintain compliance with governance standards, policies, and regulatory obligations, including appropriate controls during onboarding, migration, and legacy decommission activities.
• Develop and maintain documentation for data processes, definitions, reporting pipelines, and migration patterns; contribute to clear client-facing enablement materials and guidance for any AI-assisted features.
• Adhere to governance best practices, ensuring data quality, lineage, and secure-by-design principles are maintained throughout transition states.

About you

• 2+ years’ experience in client service, onboarding, or customer success, ideally within data, SaaS, apps or financial services environments.
• Experience with BI tools (Power BI, ThoughtSpot) and data platforms (Snowflake, DBT Cloud, Fivetran) desirable, along with exposure to AI-enabled analytics and/or building client-facing data experiences.
• Bachelor’s degree in Business, Data/Information Management, or related discipline (or equivalent experience in working with technology and consumers of technical services).
• Familiarity with APRA-aligned regulatory frameworks (CPG235, CPS230) advantageous.
• Strong client service orientation with excellent written and verbal communication skills.
• Understanding of data platforms, data governance, and data quality principles.
• Understanding of migration and transition patterns (e.g., parallel run, phased cutover), and how to support retirement of legacy data/reporting environments.
• Analytical skills to interpret client usage data and identify trends.
• Ability to manage multiple priorities in a fast-paced environment.
• Problem-solving mindset with a focus on continuous improvement.
• Collaborative approach with the ability to work across technical and business teams.

Some of our Employment Benefits

• Flexible and Hybrid Working – enabling our employees to work in the office and at home
• Purchased Leave, Parental Leave, Volunteer Leave, Gender transition leave, Well-being leave
• Employee Recognition Program - to recognise people who are demonstrating our values and Company purpose.
• Talent Referral Program
• Salary Sacrificing via Superannuation
• Employee Assistance Program
• Learning & Development - Development at your fingertips via self-paced learning, including educational assistance support
• Employee discounts – Access discounted rates and offers from a variety of providers including Bupa and Microsoft!
• Novated Car leasing

Culture at MUFG Pension & Market Services

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 our company 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.

How to apply

Ready to take the next step in your career? Apply now with your resume and detailed cover letter highlighting your skills, experience, and why you would be a good fit for the role. 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 including police and employment history checks prior to commencement of employment

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.