Overview:
The Associate, Share Plans Advisory will provide support to the Executives, Share Plans Advisory by providing expert day-to-day advice to clients in connection with the full portfolio of on-boarding new clients and share plan events. You’ll help to develop and maintain relationships with clients and their advisors, communicating the desires of clients to operational teams and ensuring the understanding of the clients’ challenges and goals.
The role holder will also support the expansion and implementation of new initiatives and services to meet the future needs of MUFG Pension & Market Services and its clients.
This role is hybrid, based from our stunning office in the city of London, so you will need to ensure you’re within a commutable distance to ensure you can be in the office each week with your colleagues.
You’ll get the chance to follow your chosen career path anywhere in MUFG Pension & Market Services, joining a network of experienced, innovative and dedicated individuals across multiple teams and countries. There are numerous opportunities to learn new skills and develop in your career with the support you need to succeed.
Benefits:
26 days annual leave, plus a wellbeing day and a volunteer day, bank holidays and the opportunity to buy up to 5 days’ extra each year
Parental leave and Gender Transition leave
Health, wellbeing and lifestyle rewards and discounts that can be tailored to support you and your family. Everything from: 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 for colleagues demonstrating our values
Company Pension Scheme and Life Assurance
Employee Assistance Programme
Talent Referral Programme
Medical insurance
Learning & Development – Development opportunities at your fingertips via self-paced learning and access to LinkedIn Learning
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:
• Demonstrable Share Plans knowledge and experience so you can hit the ground running – you can learn our share plans systems
• Exceptional verbal and written communication skills, with the ability to actively listen
• Attention to detail and accuracy in everything you do
• The ability to build and maintain relationships with a variety of internal and external stakeholders and clients
• Strop PC skills, particularly an excellent working knowledge of Microsoft Excel and Microsoft Word
• Self-motivation! An absolute must, along with exceptional time management and the ability to keep several plates spinning at one time
• A strong customer service ethic, with a passion for supporting colleagues and clients
• A pro-active, highly self-motivated personality, a fast learner and with the drive and desire to succeed in your role
• Great interpersonal skills, with the ability to work well as part of a team or on your own initiative
• The ability to explain complex information in simple terms, amending your delivery style depending on the individual you are liaising with
• Excellent negotiation skills, with the ability to solve problems and handle complaints if they arise
Day to Day, you will:
• Plan client event projects for Share Plans Advisory and communicate event parameters to key business areas
• Handle enquiries from clients, advisors and other business contacts
• Support Executives within the team by attending client and advisor project meetings, in addition to participating in project conference calls
• Draft and oversee the preparation and mailing of shareholder invitations or result documents
• Ensure management information records are maintained and support client feedback surveys
• Support colleagues in day-to-day duties, helping to develop and maintain strategic relationships and implement new initiatives
• Draft agreements with clients and initiate the proofing and printing of documents
• Identify bank accounts to be opened and oversee the issue of client invoices
• Review and provide comments on a variety of documents
• Work with data and set up core systems and portals to facilitate the administration, handling and employee experience for share plan events
The above list of key accountabilities is not an exhaustive list and may change from time-to-time based on business needs
