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.
Overview:
We are recruiting for an Assistant Relationship Manager, or you may know the role as a Client Service Manager, to join our Relationship Management team. The role is based on a hybrid basis from our stunning office in central London, so you will need to live within a commutable distance to ensure you can be in the office with the team each week.
The Assistant Relationship Manager supports the Share Plans RM by being the single point of contact between MUFG Pension & Market Services and a client’s secretariat department, ensuring a high-quality service is delivered. It’s a demanding role, but it’s extremely rewarding and has the potential for advancement if you’re the right candidate.
You’ll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services. You’ll be joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are countless opportunities to learn new skills and develop in your career and we’ll provide the support you need to do just that.
Benefits:
26 days annual leave, plus a wellbeing day, a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year
Health, wellbeing and lifestyle rewards that can be tailored to support you and your family. Everything from: Employee Assistance Programme; Discounts on retail and socialising; Travel and technology; cycle2work scheme; A host of gym and fitness subscriptions; Car Salary Sacrifice scheme
Appreciate programme: Employee recognition programme
Company Pension Scheme
Medical insurance
Life Assurance
Paid Maternity, Paternity, Adoption Leave, Shared Parental Leave
What you need:
As with any role, we want to find the right person and we want to make sure you know it’s the right role for you too. You will need:
• A customer focused attitude with experience in a client/customer facing/service role, with good commercial awareness which will enable you to understand client requirements
• The ability to prioritise your workload, working to tight deadlines whilst remaining flexible in your approach
• Exceptional verbal and written communication skills, with the ability to always remain diplomatic and tactful
• Good stakeholder management skills, with the ability to develop and maintain strong working relationships with a variety of internal and external customers, colleagues and clients
• Great analytical skills, with the ability to review a client portfolio and see sales opportunities to grow revenue
• Enthusiasm, self-motivation and the confidence to handle client enquiries, including complaints, in a professional manner
• Excellent Microsoft Office skills, especially Word, Excel, PowerPoint and Outlook
• Good attention to detail with a conscientious, thorough and accurate approach to work and the ability to take a task, own it and see it through to completion
• A professional and friendly manner
Day to Day, you will:
• Develop and maintain professional and strong working relationships with clients
• Deal with enquiries from clients and their associated advisors, such as lawyers, brokers and auditors
• Support, plan and manage key business and client initiatives and post implementation analysis
• Attend company meetings (AGM’s/EGM’s/Court/Review Meetings), in addition to assisting at the meetings when required
• Agree and prepare timetables and advise departments of forthcoming corporate events
• Provide guidance as required on registration, share plans and industry matters, in addition to keeping up to date on any respective changes
• Prepare information for financial reporting requests, ensuring the accurate maintenance of client records on SalesForce and accurate and timely management of invoicing and payments
• Assist with the launch, ongoing events and maturity events on share plans
• Analyse clients and identify selling opportunities, cost saving efficiencies and cross-divisional opportunities
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs.