Client Relationship Manager

Link Group · Sydney NSW 2000 · Full time
+60d ago

Client Relationship Manager

KEY POINTS WE FOUND
  • Manage and strengthen relationships with a portfolio of clients.
  • Coordinate solutions and deliver high-quality outcomes in a financial services environment.
  • Support account planning and collaborate with internal teams for seamless service delivery.

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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Skills

0 of 10 matched
Account managementClient needs analysisClient relationship managementExcellent communication skillsFinancial servicesMicrosoft officeOrganisationProblem solvingRegulatory complianceStakeholder management

Perks & benefits

0 of 5 matched
Employee discounts, including health insuranceHybrid working modelPaid parental leaveSalary sacrificing via superannuationVolunteer and wellbeing leave

Link Group

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More details

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